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_202660 months filedBM: S and P BSE 500 Total Return IndexBM: BenchmarkBM: BSE500TRI
CAGR
27.09%
Total return
231.49%
Max drawdown
-20.37%
Sharpe
1.25
Sortino
1.40
Calmar
1.33
Win months
63.33%
Best / worst month
17.3% / -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 | -6.62% | 3.67% | -11.39% | 15.37% | 4.60% | 5.35% | 2.68% | 4.88% | -2.63% | – | – | – | 14.35% |
2025 | -9.64% | -11.87% | 9.13% | 1.61% | 9.84% | 7.57% | -0.90% | -1.98% | 0.74% | 6.59% | 0.86% | -2.41% | 7.12% |
2024 | 8.35% | 5.03% | -4.37% | 10.06% | -4.04% | 5.57% | 4.86% | 3.73% | 0.60% | -3.19% | 2.55% | 1.48% | 33.77% |
2023 | -0.99% | -0.29% | -0.32% | 8.72% | 7.76% | 8.69% | 5.34% | 1.12% | 2.37% | -2.33% | 7.37% | 6.73% | 52.94% |
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Jun_2025 | 20.37% | 5 mo |
| Dec_2025 | Mar_2026 | May_2026 | 16.29% | 5 mo |
| Jan_2022 | Jun_2022 | Nov_2022 | 14.68% | 10 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 4.37% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 4.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
20.95%
Downside deviation
19.29%