Know Your PMS · Monthly tearsheet
All Cap Portfolio - DPMS
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_202610 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
Needs 12 months
Total return
-2.69%
Max drawdown
-15.67%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
8.8% / -12.8%
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 | -3.32% | 0.32% | -12.77% | 8.82% | 0.83% | 2.66% | 2.53% | -1.12% | – | – | – | – | -3.38% |
2025 | – | – | – | – | – | – | – | – | – | – | 1.04% | -0.32% | 0.72% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 15.67% | 9 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
17.95%
Downside deviation
22.94%