Know Your PMS · Monthly tearsheet
Top 200 Core Equity 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: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
10.47%
Total return
63.18%
Max drawdown
-19.37%
Sharpe
0.78
Sortino
0.76
Calmar
0.54
Win months
61.02%
Best / worst month
10.1% / -11.0%
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 | -4.37% | -0.55% | -11.01% | 8.04% | -1.02% | – | – | – | – | – | – | – | -9.50% |
2025 | -3.78% | -7.45% | 6.87% | 3.09% | 2.82% | 4.21% | -4.37% | -1.70% | 0.33% | 4.80% | 1.36% | -0.89% | 4.38% |
2024 | 1.25% | 3.83% | 0.24% | 3.28% | 1.17% | 7.08% | 2.18% | 3.04% | 2.88% | -7.09% | -0.25% | -1.52% | 16.56% |
2023 | -2.94% | 0.49% | 1.07% | 2.43% | 5.21% | 5.18% | 3.13% | -1.40% | 2.42% | -1.88% | 5.33% | 5.77% | 27.21% |
2022 | -1.50% | -2.70% | 4.79% | -2.37% | -1.98% | -5.21% | 10.13% | 4.36% | -1.61% | 4.26% | 0.74% | -3.96% | 3.92% |
2021 | – | – | – | – | – | – | 1.38% | 6.93% | 2.14% | 0.63% | -1.65% | 2.29% | 12.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 19.37% | 20 mo · open |
| Apr_2022 | Jun_2022 | Aug_2022 | 9.29% | 4 mo |
| Dec_2022 | Jan_2023 | May_2023 | 6.78% | 5 mo |
| Jan_2022 | Feb_2022 | Mar_2022 | 4.16% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.88% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
13.93%
Downside deviation
13.86%