Know Your PMS · Monthly tearsheet
ENAM India 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
15.07%
Total return
121.55%
Max drawdown
-17.27%
Sharpe
1.00
Sortino
0.96
Calmar
0.87
Win months
67.65%
Best / worst month
13.7% / -12.3%
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 | -2.43% | 2.18% | -12.27% | 10.51% | -0.07% | 2.76% | 2.23% | 2.82% | -5.45% | – | – | – | -1.36% |
2025 | -6.00% | -6.18% | 7.59% | 3.33% | -0.40% | 3.41% | -0.07% | -2.80% | -0.35% | 3.14% | 2.21% | 0.89% | 3.96% |
2024 | 1.25% | 3.34% | 0.29% | 5.50% | -0.27% | 7.72% | 1.21% | 0.34% | 2.90% | -5.59% | 0.18% | -0.82% | 16.58% |
2023 | -4.47% | 0.68% | 1.00% | 4.20% | 6.85% | 2.21% | 3.66% | 0.99% | 1.94% | -2.96% | 7.76% | 4.79% | 29.27% |
2022 | -1.92% | -4.28% | 4.22% | 1.55% | -5.36% | -6.64% | 13.67% | 5.16% | -1.42% | 1.82% | 4.84% | -2.38% | 7.80% |
2021 | – | 7.38% | 1.32% | 1.20% | 8.51% | 1.22% | 4.48% | 4.35% | 1.92% | 1.09% | -4.56% | 2.57% | 32.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 17.27% | 22 mo |
| Nov_2021 | Jun_2022 | Aug_2022 | 14.06% | 9 mo |
| Dec_2022 | Jan_2023 | May_2023 | 6.74% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.45% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.96% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
15.15%
Downside deviation
15.71%