Know Your PMS · Monthly tearsheet
MARKET LEADERS PORTFOLIO-LARGE CAP ALLOCATOR
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_202611 months filedBM: ifty50TotalReturnIndexBM: BenchmarkBM: NIFTY50TRIBM: NIFTY 50 TRI
CAGR
Needs 12 months
Total return
-2.32%
Max drawdown
-14.53%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
10.0% / -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 | -3.37% | 0.77% | -10.88% | 10.00% | 0.07% | 1.64% | 2.79% | -1.44% | – | – | – | – | -1.64% |
2025 | – | – | – | – | – | – | – | – | – | 0.10% | 0.73% | -1.51% | -0.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 14.53% | 9 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
16.37%
Downside deviation
20.06%