Know Your PMS · Monthly tearsheet
Emerging India 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
CAGR
23.34%
Total return
104.80%
Max drawdown
-17.56%
Sharpe
1.31
Sortino
1.50
Calmar
1.33
Win months
65.85%
Best / worst month
12.4% / -9.7%
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 | -3.44% | 0.15% | -8.37% | 12.39% | 3.11% | 3.66% | 1.42% | 3.37% | – | – | – | – | 11.59% |
2025 | -7.31% | -9.69% | 6.34% | 0.20% | 9.63% | 3.98% | -3.29% | -2.08% | 2.22% | 4.77% | -0.56% | -2.25% | 0.23% |
2024 | 6.26% | -2.92% | -1.67% | 9.69% | -1.32% | 7.91% | 4.24% | 0.28% | 1.92% | -3.15% | 2.96% | -1.24% | 24.31% |
2023 | – | – | – | 3.97% | 8.59% | 6.17% | 3.64% | 3.99% | 1.62% | -2.55% | 7.58% | 7.02% | 47.29% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 17.56% | 8 mo |
| Nov_2025 | Mar_2026 | Jun_2026 | 13.87% | 7 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 5.30% | 3 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.54% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.55% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
17.06%
Downside deviation
15.51%