Know Your PMS · Monthly tearsheet
ASK Growth 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
4.63%
Total return
16.74%
Max drawdown
-22.89%
Sharpe
0.36
Sortino
0.26
Calmar
0.20
Win months
58.54%
Best / worst month
9.9% / -12.2%
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 | -2.83% | -3.17% | -11.62% | 8.73% | -1.58% | 1.89% | 2.48% | -0.38% | -7.34% | – | – | – | -14.23% |
2025 | -5.88% | -12.23% | 9.87% | 1.94% | 6.04% | 0.92% | -3.09% | -1.58% | 0.39% | 4.27% | 0.50% | -0.79% | -1.44% |
2024 | -0.64% | 1.03% | 1.82% | 5.36% | 2.23% | 3.95% | 3.17% | -0.06% | 0.08% | -5.37% | 0.91% | -1.48% | 11.10% |
2023 | – | – | – | – | 5.18% | 1.42% | 2.95% | 0.85% | -0.36% | -1.85% | 8.64% | 5.63% | 24.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 22.89% | 24 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.20% | 2 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.64% | 1 mo |
| Aug_2024 | Aug_2024 | Sep_2024 | 0.06% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
16.08%
Downside deviation
17.65%