Know Your PMS · Monthly tearsheet
Diversified 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_202650 months filedBM: BenchmarkBM: NIFTY 50 TRIBM: NIFTY50TRI
CAGR
13.57%
Total return
69.95%
Max drawdown
-15.57%
Sharpe
0.97
Sortino
1.00
Calmar
0.87
Win months
64.00%
Best / worst month
9.7% / -11.5%
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 | -4.94% | 1.74% | -11.46% | 9.70% | -1.40% | 4.66% | 1.00% | -0.11% | -3.70% | – | – | – | -5.82% |
2025 | -3.49% | -5.80% | 4.55% | 2.02% | 5.24% | 1.86% | -0.53% | -1.95% | 0.68% | 3.99% | 0.55% | -1.40% | 5.23% |
2024 | 2.46% | 2.60% | -2.34% | 5.57% | 0.39% | 8.13% | 3.26% | 0.43% | 1.84% | -1.96% | 0.40% | -2.12% | 19.71% |
2023 | – | -2.42% | 0.59% | 5.29% | 3.08% | 3.78% | 5.41% | 0.62% | 0.96% | -2.41% | 7.57% | – | 24.28% |
2022 | – | – | – | – | -3.22% | -3.49% | 7.15% | 7.23% | -2.24% | 5.37% | 4.26% | – | 15.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 15.57% | 10 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 12.41% | 8 mo |
| May_2022 | Jun_2022 | Jul_2022 | 6.60% | 2 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.47% | 3 mo |
| Feb_2023 | Feb_2023 | Apr_2023 | 2.42% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
14.01%
Downside deviation
13.57%