Know Your PMS · Monthly tearsheet
FREEDOM 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: NIFTY50TRIBM: Benchmark
CAGR
9.54%
Total return
67.61%
Max drawdown
-19.98%
Sharpe
0.71
Sortino
0.75
Calmar
0.48
Win months
55.88%
Best / worst month
11.8% / -11.0%
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 | -3.67% | -0.03% | -11.02% | 9.41% | 0.94% | 2.52% | 2.35% | 2.33% | -6.63% | – | – | – | -5.13% |
2025 | -5.40% | -6.71% | 5.50% | 3.33% | 4.37% | 3.42% | -3.75% | -3.24% | 0.76% | 5.77% | 1.68% | -0.48% | 4.30% |
2024 | -1.23% | -1.62% | 0.70% | 4.42% | -0.51% | 8.15% | 3.05% | -0.40% | 2.14% | -5.66% | -1.15% | -2.77% | 4.50% |
2023 | -3.22% | -1.83% | -1.07% | 4.80% | 5.85% | 2.90% | 1.79% | -1.62% | 0.53% | -2.78% | 6.60% | 4.21% | 16.65% |
2022 | -0.26% | -2.24% | 0.53% | -0.25% | -4.11% | -3.84% | 11.79% | 4.38% | -0.57% | 3.70% | 1.16% | -3.59% | 5.79% |
2021 | – | 3.51% | 2.32% | -1.00% | 8.12% | 2.63% | 0.69% | 6.56% | 3.91% | 1.53% | -1.34% | 1.08% | 31.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.98% | 24 mo · open |
| Nov_2021 | Jun_2022 | Jul_2022 | 10.09% | 8 mo |
| Dec_2022 | Mar_2023 | May_2023 | 9.38% | 5 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.85% | 3 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 2.83% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
14.09%
Downside deviation
12.67%