Know Your PMS · Monthly tearsheet
High Conviction Equity 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: BSE500TRIBM: Benchmark
CAGR
18.55%
Total return
78.84%
Max drawdown
-14.71%
Sharpe
1.32
Sortino
1.25
Calmar
1.26
Win months
73.17%
Best / worst month
10.1% / -8.9%
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 | -4.43% | -0.08% | -8.94% | 10.10% | 0.37% | 2.56% | 1.81% | 4.11% | – | – | – | – | 4.46% |
2025 | -3.98% | -6.46% | 3.66% | 2.27% | 3.89% | 2.63% | -1.77% | 0.44% | 0.06% | 4.66% | 0.18% | -0.38% | 4.69% |
2024 | 3.74% | 3.82% | 1.20% | 3.96% | 0.25% | 6.33% | 1.82% | 1.22% | 0.84% | -4.85% | 2.16% | -2.31% | 19.20% |
2023 | – | – | – | 3.96% | 4.12% | 5.84% | 4.50% | -1.30% | 2.66% | -3.43% | 8.57% | 7.87% | 37.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 14.71% | 22 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.43% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.30% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
13.54%
Downside deviation
14.87%