Know Your PMS · Monthly tearsheet
Aristos Equity 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_202611 months filedBM: N50TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
4.78%
Max drawdown
-17.26%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
14.0% / -11.3%
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 | -3.67% | -2.53% | -11.35% | 14.04% | 1.46% | 2.42% | 4.32% | 2.43% | – | – | – | – | 5.40% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% | -0.59% | -0.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 17.26% | 7 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
20.22%
Downside deviation
21.15%