Know Your PMS · Monthly tearsheet
Avendus Olivo Core Equity 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_202610 months filedBM: BSE500TRI
CAGR
Needs 12 months
Total return
-10.75%
Max drawdown
-13.60%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
8.2% / -10.6%
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 | -3.23% | 0.83% | -10.64% | 8.24% | 0.76% | 0.55% | 0.98% | 0.17% | -6.87% | – | – | – | -9.93% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.91% | -0.91% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 13.60% | 10 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
16.68%
Downside deviation
22.69%