Know Your PMS · Monthly tearsheet
The Indian Economic Transformation 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: BSE500TRIBM: BenchmarkBM: S and PBSE500TRI
CAGR
14.96%
Total return
117.85%
Max drawdown
-18.38%
Sharpe
1.02
Sortino
1.11
Calmar
0.81
Win months
61.19%
Best / worst month
11.4% / -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 | -4.49% | 0.32% | -9.08% | 11.45% | 1.13% | 2.41% | 0.93% | 3.09% | – | – | – | – | 4.62% |
2025 | -5.28% | -6.34% | 4.79% | 2.76% | 6.34% | 3.17% | -0.36% | -1.53% | -0.01% | 5.59% | -0.16% | -1.15% | 7.15% |
2024 | 4.85% | 1.61% | -0.10% | 4.95% | -0.57% | 6.95% | 2.79% | 0.89% | 1.01% | -5.91% | 1.54% | -1.97% | 16.53% |
2023 | -3.11% | -2.20% | -0.42% | 4.66% | 3.21% | 4.64% | 3.76% | -1.55% | 2.24% | -2.08% | 8.76% | 6.07% | 25.83% |
2022 | -0.97% | -8.11% | 2.78% | -1.34% | -4.84% | -5.09% | 10.63% | 4.63% | -4.57% | 4.26% | 3.56% | -3.94% | -4.52% |
2021 | – | 6.34% | 1.26% | 2.03% | 7.51% | 3.07% | 4.55% | 4.79% | 4.34% | 1.83% | -2.14% | 0.08% | 38.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Jul_2023 | 18.38% | 20 mo |
| Oct_2024 | Feb_2025 | Oct_2025 | 16.91% | 12 mo |
| Nov_2025 | Mar_2026 | Jul_2026 | 14.02% | 8 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.08% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.55% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
14.64%
Downside deviation
13.48%