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 Jul_20268 months filed
CAGR
Needs 12 months
Total return
-8.19%
Max drawdown
-12.68%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
25.00%
Best / worst month
6.8% / -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 | -1.75% | -0.15% | -10.56% | 6.77% | -2.78% | -0.04% | 1.33% | – | – | – | – | – | -7.75% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.48% | -0.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 12.68% | 8 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
4 mo
Ann. volatility
15.63%
Downside deviation
15.66%