Know Your PMS · Monthly tearsheet
ABC Equity 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 Apr_202663 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
16.44%
Total return
122.39%
Max drawdown
-21.89%
Sharpe
1.13
Sortino
1.25
Calmar
0.75
Win months
63.49%
Best / worst month
11.0% / -9.6%
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 | -2.33% | 3.97% | -9.60% | 10.98% | – | – | – | – | – | – | – | – | 1.88% |
2025 | -2.85% | -9.46% | 7.56% | 1.46% | 4.12% | 4.00% | -2.59% | -1.86% | 2.29% | 3.12% | 0.71% | 0.36% | 5.94% |
2024 | 6.37% | 3.41% | -0.62% | 6.38% | 0.52% | 1.31% | 3.38% | -3.49% | 1.74% | -5.74% | 0.17% | -4.21% | 8.73% |
2023 | -1.75% | -1.70% | 0.38% | 5.96% | 2.65% | 2.59% | 6.31% | -0.33% | 2.84% | -1.65% | 6.23% | 10.70% | 36.34% |
2022 | 3.72% | -2.31% | 4.58% | 0.66% | -2.30% | -5.57% | 6.89% | 3.97% | -2.70% | 5.24% | 3.33% | -0.78% | 14.81% |
2021 | – | 6.22% | -0.63% | -0.25% | 7.61% | 0.24% | 1.11% | 0.73% | 5.41% | -0.51% | -1.81% | 1.65% | 21.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 21.89% | 21 mo · open |
| May_2022 | Jun_2022 | Aug_2022 | 7.74% | 3 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 4.17% | 4 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.70% | 1 mo |
| Oct_2021 | Nov_2021 | Jan_2022 | 2.31% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
14.38%
Downside deviation
13.14%