Know Your PMS · Monthly tearsheet
GREEN PORTFOLIO SPECIAL
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_202664 months filedBM: BSE 500 Total Return IndexBM: BenchmarkBM: BSE500TRI
CAGR
26.28%
Total return
247.16%
Max drawdown
-25.01%
Sharpe
1.13
Sortino
1.27
Calmar
1.05
Win months
65.63%
Best / worst month
24.3% / -14.5%
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 | -5.95% | 4.50% | -14.51% | 24.28% | 4.77% | 6.21% | 2.75% | 3.71% | – | – | – | – | 23.83% |
2025 | -8.49% | -13.53% | 5.54% | 0.86% | 11.47% | 1.76% | -1.41% | -3.39% | 1.46% | 3.90% | -5.38% | -1.68% | -10.75% |
2024 | 5.29% | -0.58% | -7.79% | 12.61% | 0.01% | 11.10% | 5.00% | 0.62% | 0.01% | -2.58% | 0.80% | 2.05% | 27.88% |
2023 | -3.98% | -3.05% | -2.69% | 9.59% | 3.55% | 8.17% | 3.76% | 6.25% | 1.67% | -4.22% | 8.48% | 5.97% | 37.23% |
2022 | 1.58% | -5.77% | 2.97% | 6.77% | -8.08% | – | 10.38% | 8.29% | 8.29% | -2.36% | 0.33% | -1.14% | 21.26% |
2021 | – | – | – | 14.60% | 7.93% | 6.59% | 9.21% | -0.92% | 3.71% | -2.68% | -3.07% | 5.77% | 47.62% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Jun_2026 | 25.01% | 17 mo |
| Oct_2022 | Mar_2023 | Jun_2023 | 12.27% | 8 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 8.32% | 2 mo |
| May_2022 | May_2022 | Jul_2022 | 8.08% | 1 mo |
| Feb_2022 | Feb_2022 | Apr_2022 | 5.77% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
22.87%
Downside deviation
20.72%