Know Your PMS · Monthly tearsheet
Unicorn 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 Sep_202667 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
20.25%
Total return
179.97%
Max drawdown
-31.78%
Sharpe
1.06
Sortino
1.19
Calmar
0.64
Win months
61.19%
Best / worst month
15.4% / -11.4%
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 | -4.30% | -2.67% | -11.45% | 15.42% | -1.16% | 4.78% | 3.96% | -0.58% | -2.16% | – | – | – | -0.30% |
2025 | -9.72% | -6.50% | 2.11% | 2.16% | 8.82% | 2.63% | 2.00% | -5.73% | -2.90% | -1.67% | -4.64% | -3.64% | -17.04% |
2024 | 1.43% | -3.49% | -8.62% | 10.50% | -5.07% | 10.28% | 4.89% | 6.90% | 3.06% | -1.81% | 3.64% | 4.58% | 27.26% |
2023 | -1.33% | 1.05% | -0.51% | 8.96% | 7.10% | 3.56% | 1.67% | 6.82% | 0.75% | 0.01% | 8.75% | 0.55% | 43.45% |
2022 | 0.18% | -7.03% | 11.75% | -2.47% | -5.70% | -2.83% | 9.28% | 8.70% | 4.53% | 4.08% | -3.51% | 0.10% | 16.10% |
2021 | – | – | 0.00% | 6.45% | 5.71% | -0.55% | 7.54% | 4.11% | 4.29% | 3.99% | 7.25% | 9.58% | 59.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Ongoing | 31.78% | 14 mo · open |
| Jan_2025 | Feb_2025 | Jul_2025 | 15.59% | 6 mo |
| Feb_2024 | Mar_2024 | Jun_2024 | 11.81% | 4 mo |
| Apr_2022 | Jun_2022 | Aug_2022 | 10.63% | 4 mo |
| Feb_2022 | Feb_2022 | Mar_2022 | 7.03% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
8 mo
Ann. volatility
19.18%
Downside deviation
17.04%