Know Your PMS · Monthly tearsheet

IONIC SUMMIT PORTFOLIO-EQUITY

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_20266 months filedBM: NIFTY50TRIBM: NIFTY 50 TRI
Strategy page
CAGR
Needs 12 months
Total return
1.32%
Max drawdown
-2.59%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
60.00%
Best / worst month
2.0% / -2.6%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
–––0.00%0.99%0.99%-0.06%2.05%-2.59%–––1.32%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Sep_2026Sep_2026Ongoing2.59%1 mo · open
Jul_2026Jul_2026Aug_20260.06%1 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
5.01%
Downside deviation
6.35%