Know Your PMS · Monthly tearsheet
All-Star 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_202643 months filedBM: BenchmarkBM: BSE500TRI
CAGR
10.19%
Total return
41.59%
Max drawdown
-18.99%
Sharpe
0.73
Sortino
0.72
Calmar
0.54
Win months
58.14%
Best / worst month
12.4% / -13.1%
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 | -4.60% | -1.11% | -13.13% | 12.41% | 1.62% | 3.71% | 0.95% | -1.69% | -4.74% | – | – | – | -8.21% |
2025 | -3.90% | -1.46% | 7.15% | 3.29% | 2.82% | 2.40% | -1.55% | -1.71% | 2.54% | 1.40% | -0.56% | -0.60% | 9.74% |
2024 | -5.67% | -0.16% | -1.37% | 5.30% | 0.62% | 7.28% | 0.56% | 2.72% | 4.43% | -1.45% | 1.56% | 0.60% | 14.68% |
2023 | – | – | -1.99% | 5.61% | 3.21% | 2.39% | 1.77% | -4.48% | 3.66% | -0.35% | 8.27% | 3.07% | 22.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 18.99% | 11 mo · open |
| Jan_2024 | Mar_2024 | Jun_2024 | 7.11% | 5 mo |
| Jan_2025 | Feb_2025 | Mar_2025 | 5.30% | 2 mo |
| Aug_2023 | Aug_2023 | Nov_2023 | 4.48% | 3 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.23% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
14.73%
Downside deviation
14.23%