Know Your PMS · Monthly tearsheet
Sterling Portfolio- Risk Averse 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: CRISILCBFIBM: CRISILCOMPOSITEBONDBM: Benchmark
CAGR
7.07%
Total return
29.93%
Max drawdown
-0.51%
Sharpe
4.68
Sortino
4.92
Calmar
13.86
Win months
93.48%
Best / worst month
1.6% / -0.5%
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 | 0.20% | 0.85% | 0.15% | 0.48% | 0.14% | 1.29% | 0.51% | 0.28% | – | – | – | – | 3.96% |
2025 | 0.72% | 0.29% | 1.37% | 1.58% | 0.87% | -0.29% | 0.56% | -0.51% | 0.77% | 0.68% | 0.51% | 0.32% | 7.07% |
2024 | 0.78% | 0.90% | 0.67% | 0.07% | 1.16% | 0.65% | 0.88% | 0.88% | 1.00% | 0.23% | 0.56% | 0.49% | 8.58% |
2023 | 0.41% | 0.14% | 0.62% | 1.44% | 0.91% | 0.27% | 0.54% | 0.59% | 0.30% | 0.29% | 0.68% | 0.68% | 7.08% |
2022 | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.39% | 0.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Aug_2025 | Sep_2025 | 0.51% | 1 mo |
| Jun_2025 | Jun_2025 | Jul_2025 | 0.29% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
30 mo
Longest loss streak
1 mo
Ann. volatility
1.45%
Downside deviation
1.44%