Know Your PMS · Monthly tearsheet
BEASPECIALISED PORTFOLIO (BEASP)
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 Sep_202644 months filedBM: BSE 500 TRBM: BSE500TRIBM: Benchmark
CAGR
23.66%
Total return
117.88%
Max drawdown
-30.54%
Sharpe
1.05
Sortino
1.25
Calmar
0.77
Win months
61.36%
Best / worst month
21.6% / -11.9%
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 | -3.06% | -2.39% | -11.95% | 21.60% | 0.80% | 3.72% | -2.47% | 2.56% | -4.21% | – | – | – | 1.49% |
2025 | -2.44% | -10.71% | 12.46% | 2.00% | 13.45% | 3.14% | -6.86% | -5.37% | 4.09% | 2.99% | -7.61% | -4.50% | -2.52% |
2024 | 8.56% | 2.41% | 0.00% | 4.73% | -2.20% | 3.78% | -1.26% | 2.08% | -0.68% | 3.06% | 0.39% | -1.30% | 20.81% |
2023 | – | -3.07% | 0.78% | 11.46% | 6.58% | 6.33% | 9.27% | 4.43% | 6.87% | 2.28% | 11.43% | 6.30% | 82.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 30.54% | 15 mo · open |
| Dec_2024 | Feb_2025 | May_2025 | 14.02% | 5 mo |
| Feb_2023 | Feb_2023 | Apr_2023 | 3.07% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 2.20% | 1 mo |
| Jul_2024 | Jul_2024 | Aug_2024 | 1.26% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
5 mo
Ann. volatility
22.38%
Downside deviation
18.86%