Know Your PMS · Monthly tearsheet
Pearl 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
15.03%
Total return
118.58%
Max drawdown
-24.11%
Sharpe
0.95
Sortino
1.01
Calmar
0.62
Win months
59.70%
Best / worst month
12.3% / -12.2%
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 | -2.14% | -0.42% | -9.31% | 9.92% | 0.67% | -0.89% | 2.72% | 2.92% | – | – | – | – | 2.47% |
2025 | -4.91% | -12.19% | 6.13% | 2.95% | 6.42% | 3.89% | -3.22% | -2.06% | 0.92% | 4.94% | -0.03% | -0.38% | 0.84% |
2024 | 2.57% | 0.34% | -0.38% | 6.18% | -0.81% | 7.95% | 3.15% | -0.58% | 0.47% | -6.54% | 0.32% | -2.95% | 9.29% |
2023 | -1.26% | -2.05% | -1.57% | 5.21% | 7.79% | 4.94% | 5.76% | 0.39% | 1.75% | -3.38% | 8.66% | 6.80% | 37.23% |
2022 | -1.33% | -6.69% | 3.99% | -0.81% | -6.52% | -4.14% | 8.07% | 6.39% | -4.43% | 2.75% | 1.59% | -4.04% | -6.33% |
2021 | – | 12.25% | 2.59% | 1.73% | 7.09% | 3.70% | 5.64% | 2.95% | 4.68% | 1.89% | -2.13% | 1.96% | 50.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 24.11% | 25 mo · open |
| Nov_2021 | Jun_2022 | May_2023 | 15.08% | 18 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.38% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 0.81% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.38% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
16.09%
Downside deviation
14.90%