Know Your PMS · Monthly tearsheet
Phillip Emerging India
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_202666 months filedBM: S and P BSE 500BM: BSE500TRIBM: Benchmark
CAGR
15.01%
Total return
115.81%
Max drawdown
-19.45%
Sharpe
0.89
Sortino
1.05
Calmar
0.77
Win months
56.06%
Best / worst month
16.4% / -10.7%
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 | -6.56% | 1.77% | -10.66% | 16.45% | 2.90% | 5.52% | 0.73% | 3.88% | – | – | – | – | 12.40% |
2025 | -7.94% | -8.54% | 5.37% | 0.08% | 12.00% | 1.76% | -0.62% | -1.37% | -1.29% | 3.33% | 0.76% | -3.55% | -1.68% |
2024 | -1.33% | 0.18% | -2.69% | 0.00% | -0.14% | 8.46% | 3.42% | 1.67% | 1.17% | -3.51% | 1.73% | -1.76% | 6.87% |
2023 | 0.31% | -2.23% | -2.36% | 3.65% | 10.56% | 5.96% | 6.24% | 3.69% | -1.29% | -0.55% | 7.04% | 2.14% | 37.47% |
2022 | -2.11% | -8.63% | 5.87% | -1.45% | -5.98% | -2.14% | 10.36% | 6.71% | -0.70% | -0.37% | – | -2.13% | -2.10% |
2021 | – | 8.89% | 0.86% | -0.87% | 7.60% | 4.34% | 4.57% | 1.74% | 4.49% | -0.77% | -2.67% | 3.45% | 35.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Jun_2026 | 19.45% | 20 mo |
| Oct_2021 | Jun_2022 | Aug_2022 | 14.21% | 10 mo |
| Sep_2022 | Mar_2023 | May_2023 | 7.28% | 7 mo |
| Jan_2024 | May_2024 | Jun_2024 | 3.95% | 5 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 1.83% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
17.28%
Downside deviation
14.36%