Know Your PMS · Monthly tearsheet
ASK Indian Entrepreneur 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
5.56%
Total return
20.31%
Max drawdown
-19.44%
Sharpe
0.44
Sortino
0.34
Calmar
0.29
Win months
58.54%
Best / worst month
7.5% / -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 | -3.67% | 0.08% | -13.37% | 7.50% | 0.03% | -1.56% | 4.25% | -0.40% | -7.20% | – | – | – | -14.81% |
2025 | -3.58% | -6.18% | 7.22% | 2.84% | 3.72% | 2.03% | -3.67% | -1.66% | -0.03% | 4.42% | 1.90% | -0.18% | 6.18% |
2024 | -1.54% | 1.24% | 1.37% | 2.64% | 0.68% | 5.66% | 3.23% | 3.20% | 1.71% | -7.70% | -0.59% | -0.99% | 8.61% |
2023 | – | – | – | – | 7.40% | 3.63% | 3.18% | -1.44% | 0.90% | -2.64% | 6.20% | 3.72% | 22.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 19.44% | 24 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.18% | 3 mo |
| Jan_2024 | Jan_2024 | Mar_2024 | 1.54% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
14.79%
Downside deviation
16.51%