Know Your PMS · Monthly tearsheet
Concentrated Portfolio Approach
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_202626 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
-1.88%
Total return
-4.04%
Max drawdown
-11.19%
Sharpe
-0.20
Sortino
-0.21
Calmar
-0.17
Win months
23.08%
Best / worst month
5.5% / -5.3%
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 | -0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | -0.43% |
2025 | -2.19% | -5.27% | 5.45% | 1.43% | 4.37% | 3.21% | -2.59% | -3.62% | 1.29% | 2.63% | -1.98% | -1.54% | 0.55% |
2024 | – | – | – | – | – | – | 0.00% | 0.00% | 0.00% | -2.48% | -0.79% | -0.93% | -4.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 11.19% | 8 mo |
| Jul_2025 | Jan_2026 | Ongoing | 6.21% | 14 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
7.92%
Downside deviation
8.93%