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 Jul_20268 months filed
CAGR
Needs 12 months
Total return
6.03%
Max drawdown
-12.12%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
75.00%
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% | 1.94% | 0.82% | – | – | – | – | – | 5.78% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.23% | 0.23% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | May_2026 | 12.12% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
22.44%
Downside deviation
28.13%