Know Your PMS · Monthly tearsheet
Enam India Core Equity
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_202668 months filedBM: BenchmarkBM: BSE500TRI
CAGR
16.47%
Total return
137.24%
Max drawdown
-19.30%
Sharpe
1.11
Sortino
1.21
Calmar
0.85
Win months
64.71%
Best / worst month
13.0% / -7.9%
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 | -2.07% | 1.72% | -7.76% | 11.33% | -0.42% | 7.47% | 0.73% | 2.83% | -3.42% | – | – | – | 9.52% |
2025 | -6.62% | -7.86% | 6.81% | 2.67% | 2.36% | 2.88% | 0.29% | -3.77% | -0.35% | 2.02% | 2.87% | -0.15% | 0.14% |
2024 | -0.63% | 1.80% | -0.78% | 5.27% | 1.55% | 7.15% | 2.58% | 1.40% | 1.03% | -4.83% | -0.04% | -1.41% | 13.32% |
2023 | -4.40% | 1.23% | 0.89% | 3.89% | 6.25% | 3.49% | 3.39% | 1.45% | 2.96% | -3.57% | 6.29% | 4.33% | 28.80% |
2022 | -3.34% | -5.08% | 2.67% | 2.89% | -4.86% | -6.08% | 13.03% | 4.88% | -1.61% | 2.40% | 4.94% | -0.96% | 7.51% |
2021 | – | 7.68% | 3.76% | 1.01% | 9.53% | 3.37% | 6.16% | 1.72% | 0.95% | -0.56% | -3.72% | 3.38% | 37.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 19.30% | 20 mo |
| Oct_2021 | Jun_2022 | Aug_2022 | 14.28% | 10 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 5.32% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.57% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.42% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
14.74%
Downside deviation
13.60%