Know Your PMS · Monthly tearsheet
Core Equity 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 May_202662 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
10.87%
Total return
70.45%
Max drawdown
-18.20%
Sharpe
0.80
Sortino
0.73
Calmar
0.60
Win months
62.90%
Best / worst month
10.9% / -12.3%
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 | -2.36% | -0.06% | -12.26% | 7.77% | -0.13% | – | – | – | – | – | – | – | -7.85% |
2025 | -3.72% | -7.88% | 6.40% | 3.33% | 3.00% | 4.09% | -2.59% | -1.80% | 1.74% | 4.01% | 1.47% | -0.95% | 6.36% |
2024 | 1.15% | 1.88% | 0.62% | 2.84% | -1.36% | 5.02% | 4.51% | 1.29% | 0.45% | -6.87% | 0.28% | -1.24% | 8.34% |
2023 | -3.14% | -1.11% | 0.09% | 3.01% | 5.22% | 4.72% | 4.43% | -1.79% | 1.57% | -2.04% | 6.22% | 4.88% | 23.71% |
2022 | 0.41% | -5.19% | 3.86% | -1.56% | -4.71% | -5.39% | 10.90% | 3.25% | -1.06% | 4.00% | 1.17% | -4.35% | 0.05% |
2021 | – | 8.98% | 1.55% | 2.63% | – | – | 4.30% | 4.09% | 3.03% | 2.16% | -2.97% | 2.99% | 29.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 18.20% | 20 mo · open |
| Feb_2022 | Jun_2022 | Aug_2022 | 12.61% | 6 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 8.38% | 6 mo |
| Nov_2021 | Nov_2021 | Jan_2022 | 2.97% | 2 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.28% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
14.18%
Downside deviation
14.82%