Know Your PMS · Monthly tearsheet
CORE EQUITY PORTFOLIO STP
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of May_202640 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
12.68%
Total return
48.87%
Max drawdown
-18.31%
Sharpe
0.91
Sortino
0.79
Calmar
0.69
Win months
65.00%
Best / worst month
7.8% / -12.3%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.55% | -0.07% | -12.31% | 7.81% | -0.13% | – | – | – | – | – | – | – | -8.06% |
2025 | -3.71% | -7.89% | 6.40% | 3.35% | 3.02% | 4.10% | -2.62% | -1.83% | 1.74% | 4.04% | 1.47% | -0.87% | 6.46% |
2024 | 1.17% | 1.88% | 0.62% | 2.79% | -1.39% | 4.96% | 4.52% | 1.30% | 0.38% | -6.86% | 0.17% | -1.28% | 8.01% |
2023 | – | – | – | 2.43% | 4.39% | 4.34% | 4.23% | -1.60% | 1.37% | -2.05% | 6.21% | 4.89% | 26.57% |
2021 | – | – | – | – | 7.61% | 3.38% | – | – | – | – | – | – | 11.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 18.31% | 20 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.30% | 3 mo |
| May_2024 | May_2024 | Jun_2024 | 1.39% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.19%
Downside deviation
16.10%