Know Your PMS · Monthly tearsheet

Absolute Freedom Portfolio 1

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_202641 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
Strategy page
CAGR
18.19%
Total return
77.02%
Max drawdown
-16.11%
Sharpe
1.27
Sortino
1.30
Calmar
1.13
Win months
68.29%
Best / worst month
10.1% / -9.5%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-3.96%-1.18%-9.46%9.49%0.87%2.26%2.29%5.60%––––4.83%
2025
-3.87%-6.52%4.96%3.16%4.77%3.04%-0.63%0.49%0.19%5.24%0.05%-0.62%9.97%
2024
2.62%2.19%0.29%3.80%-0.36%5.49%2.55%-0.27%1.08%-5.65%1.37%-2.39%10.74%
2023
–––4.14%2.81%5.85%4.52%-1.12%2.85%-2.67%7.47%10.05%38.67%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Oct_2024Feb_2025Oct_202516.11%12 mo
Dec_2025Mar_2026Aug_202614.60%8 mo
Oct_2023Oct_2023Nov_20232.67%1 mo
Aug_2023Aug_2023Sep_20231.12%1 mo
May_2024May_2024Jun_20240.36%1 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
13.88%
Downside deviation
13.96%