Know Your PMS · Monthly tearsheet
DAKSHIN 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_202668 months filedBM: BSE500TRIBM: Benchmark
CAGR
10.28%
Total return
74.07%
Max drawdown
-34.25%
Sharpe
0.64
Sortino
0.60
Calmar
0.30
Win months
60.29%
Best / worst month
17.2% / -11.3%
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 | -5.66% | -2.22% | -11.03% | 17.20% | 1.22% | 1.50% | 0.86% | 5.71% | -7.74% | – | – | – | -2.79% |
2025 | -11.17% | -11.31% | 5.35% | 0.94% | 7.13% | 2.67% | -2.68% | -2.76% | -0.40% | 1.22% | -1.27% | -1.59% | -14.58% |
2024 | 5.83% | -0.26% | -2.78% | 9.22% | 0.65% | 4.08% | 6.67% | 1.28% | -0.18% | -5.86% | 1.82% | -1.97% | 18.98% |
2023 | -2.35% | 0.79% | -2.73% | 4.52% | 7.23% | 6.10% | 4.44% | 1.24% | -0.66% | -3.62% | 7.84% | 5.58% | 31.22% |
2022 | 1.94% | -6.95% | 4.99% | 0.96% | -3.47% | -3.80% | 9.68% | 3.12% | -0.18% | 2.59% | -1.15% | -3.23% | 3.44% |
2021 | – | 4.28% | 3.15% | 2.61% | 8.56% | 1.56% | 4.91% | 0.16% | 4.16% | 0.15% | -3.55% | 0.90% | 29.81% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 34.25% | 25 mo · open |
| Nov_2021 | Jun_2022 | Aug_2022 | 9.14% | 9 mo |
| Nov_2022 | Mar_2023 | May_2023 | 8.42% | 6 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 4.26% | 2 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.03% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
17.45%
Downside deviation
17.15%