Know Your PMS · Monthly tearsheet
Proud 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_20269 months filedBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
-7.68%
Max drawdown
-23.74%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
12.0% / -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 | -8.50% | -3.71% | -11.53% | 11.97% | 0.91% | 4.36% | 1.56% | 1.08% | – | – | – | – | -5.65% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -2.16% | -2.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 23.74% | 9 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
22.70%
Downside deviation
25.90%