Know Your PMS · Monthly tearsheet
ADVANTAGE 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_202668 months filedBM: BSE500TRIBM: Benchmark
CAGR
16.98%
Total return
143.22%
Max drawdown
-21.05%
Sharpe
1.05
Sortino
1.12
Calmar
0.81
Win months
63.24%
Best / worst month
12.9% / -11.6%
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 | -2.10% | 3.02% | -11.61% | 12.88% | 1.38% | 2.52% | 2.00% | 1.89% | -7.16% | – | – | – | 0.91% |
2025 | -5.96% | -9.74% | 3.33% | 1.81% | 9.75% | 3.92% | -0.02% | -3.39% | -1.33% | 5.79% | 0.93% | -2.19% | 1.37% |
2024 | 0.89% | -3.01% | -2.22% | 7.34% | -0.48% | 8.39% | 2.41% | 1.67% | 1.16% | -4.45% | -1.07% | -1.60% | 8.54% |
2023 | -1.07% | -3.15% | -1.81% | 5.80% | 8.56% | 4.21% | 3.25% | 4.38% | -0.42% | -2.00% | 5.87% | 5.10% | 31.78% |
2022 | 2.57% | -3.55% | 7.51% | 0.25% | -6.07% | -4.06% | 9.74% | 4.84% | 0.13% | 2.87% | 1.33% | -4.27% | 10.46% |
2021 | – | 7.33% | 0.02% | 6.32% | 7.68% | 3.76% | 4.09% | 1.77% | 7.14% | 2.06% | -1.74% | 3.69% | 50.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 21.05% | 21 mo |
| Dec_2022 | Mar_2023 | May_2023 | 9.94% | 5 mo |
| May_2022 | Jun_2022 | Aug_2022 | 9.88% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 7.16% | 1 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 5.16% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
16.22%
Downside deviation
15.22%