Know Your PMS · Monthly tearsheet
57Forward Diversified Momentum 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 Aug_20263 months filedBM: N50TRI
CAGR
Needs 12 months
Total return
-5.63%
Max drawdown
-7.97%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
2.5% / -5.6%
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 | – | – | – | – | – | -5.60% | -2.51% | 2.54% | – | – | – | – | -5.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jun_2026 | Jul_2026 | Ongoing | 7.97% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
11.62%
Downside deviation
15.03%