Know Your PMS · Monthly tearsheet
HDFC AMC MF Select Portfolio Equity (Formerly Portfolio of MF Schemes/ETFs)
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 Mar_202635 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
17.27%
Total return
59.13%
Max drawdown
-12.37%
Sharpe
1.30
Sortino
1.15
Calmar
1.40
Win months
71.43%
Best / worst month
7.6% / -11.7%
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 | -1.27% | 0.79% | -11.72% | – | – | – | – | – | – | – | – | – | -12.15% |
2025 | -2.39% | -4.35% | 6.49% | 4.10% | 1.37% | 2.76% | -1.43% | 0.10% | 1.72% | 3.35% | 0.53% | -0.25% | 12.14% |
2024 | 2.30% | 3.10% | 1.25% | 3.32% | 2.17% | 6.57% | 2.95% | 1.77% | 2.99% | -3.69% | -1.06% | -1.21% | 22.03% |
2023 | – | – | – | – | 3.69% | 4.95% | 4.91% | 0.66% | 1.95% | -2.31% | 7.44% | 7.64% | 32.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 12.37% | 4 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 12.11% | 8 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.31% | 1 mo |
| Jul_2025 | Jul_2025 | Sep_2025 | 1.43% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
12.80%
Downside deviation
14.99%