Know Your PMS · Monthly tearsheet
Select Sector Portfolio NR
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_202659 months filedBM: S and P BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
16.97%
Total return
116.14%
Max drawdown
-16.96%
Sharpe
1.04
Sortino
1.12
Calmar
1.00
Win months
64.41%
Best / worst month
15.3% / -10.8%
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 | -1.93% | 2.43% | -9.43% | 15.31% | 3.83% | – | – | – | – | – | – | – | 8.93% |
2025 | -6.90% | -10.81% | 7.00% | 2.17% | 9.01% | 6.01% | -2.14% | -4.33% | -0.45% | 4.10% | 2.39% | -2.35% | 1.76% |
2024 | 1.50% | 1.09% | 1.40% | 6.01% | 3.04% | 9.08% | 5.17% | -0.61% | 2.07% | -1.28% | 0.56% | 1.02% | 32.64% |
2023 | -1.41% | 0.11% | -0.93% | 4.51% | 2.88% | 3.18% | 4.58% | 3.60% | 1.83% | -3.13% | 8.82% | 3.98% | 31.18% |
2022 | -1.90% | -6.06% | 2.79% | 3.75% | -4.31% | -4.73% | 12.07% | 3.69% | -0.81% | 1.57% | 3.05% | -3.95% | 3.82% |
2021 | – | – | – | – | – | – | 7.08% | 0.70% | 1.64% | -1.14% | -1.88% | 1.53% | 7.94% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Jun_2025 | 16.96% | 5 mo |
| Oct_2021 | Jun_2022 | Aug_2022 | 11.76% | 10 mo |
| Jul_2025 | Mar_2026 | Apr_2026 | 11.74% | 9 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.08% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.13% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
16.36%
Downside deviation
15.18%