Know Your PMS · Monthly tearsheet
XPONENT TRIBE LLP - XPONENT TRIBE MANAGED WEALTH 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_202619 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)BM: BenchmarkBM: NIFTYMULTIASSET50-40-10
CAGR
54.97%
Total return
100.08%
Max drawdown
-10.49%
Sharpe
1.52
Sortino
3.63
Calmar
5.24
Win months
57.89%
Best / worst month
34.7% / -10.5%
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 | -0.55% | 7.93% | -10.49% | 34.71% | 11.42% | 6.03% | -1.80% | 6.64% | 6.39% | – | – | – | 70.35% |
2025 | – | – | 0.00% | -2.80% | 10.95% | 1.40% | 2.64% | -0.44% | 0.25% | 8.79% | -0.15% | -3.48% | 17.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 10.49% | 1 mo |
| Nov_2025 | Jan_2026 | Feb_2026 | 4.15% | 3 mo |
| Apr_2025 | Apr_2025 | May_2025 | 2.80% | 1 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 1.80% | 1 mo |
| Aug_2025 | Aug_2025 | Oct_2025 | 0.44% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
31.22%
Downside deviation
15.14%