Know Your PMS · Monthly tearsheet
ASK Indian Entrepreneur 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: S and P BSE 500 - TRIBM: BenchmarkBM: BSE500TRI
CAGR
5.09%
Total return
18.47%
Max drawdown
-20.17%
Sharpe
0.41
Sortino
0.30
Calmar
0.25
Win months
56.10%
Best / worst month
7.5% / -13.5%
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 | -3.72% | 0.00% | -13.54% | 7.52% | 0.05% | -1.72% | 4.24% | -0.43% | -7.32% | – | – | – | -15.34% |
2025 | -3.69% | -6.18% | 7.17% | 2.81% | 3.70% | 1.92% | -3.68% | -1.69% | -0.12% | 4.45% | 1.96% | -0.29% | 5.68% |
2024 | -1.59% | 1.19% | 1.30% | 2.56% | 0.70% | 5.59% | 3.22% | 3.23% | 1.62% | -7.67% | -0.59% | -1.13% | 8.09% |
2023 | – | – | – | – | 7.41% | 3.59% | 3.19% | -1.19% | 0.74% | -2.70% | 6.24% | 3.69% | 22.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 20.17% | 24 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.15% | 3 mo |
| Jan_2024 | Jan_2024 | Mar_2024 | 1.59% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
14.86%
Downside deviation
16.67%