Know Your PMS · Monthly tearsheet
High Conviction Equity 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: BSE500TRIBM: Benchmark
CAGR
14.48%
Total return
110.41%
Max drawdown
-16.19%
Sharpe
1.05
Sortino
1.00
Calmar
0.89
Win months
69.70%
Best / worst month
10.1% / -9.1%
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 | -4.12% | -0.19% | -9.06% | 10.12% | 0.21% | 2.49% | 2.06% | 3.86% | – | – | – | – | 4.33% |
2025 | -3.90% | -6.63% | 3.95% | 2.17% | 3.87% | 2.63% | -1.81% | 0.32% | 0.15% | 4.65% | 0.22% | -0.41% | 4.68% |
2024 | 3.69% | 3.69% | 1.08% | 3.93% | 0.35% | 6.10% | 1.84% | 1.28% | 0.83% | -4.85% | 2.25% | -2.36% | 18.81% |
2023 | -3.28% | -1.78% | 0.71% | 3.76% | 4.19% | 5.79% | 4.42% | -1.18% | 2.65% | -3.36% | 8.65% | 7.85% | 31.25% |
2022 | 0.39% | -6.96% | 4.66% | -2.71% | -4.42% | -5.70% | 9.52% | 4.28% | -2.55% | 5.59% | 2.22% | -3.86% | -1.00% |
2021 | – | – | 0.47% | 0.24% | 5.49% | 2.99% | 1.81% | 4.25% | 6.49% | 3.22% | -2.51% | 0.29% | 24.81% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Nov_2022 | 16.19% | 12 mo |
| Oct_2024 | Feb_2025 | Aug_2026 | 14.76% | 22 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 8.67% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.36% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.18% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
13.81%
Downside deviation
14.55%