Know Your PMS · Monthly tearsheet
Bluechip Portfolio - Equity Strategy
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_202633 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
8.48%
Total return
25.10%
Max drawdown
-20.84%
Sharpe
0.55
Sortino
0.48
Calmar
0.41
Win months
60.61%
Best / worst month
11.5% / -10.5%
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 | -2.50% | -1.66% | -10.49% | 11.50% | 0.77% | 0.23% | 5.53% | -1.21% | – | – | – | – | 0.76% |
2025 | -8.16% | -10.20% | 8.65% | 2.37% | 5.96% | 5.79% | -2.50% | -2.64% | -0.70% | 2.28% | 0.35% | -2.37% | -2.88% |
2024 | 0.61% | 1.99% | -1.62% | 2.48% | 1.23% | 8.00% | 6.93% | 1.66% | 1.25% | -5.30% | -1.00% | 2.38% | 19.49% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 6.98% | 6.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 20.84% | 23 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.62% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
17.29%
Downside deviation
17.77%