Know Your PMS · Monthly tearsheet
Multicap 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
14.96%
Total return
46.71%
Max drawdown
-30.34%
Sharpe
0.77
Sortino
0.57
Calmar
0.49
Win months
69.70%
Best / worst month
10.9% / -13.5%
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 | -0.49% | -0.97% | -12.49% | 10.91% | 0.06% | 3.74% | 4.35% | 2.92% | – | – | – | – | 6.63% |
2025 | -13.52% | -12.71% | 10.07% | 4.69% | 5.20% | 7.85% | -5.27% | -3.24% | 1.80% | 4.10% | 1.79% | 0.40% | -2.03% |
2024 | 6.55% | 1.25% | 1.07% | 7.56% | 4.94% | 7.60% | 4.05% | 0.53% | 1.01% | -6.36% | -0.79% | -0.67% | 29.11% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 8.77% | 8.77% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 30.34% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
5 mo
Ann. volatility
20.86%
Downside deviation
26.41%