Know Your PMS · Monthly tearsheet
ASK Wealth Core Equity
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_202629 months filedBM: NIFTY50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
3.62%
Total return
8.97%
Max drawdown
-16.18%
Sharpe
0.33
Sortino
0.22
Calmar
0.22
Win months
62.07%
Best / worst month
9.6% / -10.0%
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 | -2.33% | 0.62% | -10.04% | 9.63% | 0.40% | 0.84% | 1.23% | 1.70% | -4.39% | – | – | – | -3.41% |
2025 | -4.15% | -6.78% | 5.09% | 3.01% | 3.25% | 3.44% | -1.56% | -0.93% | 0.98% | 2.97% | 0.79% | -0.26% | 5.31% |
2024 | – | – | – | – | 0.00% | 6.02% | 4.19% | 1.51% | 1.85% | -5.17% | 0.04% | -1.12% | 7.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 16.18% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
13.52%
Downside deviation
16.25%