Know Your PMS · Monthly tearsheet
Enam India Vision 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_202645 months filedBM: BenchmarkBM: BSE500TRI
CAGR
14.57%
Total return
66.53%
Max drawdown
-17.60%
Sharpe
1.05
Sortino
1.11
Calmar
0.83
Win months
64.44%
Best / worst month
12.3% / -8.7%
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 | -2.75% | 1.48% | -8.74% | 12.27% | -0.94% | 8.61% | 0.09% | 1.68% | -2.84% | – | – | – | 7.57% |
2025 | -5.41% | -6.24% | 6.43% | 3.45% | 1.96% | 1.95% | 2.13% | -2.87% | 0.10% | 1.87% | 2.88% | 0.69% | 6.36% |
2024 | -0.39% | 1.36% | -0.50% | 5.16% | -0.17% | 6.62% | 1.54% | 1.11% | 2.80% | -5.69% | -0.21% | -1.28% | 10.26% |
2023 | 0.00% | 0.52% | -1.03% | 3.72% | 5.34% | 4.43% | 2.54% | 0.92% | 2.69% | -3.00% | 8.45% | 4.03% | 32.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 17.60% | 20 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.00% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.84% | 1 mo · open |
| Mar_2023 | Mar_2023 | Apr_2023 | 1.03% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.50% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
13.69%
Downside deviation
13.08%