Know Your PMS · Monthly tearsheet
UNICORN FOCUSED 20 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_202624 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
-0.28%
Total return
-0.56%
Max drawdown
-16.42%
Sharpe
0.07
Sortino
-0.01
Calmar
-0.02
Win months
62.50%
Best / worst month
9.1% / -16.4%
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 | 0.08% | 2.48% | -16.42% | 9.12% | 0.63% | -0.21% | 3.40% | -0.67% | -6.18% | – | – | – | -9.49% |
2025 | -2.47% | -6.96% | 5.26% | 1.96% | 2.94% | 5.14% | -2.43% | 0.16% | 0.35% | 3.49% | 0.93% | 2.44% | 10.60% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | 1.48% | -2.12% | -0.67% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 16.42% | 7 mo · open |
| Dec_2024 | Feb_2025 | Jun_2025 | 11.18% | 6 mo |
| Jul_2025 | Jul_2025 | Oct_2025 | 2.43% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
16.77%
Downside deviation
23.66%