Know Your PMS · Monthly tearsheet
INDIA LARGE CAP QUANT EQUITY PORTFOLIO
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_202632 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
7.15%
Total return
20.21%
Max drawdown
-19.14%
Sharpe
0.54
Sortino
0.39
Calmar
0.37
Win months
68.75%
Best / worst month
7.4% / -10.1%
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 | -3.21% | 0.33% | -10.11% | 7.18% | -1.76% | – | – | – | – | – | – | – | -8.09% |
2025 | 0.93% | -8.19% | 6.16% | 3.26% | 0.74% | 2.45% | -3.33% | 0.50% | -0.61% | 4.56% | 1.60% | -0.04% | 7.50% |
2024 | 0.18% | 0.76% | 1.97% | 0.45% | 0.14% | 4.65% | 5.78% | 2.52% | 3.01% | -9.02% | -1.40% | -2.72% | 5.63% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 7.39% | 7.39% |
2021 | – | – | – | – | 6.27% | 0.93% | – | – | – | – | – | – | 7.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.14% | 20 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
3 mo
Ann. volatility
14.64%
Downside deviation
18.49%