Know Your PMS · Monthly tearsheet
Concentrated 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 Aug_202667 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
CAGR
11.77%
Total return
86.11%
Max drawdown
-18.26%
Sharpe
0.85
Sortino
0.87
Calmar
0.64
Win months
62.69%
Best / worst month
10.3% / -10.4%
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 | -2.12% | -2.31% | -10.36% | 7.55% | -1.62% | 0.96% | 3.56% | -0.77% | – | – | – | – | -5.91% |
2025 | -3.74% | -6.86% | 4.49% | 2.49% | 4.21% | 1.53% | -1.74% | -1.55% | 0.25% | 4.34% | 0.94% | -1.07% | 2.65% |
2024 | 2.18% | 3.01% | -2.63% | 4.28% | 0.66% | 7.31% | 1.94% | 1.54% | 1.35% | -4.72% | 1.97% | -2.30% | 14.96% |
2023 | -2.88% | -1.37% | 0.79% | 3.92% | 4.62% | 5.51% | 4.00% | -1.13% | 2.27% | -3.08% | 8.72% | 8.25% | 32.84% |
2022 | -1.22% | -5.79% | 2.49% | -4.05% | -3.82% | -5.86% | 10.33% | 4.36% | -3.68% | 5.63% | 2.78% | -4.53% | -4.75% |
2021 | – | 4.66% | 0.82% | 0.87% | 4.81% | 3.06% | 1.61% | 9.35% | 3.99% | 1.09% | -2.55% | 1.23% | 32.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Jun_2023 | 18.26% | 19 mo |
| Oct_2024 | Mar_2026 | Ongoing | 16.48% | 23 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.08% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.63% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.13% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
14.15%
Downside deviation
13.58%