Know Your PMS · Monthly tearsheet
Absolute Freedom Portfolio - Systematic Rebalancing Option
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_202666 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
CAGR
14.17%
Total return
107.26%
Max drawdown
-16.31%
Sharpe
1.05
Sortino
1.14
Calmar
0.87
Win months
62.12%
Best / worst month
10.3% / -9.4%
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 | -3.86% | -0.39% | -9.45% | 9.49% | 1.03% | 2.34% | 2.29% | 5.52% | – | – | – | – | 5.96% |
2025 | -4.03% | -6.61% | 5.23% | 3.24% | 4.90% | 3.08% | -0.47% | 0.57% | 0.24% | 5.33% | 0.09% | -0.56% | 10.75% |
2024 | 2.84% | 1.97% | 0.35% | 3.99% | -0.20% | 5.61% | 2.31% | -0.13% | 1.27% | -5.66% | 1.35% | -2.34% | 11.44% |
2023 | -3.12% | -1.69% | 1.10% | 4.16% | 2.82% | 6.17% | 4.66% | -0.96% | 2.93% | -2.74% | 7.65% | 10.31% | 34.91% |
2022 | -0.14% | -5.48% | 3.19% | -2.01% | -4.37% | -4.00% | 7.45% | 3.64% | -2.88% | 6.37% | 2.20% | -3.94% | -1.04% |
2021 | – | – | -0.36% | -0.23% | 4.13% | 1.46% | 1.91% | 4.58% | 5.01% | 1.98% | -1.64% | 0.68% | 18.71% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 16.31% | 12 mo |
| Dec_2025 | Mar_2026 | Aug_2026 | 13.77% | 8 mo |
| Nov_2021 | Jun_2022 | Nov_2022 | 13.23% | 12 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 8.51% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.74% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
13.38%
Downside deviation
12.38%