Know Your PMS · Monthly tearsheet
Sterling Portfolio- Growth 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 Aug_202646 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
12.83%
Total return
58.84%
Max drawdown
-11.66%
Sharpe
1.19
Sortino
1.03
Calmar
1.10
Win months
67.39%
Best / worst month
7.4% / -10.2%
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 | 0.00% | -0.20% | -10.17% | 7.42% | -0.01% | 0.81% | 1.17% | 1.12% | – | – | – | – | -0.69% |
2025 | -2.19% | -5.19% | 5.44% | 3.09% | 2.39% | 2.42% | -1.56% | -1.22% | 1.45% | 3.39% | 1.40% | 0.37% | 9.73% |
2024 | 1.99% | 2.04% | 1.31% | 3.91% | 1.88% | 5.14% | 3.15% | 1.13% | 2.16% | -3.90% | 0.08% | -0.95% | 19.14% |
2023 | -1.47% | -1.66% | 0.77% | 3.13% | 3.63% | 3.39% | 3.82% | 0.35% | 1.25% | -2.02% | 5.94% | 5.58% | 24.72% |
2022 | – | – | – | – | – | – | – | – | – | – | 0.00% | -1.90% | -1.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 11.66% | 8 mo |
| Feb_2026 | Mar_2026 | Ongoing | 10.35% | 7 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 4.95% | 5 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.76% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.02% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
10.59%
Downside deviation
12.45%