Know Your PMS · Monthly tearsheet
AXIS SECURITIES CUSTOMIZED
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 May_202622 months filedBM: BenchmarkBM: BSE500TRIBM: BSE500(TRI)
CAGR
-2.02%
Total return
-3.67%
Max drawdown
-21.03%
Sharpe
-0.01
Sortino
-0.11
Calmar
-0.10
Win months
50.00%
Best / worst month
13.8% / -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 | -4.39% | 2.83% | -10.61% | 13.78% | 2.93% | – | – | – | – | – | – | – | 2.92% |
2025 | -5.51% | -10.14% | 8.60% | 1.47% | 5.58% | 4.45% | -2.85% | -1.79% | 0.42% | 2.20% | -0.63% | 0.23% | 0.63% |
2024 | – | – | – | – | – | – | – | -0.50% | -0.48% | -5.62% | 0.84% | -1.31% | -6.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 21.03% | 22 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
18.83%
Downside deviation
18.41%