Know Your PMS · Monthly tearsheet
CENTRUM MICROCAP 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 Aug_202615 months filedBM: BSE 500 TRI INDEXBM: BenchmarkBM: BSE500TRI
CAGR
12.28%
Total return
15.58%
Max drawdown
-21.99%
Sharpe
0.55
Sortino
0.67
Calmar
0.56
Win months
53.33%
Best / worst month
22.2% / -11.4%
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 | -5.44% | 0.50% | -11.39% | 22.21% | 0.70% | 10.17% | -0.55% | 5.99% | – | – | – | – | 20.34% |
2025 | – | – | – | – | – | 2.11% | 1.52% | -4.59% | -1.78% | 3.56% | -2.43% | -2.16% | -3.96% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Jun_2026 | 21.99% | 10 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.55% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
25.68%
Downside deviation
18.26%