Know Your PMS · Monthly tearsheet
ABM India Consumption 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_202655 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
14.91%
Total return
89.07%
Max drawdown
-22.15%
Sharpe
0.91
Sortino
0.87
Calmar
0.67
Win months
67.27%
Best / worst month
16.1% / -11.1%
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 | -8.41% | 1.92% | -11.12% | 16.12% | -0.06% | 6.87% | 1.11% | 1.78% | -2.81% | – | – | – | 2.92% |
2025 | -9.13% | -7.97% | 7.01% | 1.40% | 2.33% | 0.74% | 3.57% | -0.95% | -0.68% | 3.11% | -2.15% | -2.42% | -6.17% |
2024 | 2.07% | 0.75% | – | – | -2.69% | 8.61% | 0.72% | 2.34% | 3.11% | -1.98% | 3.58% | 2.96% | 20.75% |
2023 | -6.03% | 0.79% | -0.19% | 4.10% | 6.20% | 3.04% | 2.23% | 3.61% | 3.34% | -4.55% | 8.07% | 3.73% | 26.12% |
2022 | – | – | – | 0.55% | – | – | 12.20% | 4.58% | 0.18% | 1.08% | – | -1.10% | 18.16% |
2021 | – | – | 0.68% | -1.98% | 6.52% | 3.72% | 2.34% | – | – | – | -2.50% | – | 8.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 22.15% | 21 mo · open |
| Dec_2022 | Jan_2023 | May_2023 | 7.06% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.55% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 2.69% | 1 mo |
| Nov_2021 | Nov_2021 | Jul_2022 | 2.50% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
16.64%
Downside deviation
17.14%