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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 13.50% | 7 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.80% | 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%