Know Your PMS · Monthly tearsheet
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 Sep_202619 months filedBM: BenchmarkBM: Nifty 50 TRIBM: NIFTY50TRI
CAGR
-4.71%
Total return
-7.35%
Max drawdown
-27.41%
Sharpe
-0.15
Sortino
-0.27
Calmar
-0.17
Win months
42.11%
Best / worst month
13.2% / -9.8%
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 | -9.83% | -4.39% | -9.36% | 13.16% | 5.54% | 2.81% | -0.25% | 3.44% | -2.35% | – | – | – | -3.33% |
2025 | -6.07% | – | – | -0.62% | 6.94% | 2.95% | -1.65% | -2.19% | 1.15% | 3.17% | -2.24% | -4.98% | -4.17% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 27.41% | 11 mo · open |
| Jan_2025 | Apr_2025 | Jun_2025 | 6.65% | 3 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.80% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
5 mo
Ann. volatility
19.05%
Downside deviation
17.59%