Know Your PMS · Monthly tearsheet
Sankhya India 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_202668 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
10.76%
Total return
78.40%
Max drawdown
-20.50%
Sharpe
0.89
Sortino
0.96
Calmar
0.52
Win months
57.35%
Best / worst month
7.6% / -8.8%
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 | -0.64% | -2.72% | -5.91% | 7.37% | 1.45% | -2.48% | 4.47% | -0.71% | -6.23% | – | – | – | -6.03% |
2025 | -3.21% | -8.78% | 4.63% | 2.68% | 3.95% | 3.08% | -2.44% | -1.43% | -0.59% | 2.33% | 1.52% | 1.59% | 2.54% |
2024 | 1.06% | 1.51% | -3.46% | 1.29% | 3.80% | 6.26% | 7.03% | 2.43% | -0.05% | -6.65% | -1.64% | -1.88% | 9.23% |
2023 | -0.22% | -0.75% | -1.14% | 3.44% | 4.13% | 3.51% | 4.65% | 1.34% | 2.32% | -1.33% | 6.83% | 7.64% | 34.39% |
2022 | -2.79% | -2.10% | 4.87% | -1.88% | -1.81% | -4.02% | 7.06% | 1.84% | -2.22% | 0.63% | 2.45% | -2.97% | -1.58% |
2021 | – | 0.97% | 3.13% | 1.17% | 5.70% | 4.67% | 2.35% | 4.27% | 2.33% | -0.60% | -1.94% | 3.29% | 28.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 20.50% | 25 mo · open |
| Jan_2022 | Jun_2022 | Aug_2022 | 7.71% | 7 mo |
| Dec_2022 | Mar_2023 | May_2023 | 5.00% | 5 mo |
| Mar_2024 | Mar_2024 | May_2024 | 3.46% | 2 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 2.53% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
6 mo
Ann. volatility
12.35%
Downside deviation
11.20%