Know Your PMS · Monthly tearsheet
INDIA PORTFOLIO BUILDER
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_202668 months filedBM: BSE500TRIBM: BSE-500 INDEXBM: BSE500INDEXBM: Benchmark
CAGR
14.58%
Total return
116.29%
Max drawdown
-19.25%
Sharpe
1.00
Sortino
0.83
Calmar
0.76
Win months
69.12%
Best / worst month
10.5% / -12.8%
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 | -4.82% | -0.02% | -12.82% | 10.51% | 2.59% | 3.00% | 2.42% | 1.13% | -5.89% | – | – | – | -5.57% |
2025 | -8.13% | -9.11% | 5.16% | 4.54% | 4.14% | 6.38% | -1.16% | -0.30% | 2.02% | 4.61% | 1.51% | 0.13% | 8.71% |
2024 | 4.08% | 1.16% | 0.00% | 4.27% | -0.01% | 5.58% | 4.56% | 0.73% | 1.11% | -5.27% | 0.15% | 1.93% | 19.35% |
2023 | -0.21% | -3.84% | 1.91% | 3.69% | 2.17% | 2.22% | 7.10% | 2.65% | -1.53% | 0.36% | 5.71% | 3.18% | 25.49% |
2022 | 1.27% | -2.47% | 5.55% | 0.96% | -6.60% | -4.22% | 7.97% | 4.35% | -0.48% | 4.03% | 2.78% | -3.07% | 9.42% |
2021 | – | 9.11% | -3.77% | 0.08% | 6.51% | 3.26% | 4.47% | 1.55% | 2.80% | 0.11% | 2.86% | -0.94% | 28.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 19.25% | 12 mo |
| Jan_2026 | Mar_2026 | Aug_2026 | 17.04% | 7 mo |
| May_2022 | Jun_2022 | Aug_2022 | 10.54% | 3 mo |
| Dec_2022 | Feb_2023 | May_2023 | 6.99% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.89% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
14.60%
Downside deviation
17.49%