Know Your PMS · Monthly tearsheet
BEACON 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_202627 months filedBM: BSE500TRIBM: Benchmark
CAGR
-6.83%
Total return
-14.72%
Max drawdown
-24.87%
Sharpe
-0.26
Sortino
-0.35
Calmar
-0.27
Win months
44.44%
Best / worst month
17.3% / -11.8%
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 | -5.42% | 2.36% | -11.78% | 17.31% | -0.36% | 4.43% | 0.25% | -2.85% | -7.48% | – | – | – | -6.06% |
2025 | -6.48% | -9.64% | 5.13% | 5.38% | 3.39% | 1.84% | -0.29% | -5.19% | 0.63% | 5.11% | 0.59% | -2.22% | -3.05% |
2024 | – | – | – | – | – | – | 0.00% | 3.20% | -1.09% | -5.03% | -2.32% | -1.11% | -6.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 24.87% | 25 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
6 mo
Ann. volatility
19.54%
Downside deviation
19.25%