Know Your PMS · Monthly tearsheet
EquiPoise India Select
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_202626 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
0.54%
Total return
1.17%
Max drawdown
-12.01%
Sharpe
0.10
Sortino
0.04
Calmar
0.04
Win months
53.85%
Best / worst month
8.3% / -10.1%
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 | -2.46% | 0.73% | -10.06% | 8.27% | -0.24% | 1.99% | 2.22% | 0.94% | -5.11% | – | – | – | -4.69% |
2025 | -1.64% | -2.93% | 3.12% | 2.30% | 2.45% | 1.99% | -2.01% | -1.17% | 1.08% | 3.38% | 0.66% | -0.43% | 6.75% |
2024 | – | – | – | – | – | – | – | 0.00% | 0.68% | -0.82% | 0.21% | -0.62% | -0.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Aug_2026 | 12.01% | 8 mo |
| Oct_2024 | Feb_2025 | May_2025 | 5.69% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.11% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.16% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
11.13%
Downside deviation
12.85%