Know Your PMS · Monthly tearsheet
BANYAN EDHAS PORTFOLIO
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 Aug_202640 months filedBM: BSE 500TRBM: BenchmarkBM: BSE500TRI
CAGR
17.60%
Total return
71.68%
Max drawdown
-11.79%
Sharpe
1.14
Sortino
1.11
Calmar
1.49
Win months
67.50%
Best / worst month
16.1% / -11.8%
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 | -0.20% | 1.39% | -11.79% | 16.10% | 0.82% | 3.87% | 0.90% | 0.61% | – | – | – | – | 10.17% |
2025 | -0.55% | -7.77% | 2.02% | 4.73% | 6.44% | 2.57% | 0.66% | -5.52% | -0.42% | 3.46% | 1.83% | 3.26% | 10.23% |
2024 | 2.46% | -1.97% | -2.19% | 3.00% | 0.38% | 8.53% | 2.13% | -0.08% | 0.37% | -0.70% | -0.27% | 0.80% | 12.71% |
2023 | – | – | – | – | 0.00% | 2.20% | 3.68% | 4.23% | 5.33% | -3.42% | 5.17% | 6.15% | 25.43% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 11.79% | 1 mo |
| Oct_2024 | Feb_2025 | May_2025 | 8.44% | 7 mo |
| Aug_2025 | Sep_2025 | Dec_2025 | 5.92% | 4 mo |
| Feb_2024 | Mar_2024 | Jun_2024 | 4.12% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.42% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
15.18%
Downside deviation
15.85%