Know Your PMS · Monthly tearsheet
TOP 200 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
12.99%
Total return
50.26%
Max drawdown
-19.74%
Sharpe
0.92
Sortino
0.82
Calmar
0.66
Win months
65.00%
Best / worst month
8.0% / -11.1%
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 | -4.38% | -0.58% | -11.12% | 8.00% | -1.08% | – | – | – | – | – | – | – | -9.73% |
2025 | -3.74% | -7.49% | 6.90% | 3.03% | 2.76% | 4.17% | -4.44% | -1.77% | 0.32% | 4.76% | 1.32% | -0.95% | 3.94% |
2024 | 1.04% | 3.05% | 0.50% | 3.07% | 1.11% | 7.08% | 2.29% | 2.96% | 2.75% | -6.91% | -0.27% | -1.57% | 15.47% |
2023 | – | – | – | 2.30% | 4.88% | 4.97% | 2.93% | -1.47% | 2.28% | -1.75% | 4.88% | 5.27% | 26.73% |
2021 | – | – | – | – | 6.45% | 2.81% | – | – | – | – | – | – | 9.44% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 19.74% | 20 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.75% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
14.25%
Downside deviation
15.87%