Know Your PMS · Monthly tearsheet
Abakkus Curated Personlized Portfolio Strategy
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 Jun_202629 months filedBM: BenchmarkBM: BSE500TRI
CAGR
19.06%
Total return
52.43%
Max drawdown
-27.91%
Sharpe
0.78
Sortino
0.64
Calmar
0.68
Win months
62.07%
Best / worst month
22.8% / -18.9%
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 | -7.31% | -1.71% | -6.38% | 22.78% | 7.52% | 4.32% | – | – | – | – | – | – | 17.46% |
2025 | -18.93% | -9.74% | 2.09% | 3.12% | 12.27% | 6.45% | 0.33% | -5.76% | 0.88% | 0.23% | -2.17% | 0.34% | -13.60% |
2024 | 15.72% | 6.24% | 5.38% | – | – | – | – | 5.44% | 6.21% | 1.41% | 3.62% | -1.48% | 50.20% |
2023 | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Ongoing | 27.91% | 19 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
26.53%
Downside deviation
29.76%