Know Your PMS · Monthly tearsheet
CARNELIAN CONTRA PORTFOLIO STRATEGY
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_202620 months filedBM: S and P BSE 500 Total Return IndexBM: BenchmarkBM: BSE500TRI
CAGR
5.42%
Total return
9.20%
Max drawdown
-12.07%
Sharpe
0.36
Sortino
0.26
Calmar
0.45
Win months
60.00%
Best / worst month
12.0% / -12.1%
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 | -1.96% | 3.49% | -12.07% | 11.97% | 0.65% | -0.80% | 4.24% | 2.00% | -4.71% | – | – | – | 1.05% |
2025 | – | -9.77% | 8.37% | 1.69% | 2.63% | 5.38% | -4.34% | -3.24% | 2.88% | 4.86% | -0.01% | 0.64% | 8.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 12.07% | 4 mo |
| Feb_2025 | Feb_2025 | May_2025 | 9.77% | 3 mo |
| Jul_2025 | Aug_2025 | Dec_2025 | 7.44% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.71% | 1 mo · open |
| Jan_2026 | Jan_2026 | Feb_2026 | 1.96% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
19.12%
Downside deviation
21.11%