Know Your PMS · Monthly tearsheet

CARNELIAN BESPOKE 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_202324 months filed
Strategy page
CAGR
34.44%
Total return
80.75%
Max drawdown
-14.68%
Sharpe
1.52
Sortino
2.25
Calmar
2.35
Win months
58.33%
Best / worst month
17.3% / -8.6%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-0.99%-0.29%-0.32%8.72%7.76%8.69%5.34%1.12%2.37%–––36.64%
2022
-2.32%-6.98%2.08%7.30%-8.58%-6.23%7.84%7.84%-2.33%2.96%5.25%-1.48%3.46%
2021
–––––––––0.00%17.27%9.03%27.86%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jan_2022Jun_2022Nov_202214.68%10 mo
Dec_2022Mar_2023Apr_20233.05%4 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
20.59%
Downside deviation
15.29%