Know Your PMS · Monthly tearsheet

EQUENTIS MULTI CAP 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 Aug_202619 months filedBM: NIFTY50TRIBM: Benchmark
Strategy page
CAGR
12.04%
Total return
19.71%
Max drawdown
-13.50%
Sharpe
0.88
Sortino
0.70
Calmar
0.89
Win months
68.42%
Best / worst month
9.2% / -10.3%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-2.71%0.34%-10.33%9.18%0.01%3.19%3.44%1.89%––––3.95%
2025
–0.00%6.10%1.81%2.91%3.93%-2.48%-1.35%0.01%4.06%0.75%-1.18%15.16%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Dec_2025Mar_2026Jul_202613.50%7 mo
Jul_2025Aug_2025Oct_20253.80%3 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
13.64%
Downside deviation
17.21%