Know Your PMS · Monthly tearsheet
Envision New Frontiers 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_202610 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
15.59%
Max drawdown
-4.04%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
6.3% / -3.7%
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 | -0.45% | -1.31% | -2.33% | 5.81% | 2.17% | 6.35% | 3.28% | 5.37% | -3.72% | – | – | – | 15.59% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Apr_2026 | 4.04% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.72% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
11.83%
Downside deviation
7.97%