Know Your PMS · Monthly tearsheet
HSBC Evolve 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_202610 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
0.62%
Max drawdown
-15.65%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
10.7% / -12.4%
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 | -2.84% | 0.39% | -12.43% | 10.70% | 2.78% | 3.60% | 3.20% | 3.69% | -5.42% | – | – | – | 1.90% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -1.25% | -1.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 15.65% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.42% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
20.56%
Downside deviation
24.09%