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 May_202639 months filedBM: BenchmarkName1BM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
5.82%
Total return
20.18%
Max drawdown
-23.74%
Sharpe
0.43
Sortino
0.30
Calmar
0.25
Win months
58.97%
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% | – | – | – | – | – | – | – | -11.93% |
2025 | -7.62% | -9.28% | 6.64% | 4.74% | 3.28% | 2.81% | -0.80% | 1.52% | -1.01% | 3.78% | 1.24% | -2.16% | 1.86% |
2024 | -0.16% | 1.50% | -0.86% | 2.75% | -1.56% | 6.85% | 6.33% | 1.89% | 1.36% | -3.16% | 0.88% | 0.77% | 17.38% |
2023 | – | – | 0.00% | 0.00% | 0.00% | 2.85% | 2.28% | 1.70% | 0.71% | -4.63% | 7.08% | 3.73% | 14.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 23.74% | 6 mo · open |
| Oct_2024 | Feb_2025 | Oct_2025 | 17.50% | 12 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.63% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.56% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.86% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
15.91%
Downside deviation
19.31%