Know Your PMS · Monthly tearsheet
I-Core
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 Sep_202661 months filedBM: NIFTY50HYBRID50-50BM: NIFTY50TRIBM: NIFTY 50 Hybrid Composite Debt 50:50 IndexBM: Benchmark
CAGR
8.28%
Total return
49.83%
Max drawdown
-8.53%
Sharpe
1.20
Sortino
1.12
Calmar
0.97
Win months
68.85%
Best / worst month
4.7% / -5.7%
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 | 0.69% | 0.73% | -5.69% | 4.68% | 1.25% | -0.30% | 2.18% | 0.53% | -3.57% | – | – | – | 0.12% |
2025 | -2.94% | -2.82% | 2.89% | 2.38% | 1.41% | 0.97% | 0.54% | -0.57% | 1.08% | 2.61% | 0.95% | -0.04% | 6.44% |
2024 | 4.18% | 0.31% | 1.17% | 2.84% | 0.15% | 2.06% | 2.85% | 3.39% | 1.84% | -1.79% | 2.01% | 1.00% | 21.78% |
2023 | -0.40% | 0.05% | 1.72% | 2.50% | 2.04% | 3.18% | 1.91% | 0.99% | 0.96% | -0.16% | 2.61% | 0.48% | 17.00% |
2022 | -0.29% | -2.65% | 0.89% | -0.47% | -2.02% | -2.96% | 4.10% | 2.34% | -0.63% | 0.36% | 0.92% | -0.28% | -0.91% |
2021 | – | – | – | – | – | – | – | – | 0.37% | 0.51% | -0.95% | -0.35% | -0.43% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Apr_2023 | 8.53% | 17 mo |
| Mar_2026 | Mar_2026 | Jul_2026 | 5.69% | 4 mo |
| Jan_2025 | Feb_2025 | May_2025 | 5.68% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.57% | 1 mo · open |
| Oct_2024 | Oct_2024 | Nov_2024 | 1.79% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
6.79%
Downside deviation
7.42%