Know Your PMS · Monthly tearsheet
Concentrated Growth 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_202628 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
17.32%
Total return
45.17%
Max drawdown
-24.97%
Sharpe
0.73
Sortino
0.69
Calmar
0.69
Win months
60.71%
Best / worst month
17.6% / -16.1%
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 | -4.98% | 0.13% | -12.71% | 17.58% | 2.55% | 2.44% | 3.51% | 9.47% | 1.30% | – | – | – | 17.75% |
2025 | -2.80% | -16.10% | 12.75% | 9.28% | 10.58% | 2.06% | -2.24% | -4.34% | 4.99% | 4.16% | 16.46% | -2.49% | 31.70% |
2024 | – | 0.00% | – | – | – | – | 1.12% | 0.62% | -2.55% | -5.18% | 3.17% | -3.49% | -6.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | May_2025 | 24.97% | 8 mo |
| Dec_2025 | Mar_2026 | Jun_2026 | 19.02% | 6 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 6.48% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
25.94%
Downside deviation
25.19%