Know Your PMS · Monthly tearsheet
Freedom ETF 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: NIFTY50TRIBM: Benchmark
CAGR
10.33%
Total return
31.06%
Max drawdown
-18.85%
Sharpe
0.72
Sortino
0.55
Calmar
0.55
Win months
69.70%
Best / worst month
11.2% / -11.8%
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 | -2.97% | 1.05% | -11.75% | 11.20% | 0.61% | 1.07% | 2.12% | -0.13% | – | – | – | – | -0.21% |
2025 | -3.95% | -8.10% | 7.35% | 3.03% | 3.94% | 3.24% | -2.52% | -1.94% | 1.55% | 4.18% | 1.09% | -0.39% | 6.68% |
2024 | 2.16% | 1.20% | 1.18% | 3.28% | 1.95% | 6.25% | 4.32% | 0.69% | 2.13% | -6.94% | 0.37% | -1.57% | 15.42% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 6.66% | 6.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 18.85% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
3 mo
Ann. volatility
15.17%
Downside deviation
18.62%