Know Your PMS · Monthly tearsheet
ASK Special Opportunities 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_202614 months filedBM: S and P BSE 500 - TRIBM: BSE500TRIBM: Benchmark
CAGR
-9.57%
Total return
-11.08%
Max drawdown
-15.83%
Sharpe
-0.49
Sortino
-0.54
Calmar
-0.60
Win months
35.71%
Best / worst month
7.8% / -12.9%
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 | -1.91% | -0.52% | -12.89% | 7.80% | -2.02% | -0.14% | 4.49% | -0.51% | -7.87% | – | – | – | -14.13% |
2025 | – | – | – | – | – | – | – | 0.01% | -0.67% | 4.10% | 1.13% | -0.98% | 3.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 15.83% | 10 mo · open |
| Sep_2025 | Sep_2025 | Oct_2025 | 0.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
4 mo
Ann. volatility
16.81%
Downside deviation
17.81%