Know Your PMS · Monthly tearsheet
HSBC India Next 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_202642 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
14.18%
Total return
59.08%
Max drawdown
-16.92%
Sharpe
0.95
Sortino
0.78
Calmar
0.84
Win months
71.43%
Best / worst month
12.8% / -10.4%
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 | -5.14% | 1.96% | -10.37% | 12.80% | 0.18% | 3.70% | 1.99% | 0.12% | -4.99% | – | – | – | -1.44% |
2025 | -6.47% | -7.69% | 5.81% | 2.23% | 5.50% | 3.50% | -2.03% | -0.42% | 0.52% | 3.79% | -0.79% | -0.56% | 2.40% |
2024 | 2.04% | 5.44% | 2.58% | 0.20% | -2.17% | 5.58% | 2.34% | 1.51% | 3.04% | -7.49% | 3.30% | 0.69% | 17.65% |
2023 | – | – | – | 5.00% | 5.65% | 4.90% | 3.39% | 1.00% | 0.70% | -1.08% | 5.05% | 5.37% | 33.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 16.92% | 20 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.99% | 1 mo · open |
| May_2024 | May_2024 | Jun_2024 | 2.17% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.08% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
15.07%
Downside deviation
18.08%