Know Your PMS · Monthly tearsheet
SPARK ALL SEASONS 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_202613 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY50HYBRID
CAGR
12.09%
Total return
13.16%
Max drawdown
-13.14%
Sharpe
0.73
Sortino
0.49
Calmar
0.92
Win months
69.23%
Best / worst month
9.0% / -10.9%
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 | 5.87% | -2.50% | -10.91% | 9.00% | 2.83% | 0.01% | 0.75% | 2.68% | -4.94% | – | – | – | 1.37% |
2025 | – | – | – | – | – | – | – | – | – | 4.61% | 1.65% | 4.98% | 11.63% |
2022 | – | – | – | – | – | 0.00% | – | – | – | – | – | – | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Aug_2026 | 13.14% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.94% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
17.04%
Downside deviation
24.47%