Know Your PMS · Monthly tearsheet
The Indian Economic Transformation 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: BSE500TRIBM: BenchmarkBM: S and PBSE500TRI
CAGR
13.85%
Total return
104.08%
Max drawdown
-17.60%
Sharpe
0.98
Sortino
1.07
Calmar
0.79
Win months
60.61%
Best / worst month
11.3% / -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 | -4.50% | 0.27% | -8.90% | 11.33% | 1.34% | 2.48% | 0.92% | 3.22% | – | – | – | – | 5.07% |
2025 | -5.06% | -6.15% | 4.53% | 2.70% | 6.31% | 3.20% | -0.36% | -1.48% | -0.12% | 5.67% | -0.26% | -1.15% | 7.20% |
2024 | 4.92% | 1.57% | -0.18% | 4.88% | -0.69% | 6.96% | 2.77% | 0.99% | 0.87% | -5.74% | 1.58% | -1.76% | 16.70% |
2023 | -2.90% | -2.13% | -0.39% | 4.52% | 3.02% | 4.79% | 3.66% | -1.52% | 2.20% | -2.06% | 8.77% | 6.02% | 25.86% |
2022 | -0.92% | -7.61% | 2.62% | -1.34% | -4.61% | -4.83% | 10.13% | 4.43% | -4.43% | 4.18% | 3.40% | -3.77% | -4.14% |
2021 | – | – | 1.12% | 2.31% | 6.90% | 2.99% | 4.26% | 4.57% | 4.04% | 1.70% | -2.13% | 0.07% | 28.68% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Jun_2023 | 17.60% | 19 mo |
| Oct_2024 | Feb_2025 | Oct_2025 | 16.19% | 12 mo |
| Nov_2025 | Mar_2026 | Jul_2026 | 13.99% | 8 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.06% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.52% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
14.19%
Downside deviation
13.00%