Know Your PMS · Monthly tearsheet
India Ascent Portfolio - DPMS
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_202610 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
Needs 12 months
Total return
1.59%
Max drawdown
-13.68%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
12.3% / -12.3%
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 | -5.04% | 3.74% | -12.35% | 12.28% | 0.30% | 1.58% | 2.61% | -1.07% | – | – | – | – | 0.27% |
2025 | – | – | – | – | – | – | – | – | – | – | 1.35% | -0.03% | 1.32% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 13.68% | 7 mo |
| Aug_2026 | Aug_2026 | Ongoing | 1.07% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
20.61%
Downside deviation
23.18%