Know Your PMS · Monthly tearsheet
Axis Core and Satellite 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 Aug_202667 months filedBM: NIFTY 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
12.90%
Total return
96.89%
Max drawdown
-23.28%
Sharpe
0.83
Sortino
0.87
Calmar
0.55
Win months
59.70%
Best / worst month
17.1% / -12.1%
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 | -3.60% | 0.59% | -11.71% | 17.08% | 0.89% | 5.47% | 0.11% | 5.11% | – | – | – | – | 12.23% |
2025 | -4.37% | -12.05% | 4.48% | 1.51% | 7.80% | 2.77% | -1.55% | -2.33% | 1.81% | 3.70% | -0.37% | -1.42% | -1.47% |
2024 | 1.68% | -0.48% | -3.29% | 4.50% | 0.00% | 9.03% | 3.14% | 1.25% | -1.62% | -6.33% | 0.38% | -1.39% | 6.21% |
2023 | -1.34% | -1.39% | -1.09% | 4.24% | 6.01% | 7.26% | 3.31% | 1.62% | 1.83% | -2.74% | 5.12% | 5.81% | 31.91% |
2022 | -1.92% | -3.12% | 2.15% | -1.17% | -4.08% | -4.39% | 10.67% | 4.81% | -3.53% | 3.77% | 2.84% | -1.79% | 3.17% |
2021 | – | 6.90% | 1.49% | -1.37% | 5.25% | 0.87% | 2.17% | 6.55% | 2.08% | 0.76% | -3.75% | 0.60% | 23.17% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Aug_2026 | 23.28% | 23 mo |
| Nov_2021 | Jun_2022 | Nov_2022 | 14.82% | 12 mo |
| Dec_2022 | Mar_2023 | May_2023 | 5.49% | 5 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.75% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.74% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
16.07%
Downside deviation
14.80%