Know Your PMS · Monthly tearsheet
HSBC Aspire 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_202637 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
9.33%
Total return
31.64%
Max drawdown
-22.82%
Sharpe
0.58
Sortino
0.50
Calmar
0.41
Win months
59.46%
Best / worst month
13.4% / -11.8%
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 | -2.54% | -0.26% | -11.79% | 13.37% | 1.78% | 1.87% | 3.26% | 3.01% | -4.59% | – | – | – | 2.29% |
2025 | -10.76% | -9.49% | 6.04% | 1.30% | 8.23% | 4.07% | -1.99% | -1.15% | 0.37% | 3.26% | 0.73% | -1.74% | -2.88% |
2024 | 4.16% | -0.12% | -0.12% | 9.44% | -1.11% | 11.33% | 2.00% | -0.12% | 1.68% | -4.72% | 0.08% | 0.21% | 23.93% |
2023 | – | – | – | – | – | – | – | – | 0.00% | 0.67% | 2.57% | 3.55% | 6.92% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 22.82% | 24 mo · open |
| May_2024 | May_2024 | Jun_2024 | 1.11% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 0.24% | 2 mo |
| Aug_2024 | Aug_2024 | Sep_2024 | 0.12% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
17.79%
Downside deviation
18.62%