Know Your PMS · Monthly tearsheet
Capital Appreciation - Focused Leadership 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_202667 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY 50 INDEX TRI
CAGR
15.17%
Total return
120.04%
Max drawdown
-17.45%
Sharpe
0.96
Sortino
1.06
Calmar
0.87
Win months
58.21%
Best / worst month
13.9% / -13.3%
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 | -4.21% | 2.59% | -13.27% | 13.88% | -1.01% | 6.27% | 3.88% | 4.79% | -1.57% | – | – | – | 9.40% |
2025 | -2.62% | -7.68% | 6.16% | 1.33% | 6.06% | 5.94% | 0.69% | -2.83% | 4.84% | 3.34% | -0.81% | -1.10% | 12.99% |
2024 | -1.98% | 1.51% | 1.20% | 5.43% | -0.74% | 3.93% | 4.88% | 1.15% | -0.51% | -2.72% | 2.04% | -4.07% | 10.07% |
2023 | -3.70% | -3.74% | -0.58% | 5.33% | 1.67% | 5.61% | 4.68% | -0.62% | 3.58% | -2.29% | 3.06% | 6.07% | 19.97% |
2022 | -1.93% | -4.05% | 4.14% | -0.57% | -6.36% | -8.19% | 12.87% | 5.79% | -2.75% | 2.15% | 3.94% | -1.48% | 1.75% |
2021 | – | – | 4.45% | 1.69% | 4.67% | 6.92% | 4.84% | 7.08% | 0.74% | -2.47% | -0.29% | 1.34% | 32.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Nov_2022 | 17.45% | 13 mo |
| Nov_2025 | Mar_2026 | Jun_2026 | 16.39% | 7 mo |
| Sep_2024 | Feb_2025 | Jun_2025 | 14.83% | 9 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 9.20% | 6 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 2.83% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
15.93%
Downside deviation
14.33%