Know Your PMS · Monthly tearsheet
ASK Financial Opportunities Portfolio STP
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: NIFTY 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
8.51%
Total return
32.19%
Max drawdown
-19.23%
Sharpe
0.53
Sortino
0.42
Calmar
0.44
Win months
58.54%
Best / worst month
9.9% / -18.8%
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 | -1.58% | 1.23% | -18.81% | 9.95% | -3.02% | 4.66% | -0.47% | -1.50% | -6.41% | – | – | – | -17.17% |
2025 | -6.63% | -5.61% | 8.36% | 4.65% | 4.73% | 7.40% | -7.07% | -3.58% | 2.54% | 7.78% | 4.02% | -0.15% | 15.62% |
2024 | -3.99% | 0.33% | 0.04% | 5.30% | -3.31% | 4.81% | 3.79% | 4.53% | 3.36% | -2.44% | -0.47% | 3.98% | 16.43% |
2023 | – | – | – | – | 8.22% | 1.88% | 1.36% | -3.14% | 1.67% | -1.30% | 5.27% | 3.68% | 18.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 19.23% | 10 mo · open |
| Jan_2025 | Feb_2025 | May_2025 | 11.87% | 4 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 10.40% | 4 mo |
| Jan_2024 | Jan_2024 | Apr_2024 | 3.99% | 3 mo |
| May_2024 | May_2024 | Jun_2024 | 3.31% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
18.49%
Downside deviation
20.44%