Know Your PMS · Monthly tearsheet
DPMS - Income 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 Jul_202657 months filedBM: CACDTIBM: BenchmarkBM: CRISCOBF
CAGR
8.28%
Total return
45.89%
Max drawdown
-0.69%
Sharpe
6.14
Sortino
4.81
Calmar
11.99
Win months
94.74%
Best / worst month
1.6% / -0.7%
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 | 0.53% | 1.00% | 0.09% | 0.80% | 0.36% | 1.60% | 0.27% | – | – | – | – | – | 4.74% |
2025 | 0.85% | 0.58% | 0.65% | 0.94% | 0.72% | 0.17% | 0.79% | 0.56% | 0.42% | 0.79% | 1.16% | -0.13% | 7.76% |
2024 | 0.98% | 0.92% | 0.58% | 0.68% | 0.97% | 0.50% | 0.97% | 0.93% | 0.55% | 1.10% | -0.69% | 1.61% | 9.47% |
2023 | 0.61% | 0.86% | 0.41% | 0.52% | 1.09% | 0.45% | 0.93% | 1.00% | 0.53% | 0.71% | 0.80% | 0.64% | 8.89% |
2022 | 0.88% | 0.78% | 0.56% | 0.59% | 0.43% | 0.41% | 0.69% | 0.75% | 0.61% | 0.81% | 0.85% | 0.62% | 8.28% |
2021 | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.15% | 0.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2024 | Nov_2024 | Dec_2024 | 0.69% | 1 mo |
| Dec_2025 | Dec_2025 | Jan_2026 | 0.13% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
35 mo
Longest loss streak
1 mo
Ann. volatility
1.29%
Downside deviation
1.72%