Know Your PMS · Monthly tearsheet
Diversified Portfolio - Equity
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_202641 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
21.26%
Total return
93.21%
Max drawdown
-13.03%
Sharpe
1.52
Sortino
1.46
Calmar
1.63
Win months
70.73%
Best / worst month
8.2% / -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 | -1.32% | 0.68% | -12.17% | 8.18% | -0.90% | 3.19% | 2.77% | 0.96% | – | – | – | – | 0.16% |
2025 | -3.35% | -5.42% | 7.32% | 3.58% | 2.23% | 2.91% | -1.46% | -0.86% | 1.33% | 3.51% | 0.72% | -0.33% | 9.97% |
2024 | 2.17% | 2.92% | 1.17% | 4.70% | 2.38% | 7.02% | 2.63% | 1.79% | 1.81% | -2.94% | -0.24% | -0.85% | 24.61% |
2023 | – | – | – | 4.28% | 3.12% | 5.75% | 5.43% | 1.74% | 2.33% | -2.72% | 7.33% | 8.02% | 40.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 13.03% | 9 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 12.24% | 8 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.72% | 1 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.31% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
13.21%
Downside deviation
14.53%