Know Your PMS · Monthly tearsheet
Axis Emerging Stars 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_202629 months filedBM: BenchmarkBM: BSE500TRIBM: S and P BSE 500 TRI
CAGR
8.74%
Total return
22.45%
Max drawdown
-18.76%
Sharpe
0.52
Sortino
0.55
Calmar
0.47
Win months
48.28%
Best / worst month
17.7% / -11.4%
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 | -4.40% | -3.33% | -7.77% | 17.74% | 4.71% | 8.93% | -1.88% | 4.93% | – | – | – | – | 17.85% |
2025 | -7.02% | -11.43% | 6.68% | 0.78% | 9.23% | 2.90% | -1.52% | -2.25% | -0.91% | 4.61% | -0.25% | -3.35% | -4.26% |
2024 | – | – | – | 0.00% | -1.60% | 2.17% | 4.64% | 1.89% | 1.70% | -0.66% | 0.29% | -0.07% | 8.53% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | May_2026 | 18.76% | 19 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 1.88% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.60% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
19.40%
Downside deviation
15.95%