Know Your PMS · Monthly tearsheet
Electrum Laureate 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 Sep_202649 months filedBM: S and P BSE 500 Total Return IndexBM: BenchmarkBM: BSE500TRI
CAGR
21.63%
Total return
122.46%
Max drawdown
-27.11%
Sharpe
1.01
Sortino
1.11
Calmar
0.80
Win months
61.22%
Best / worst month
19.4% / -14.2%
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 | -6.95% | 1.01% | -9.95% | 19.37% | 2.97% | 10.94% | 0.56% | 2.93% | -2.74% | – | – | – | 16.19% |
2025 | -12.27% | -14.23% | 4.17% | -1.93% | 10.05% | 4.99% | -1.67% | -4.02% | 0.75% | 3.53% | -0.09% | -1.41% | -13.88% |
2024 | 2.15% | -0.52% | -4.66% | 11.17% | -4.74% | 11.12% | 7.26% | 9.55% | 1.49% | 1.05% | 4.50% | 0.79% | 44.70% |
2023 | -2.59% | -0.38% | -0.29% | 6.14% | 5.23% | 7.77% | 6.98% | 11.49% | -0.29% | 1.65% | 7.63% | 1.39% | 53.64% |
2022 | – | – | – | – | – | – | – | – | -0.37% | 1.21% | 3.47% | -4.16% | -0.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Aug_2026 | 27.11% | 19 mo |
| Dec_2022 | Mar_2023 | May_2023 | 7.27% | 5 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.16% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 4.74% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.74% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
21.63%
Downside deviation
19.49%