Know Your PMS · Monthly tearsheet
AXIS SECURITIES ETHICAL
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
1.05%
Max drawdown
-12.79%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
11.9% / -10.4%
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 | -2.46% | 0.42% | -10.43% | 11.87% | -0.88% | 3.86% | 0.61% | – | – | – | – | – | 1.66% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.60% | -0.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jun_2026 | 12.79% | 6 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
20.18%
Downside deviation
18.65%