Know Your PMS · Monthly tearsheet
NAFA Pharma 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_202641 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
-5.65%
Total return
-18.02%
Max drawdown
-33.17%
Sharpe
-0.32
Sortino
-0.21
Calmar
-0.17
Win months
36.59%
Best / worst month
12.3% / -17.2%
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 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | 0.00% |
2025 | – | – | – | – | – | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
2023 | 0.00% | 0.00% | – | – | – | – | – | – | – | – | – | – | 0.00% |
2022 | -8.59% | -4.91% | 3.27% | 0.28% | -7.81% | -3.61% | 5.75% | 0.49% | 0.77% | 0.90% | 1.15% | -17.24% | -27.65% |
2021 | – | 2.10% | 2.76% | 12.28% | 3.05% | 0.21% | 0.21% | 0.63% | -2.67% | -4.84% | -2.04% | 1.80% | 13.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2021 | Dec_2022 | Ongoing | 33.17% | 34 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
14.52%
Downside deviation
27.49%