Know Your PMS · Monthly tearsheet
InCred India Ascend 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_20269 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
0.16%
Max drawdown
-17.92%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
15.2% / -15.0%
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% | -3.42% | -15.01% | 15.20% | 1.44% | 4.64% | -2.56% | 4.23% | -1.75% | – | – | – | 0.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Jun_2026 | 17.92% | 4 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 2.56% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.75% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
26.29%
Downside deviation
27.20%