Know Your PMS · Monthly tearsheet
ASK Emerging Opportunities 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_202641 months filedBM: S and P BSE 500 - TRIBM: BenchmarkBM: BSE500TRI
CAGR
5.68%
Total return
20.78%
Max drawdown
-23.28%
Sharpe
0.40
Sortino
0.30
Calmar
0.24
Win months
58.54%
Best / worst month
12.9% / -13.3%
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 | -2.60% | 1.64% | -12.28% | 8.51% | -1.05% | 0.31% | 1.83% | -2.06% | -7.20% | – | – | – | -13.44% |
2025 | -6.31% | -13.35% | 12.91% | 2.21% | 7.22% | 2.20% | -6.73% | -2.21% | -0.88% | 4.22% | 0.49% | -1.17% | -3.93% |
2024 | -2.02% | -0.13% | 1.27% | 4.84% | 2.73% | 5.91% | 3.44% | 2.43% | 0.17% | -4.31% | 0.77% | -1.99% | 13.38% |
2023 | – | – | – | – | 5.84% | 3.95% | 5.27% | 1.42% | -0.74% | -2.25% | 8.16% | 3.92% | 28.10% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 23.28% | 24 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.97% | 2 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 2.15% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
17.74%
Downside deviation
19.11%