Know Your PMS · Monthly tearsheet
AXIS SECURITIES RETIREMENT
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
-7.34%
Total return
-13.04%
Max drawdown
-18.69%
Sharpe
-0.45
Sortino
-0.49
Calmar
-0.39
Win months
40.91%
Best / worst month
7.3% / -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 | -1.75% | -0.15% | -10.56% | 6.77% | -2.78% | – | – | – | – | – | – | – | -8.92% |
2025 | 0.35% | -7.37% | 7.30% | 3.71% | 1.18% | 3.11% | -2.19% | -1.79% | -0.21% | 3.09% | 1.66% | -0.48% | 7.89% |
2024 | – | – | – | – | – | – | – | 1.17% | -2.10% | -5.90% | -0.67% | -4.41% | -11.51% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 18.69% | 21 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
14.31%
Downside deviation
15.01%