Know Your PMS · Monthly tearsheet
SELECT SECTOR 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 Jun_202665 months filedBM: S and P BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
24.90%
Total return
233.40%
Max drawdown
-16.00%
Sharpe
1.41
Sortino
1.64
Calmar
1.56
Win months
69.23%
Best / worst month
15.8% / -10.6%
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 | -1.72% | 2.38% | -9.46% | 15.75% | 3.99% | 0.13% | – | – | – | – | – | – | 9.80% |
2025 | -6.00% | -10.64% | 7.39% | 2.99% | 9.89% | 5.90% | -2.63% | -4.47% | -0.52% | 4.64% | 2.94% | -2.47% | 5.10% |
2024 | 1.77% | 0.91% | 1.33% | 5.84% | 2.72% | 7.54% | 4.52% | 0.12% | 3.27% | 0.20% | 0.94% | 1.88% | 35.48% |
2023 | -1.54% | -0.35% | -0.83% | 4.72% | 3.05% | 3.32% | 4.93% | 4.48% | 2.59% | -1.74% | 10.29% | 3.01% | 36.21% |
2022 | -1.73% | -6.21% | 2.59% | 3.75% | -4.42% | -4.63% | 11.98% | 3.56% | -0.40% | 1.44% | 3.51% | -3.83% | 4.30% |
2021 | – | 10.95% | 3.75% | 2.22% | 9.80% | 7.71% | 7.20% | 0.55% | 1.79% | -1.02% | -1.96% | 1.31% | 50.10% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | May_2025 | 16.00% | 4 mo |
| Oct_2021 | Jun_2022 | Aug_2022 | 12.09% | 10 mo |
| Jul_2025 | Mar_2026 | Apr_2026 | 11.44% | 9 mo |
| Dec_2022 | Mar_2023 | May_2023 | 6.43% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.74% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
14 mo
Longest loss streak
4 mo
Ann. volatility
16.72%
Downside deviation
15.17%