Know Your PMS · Monthly tearsheet
ACE Equity 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_202668 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
12.99%
Total return
99.79%
Max drawdown
-21.02%
Sharpe
0.83
Sortino
0.93
Calmar
0.62
Win months
57.35%
Best / worst month
12.3% / -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 | -1.99% | 2.36% | -11.85% | 11.77% | -0.47% | 3.50% | 1.63% | -0.41% | -5.64% | – | – | – | -2.75% |
2025 | -6.66% | -8.29% | 9.73% | 0.87% | 2.18% | 2.81% | -1.92% | -0.03% | 0.78% | 4.18% | -0.61% | -2.39% | -0.59% |
2024 | 10.15% | 0.27% | 3.43% | 7.97% | 4.87% | 3.94% | 2.63% | -2.28% | 0.82% | -5.05% | 1.37% | -2.70% | 27.31% |
2023 | -3.62% | -1.60% | -0.62% | 3.72% | 3.31% | 4.52% | 5.02% | -0.92% | 3.69% | -3.86% | 7.72% | 8.92% | 28.47% |
2022 | -2.18% | -2.60% | 2.65% | -2.40% | -3.91% | -6.12% | 12.35% | 5.48% | -3.47% | 3.81% | 2.83% | -3.67% | 1.29% |
2021 | – | 3.49% | -0.89% | 0.24% | 6.44% | 1.92% | 2.34% | 7.87% | 1.69% | -0.22% | -3.11% | 3.06% | 24.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 21.02% | 26 mo · open |
| Oct_2021 | Jun_2022 | Aug_2022 | 14.21% | 10 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 9.21% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.86% | 1 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 3.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
16.12%
Downside deviation
14.02%