Know Your PMS · Monthly tearsheet
Top 200 Core 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_202662 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
11.31%
Total return
73.98%
Max drawdown
-20.08%
Sharpe
0.83
Sortino
0.81
Calmar
0.56
Win months
62.90%
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 | -4.30% | -0.61% | -11.04% | 7.92% | -1.08% | – | – | – | – | – | – | – | -9.67% |
2025 | -3.85% | -7.49% | 6.88% | 3.03% | 2.80% | 4.14% | -4.42% | -1.77% | 0.28% | 4.70% | 1.29% | -0.95% | 3.71% |
2024 | 1.18% | 3.76% | 0.25% | 3.27% | 1.16% | 7.43% | 2.22% | 3.03% | 2.81% | -7.20% | -0.30% | -1.56% | 16.48% |
2023 | -3.05% | 0.40% | 0.94% | 2.34% | 5.13% | 5.29% | 3.10% | -1.54% | 2.34% | -1.93% | 5.30% | 5.73% | 26.25% |
2022 | -1.96% | -2.40% | 4.57% | -2.51% | -2.08% | -5.29% | 10.12% | 4.25% | -1.76% | 4.19% | 0.79% | -4.19% | 2.65% |
2021 | – | 8.15% | 1.09% | 0.30% | – | – | 1.74% | 6.93% | 2.26% | 0.58% | -1.79% | 2.09% | 23.02% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 20.08% | 20 mo · open |
| Apr_2022 | Jun_2022 | Aug_2022 | 9.59% | 4 mo |
| Dec_2022 | Jan_2023 | May_2023 | 7.11% | 5 mo |
| Jan_2022 | Feb_2022 | Mar_2022 | 4.31% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.93% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
14.03%
Downside deviation
14.05%