Know Your PMS · Monthly tearsheet
ASK High Conviction 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
8.63%
Total return
32.70%
Max drawdown
-23.28%
Sharpe
0.62
Sortino
0.53
Calmar
0.37
Win months
48.78%
Best / worst month
12.9% / -13.4%
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 | -2.48% | -1.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | -3.68% |
2025 | -6.28% | -13.38% | 12.87% | 2.20% | 6.91% | 2.09% | -6.86% | -2.24% | -1.19% | 4.17% | 0.62% | -1.28% | -4.85% |
2024 | -1.91% | -0.28% | 1.16% | 4.96% | 2.74% | 6.06% | 3.72% | 2.49% | 0.01% | -4.26% | 0.71% | -1.99% | 13.70% |
2023 | – | – | – | – | 5.95% | 3.87% | 5.37% | 1.05% | -1.00% | -2.23% | 8.26% | 3.71% | 27.34% |
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 | 3.21% | 2 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 2.18% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
15.12%
Downside deviation
16.38%