Know Your PMS · Monthly tearsheet
Core and Satellite Equity Portfolio1
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_202654 months filedBM: Nifty 50 TRIBM: NIFTY50TRI
CAGR
9.35%
Total return
49.52%
Max drawdown
-19.45%
Sharpe
0.59
Sortino
0.52
Calmar
0.48
Win months
64.81%
Best / worst month
16.2% / -12.6%
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 | -5.22% | 1.37% | -12.57% | 16.23% | -0.48% | 4.21% | 0.80% | 3.71% | -3.89% | – | – | – | 1.74% |
2025 | -7.00% | -10.54% | 10.69% | 2.90% | 5.06% | 2.22% | 0.97% | -0.38% | 1.15% | 2.64% | -1.58% | -2.57% | 1.91% |
2024 | -0.17% | 0.41% | 0.99% | 5.05% | – | – | 0.20% | 0.53% | 0.73% | – | 3.23% | 0.59% | 12.05% |
2023 | -5.26% | 0.46% | 0.50% | 4.79% | 4.57% | 3.86% | 2.23% | 3.34% | 4.33% | -4.84% | 8.74% | 6.84% | 32.65% |
2022 | -3.48% | – | -2.74% | -4.70% | -5.54% | – | 12.55% | 3.84% | -1.14% | 2.16% | – | -2.29% | -2.54% |
2021 | – | – | – | – | – | – | – | 3.10% | – | 0.09% | -3.52% | – | -0.44% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Aug_2026 | 19.45% | 9 mo |
| Nov_2021 | May_2022 | Jun_2023 | 18.47% | 15 mo |
| Jan_2025 | Feb_2025 | Jun_2025 | 16.80% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.84% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.89% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
17.47%
Downside deviation
17.99%