Know Your PMS · Monthly tearsheet
Freedom 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
14.41%
Total return
44.80%
Max drawdown
-18.63%
Sharpe
0.93
Sortino
0.74
Calmar
0.77
Win months
72.73%
Best / worst month
11.4% / -10.6%
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 | -3.59% | 1.06% | -10.57% | 11.38% | 0.86% | 3.10% | 2.46% | 2.55% | – | – | – | – | 6.04% |
2025 | -6.76% | -9.05% | 6.68% | 2.64% | 5.31% | 4.22% | -1.86% | -1.24% | -0.28% | 2.70% | 0.70% | -0.55% | 1.31% |
2024 | 2.28% | 2.23% | 0.51% | 4.37% | 1.38% | 8.61% | 5.10% | 2.63% | 1.58% | -5.32% | 0.85% | 0.49% | 26.98% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 6.16% | 6.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 18.63% | 21 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
3 mo
Ann. volatility
15.66%
Downside deviation
19.52%