Know Your PMS · Monthly tearsheet
ISEC Aggressive 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 Jun_202639 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
48.57%
Total return
262.03%
Max drawdown
-25.62%
Sharpe
Not reported
Sortino
2.42
Calmar
1.90
Win months
64.10%
Best / worst month
121.1% / -10.9%
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 | -4.73% | 5.05% | -10.86% | 15.19% | 121.12% | 0.00% | – | – | – | – | – | – | 127.23% |
2025 | -10.20% | -10.30% | 10.41% | 0.54% | 5.22% | 3.08% | -3.10% | -3.54% | 0.58% | 5.04% | -0.22% | -1.08% | -5.47% |
2024 | 12.70% | -1.96% | 0.04% | 8.44% | 4.45% | 6.83% | 4.09% | -3.79% | 2.19% | -5.60% | 0.97% | -1.47% | 28.55% |
2023 | – | – | – | 3.61% | 3.76% | 3.88% | 5.24% | 2.13% | 0.55% | -3.29% | 6.67% | 5.31% | 31.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | May_2026 | 25.62% | 21 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.29% | 1 mo |
| Feb_2024 | Feb_2024 | Apr_2024 | 1.96% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
68.39%
Downside deviation
20.07%