Know Your PMS · Monthly tearsheet
Eterna Wealth Core 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_202611 months filedBM: BSE500TRIBM: Benchmark
CAGR
Needs 12 months
Total return
12.32%
Max drawdown
-14.94%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
20.3% / -12.2%
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 | -5.62% | 2.68% | -12.23% | 20.31% | -0.84% | 0.50% | 3.20% | 3.98% | – | – | – | – | 9.43% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | -0.07% | 2.71% | 2.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Apr_2026 | 14.94% | 3 mo |
| May_2026 | May_2026 | Jul_2026 | 0.84% | 2 mo |
| Nov_2025 | Nov_2025 | Dec_2025 | 0.07% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
25.92%
Downside deviation
23.36%