Know Your PMS · Monthly tearsheet
Enam India Diversified Equity Advantage
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_202668 months filedBM: BenchmarkBM: BSE500TRI
CAGR
14.59%
Total return
116.37%
Max drawdown
-20.00%
Sharpe
1.02
Sortino
0.96
Calmar
0.73
Win months
70.59%
Best / worst month
12.3% / -9.0%
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 | -2.51% | 2.19% | -8.97% | 12.29% | 0.22% | 7.03% | 0.08% | 1.81% | -3.98% | – | – | – | 6.87% |
2025 | -6.36% | -7.98% | 6.67% | 3.13% | 1.76% | 2.68% | 0.26% | -2.57% | 1.15% | 2.44% | 2.25% | 1.09% | 3.62% |
2024 | 0.18% | 0.44% | -0.25% | 4.01% | 1.43% | 6.85% | 3.22% | 1.91% | 1.93% | -6.16% | 0.24% | -1.30% | 12.63% |
2023 | -4.85% | 0.67% | 0.13% | 2.15% | 5.46% | 3.68% | 2.54% | 1.29% | 2.71% | -4.19% | 6.74% | 3.87% | 21.39% |
2022 | -2.81% | -4.66% | 2.35% | 0.74% | -4.35% | -5.05% | 11.91% | 3.37% | -0.42% | 2.19% | 4.47% | -0.84% | 5.81% |
2021 | – | 8.84% | 2.80% | 1.35% | 8.17% | 3.81% | 4.35% | 2.74% | -0.20% | -1.00% | -3.90% | 4.19% | 35.05% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 20.00% | 20 mo |
| Sep_2021 | Jun_2022 | Oct_2022 | 14.16% | 13 mo |
| Dec_2022 | Jan_2023 | May_2023 | 5.65% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.19% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.98% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
14.39%
Downside deviation
15.20%