Know Your PMS · Monthly tearsheet
SEERS ENDURING PORTFOLIO {SEP}
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_202668 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
37.27%
Total return
502.08%
Max drawdown
-29.63%
Sharpe
1.39
Sortino
1.65
Calmar
1.26
Win months
66.18%
Best / worst month
20.3% / -15.8%
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 | -8.57% | 0.22% | -12.32% | 20.27% | 6.12% | 8.91% | -2.26% | 4.48% | 1.13% | – | – | – | 15.33% |
2025 | -15.76% | -14.51% | 9.83% | 1.41% | 9.89% | 3.17% | -0.99% | -5.44% | 5.03% | 4.41% | -0.98% | -5.26% | -12.41% |
2024 | 14.27% | 5.95% | 3.24% | 13.86% | -4.86% | 6.55% | -0.86% | -0.66% | 6.27% | -1.59% | -1.70% | 3.42% | 51.06% |
2023 | 2.93% | 0.28% | 3.30% | 4.90% | 6.30% | 6.68% | 15.26% | 8.96% | -4.16% | 7.57% | 5.47% | 2.42% | 77.40% |
2022 | 1.53% | -2.11% | 4.20% | -0.04% | -9.32% | -4.27% | 10.71% | 9.02% | -3.13% | -0.53% | 2.59% | -3.40% | 3.57% |
2021 | – | 7.40% | 3.28% | 7.47% | 18.46% | 8.72% | 18.52% | -7.11% | 9.60% | 1.88% | 2.69% | 10.80% | 114.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Sep_2026 | 29.63% | 20 mo |
| Apr_2022 | Jun_2022 | Aug_2022 | 13.23% | 4 mo |
| Aug_2021 | Aug_2021 | Sep_2021 | 7.11% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 4.86% | 1 mo |
| Sep_2022 | Dec_2022 | Mar_2023 | 4.51% | 6 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
25.15%
Downside deviation
22.59%