Know Your PMS · Monthly tearsheet
Avendus Olivo Core 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 May_202664 months filedBM: BenchmarkBM: BSE500TRI
CAGR
12.80%
Total return
90.10%
Max drawdown
-22.46%
Sharpe
0.87
Sortino
0.88
Calmar
0.57
Win months
62.50%
Best / worst month
11.6% / -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 | -3.23% | 0.83% | -10.64% | 8.24% | 0.76% | – | – | – | – | – | – | – | -4.91% |
2025 | -5.59% | -8.56% | 3.19% | 4.44% | 2.66% | 3.03% | -1.65% | -1.99% | -0.20% | 1.88% | -0.38% | -0.91% | -4.79% |
2024 | 0.99% | 2.33% | -0.32% | 4.87% | -0.63% | 9.49% | 2.38% | 5.78% | 2.22% | -5.39% | 0.84% | -2.09% | 21.54% |
2023 | -4.51% | -1.04% | 0.34% | 4.45% | 9.56% | 5.57% | 3.03% | 3.28% | 1.87% | -1.79% | 11.58% | 3.64% | 41.02% |
2022 | -4.68% | -5.26% | 1.22% | -0.85% | -5.91% | -4.78% | 8.72% | 5.94% | 0.54% | 4.79% | 1.63% | -3.50% | -3.37% |
2021 | – | 9.71% | -1.15% | 2.17% | 3.55% | 1.17% | 3.32% | 4.46% | 2.43% | 0.65% | -2.45% | 0.62% | 26.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 22.46% | 20 mo · open |
| Nov_2021 | Jun_2022 | May_2023 | 20.30% | 18 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.79% | 1 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 1.15% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 0.63% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
15.19%
Downside deviation
14.53%