Know Your PMS · Monthly tearsheet
Enhanced Portfolio 1
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_202666 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
12.26%
Total return
88.94%
Max drawdown
-17.46%
Sharpe
0.92
Sortino
0.91
Calmar
0.70
Win months
63.64%
Best / worst month
11.3% / -12.1%
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 | -4.26% | -0.40% | -12.07% | 8.14% | 0.38% | 1.57% | 1.52% | -0.25% | – | – | – | – | -6.38% |
2025 | -4.62% | -7.24% | 6.50% | 2.46% | 2.91% | 3.11% | -1.06% | -1.60% | 0.75% | 3.19% | 1.50% | -0.34% | 4.89% |
2024 | 0.25% | 0.70% | 0.37% | 3.88% | 1.23% | 6.01% | 3.30% | 0.94% | 1.58% | -5.38% | 0.30% | -1.11% | 12.28% |
2023 | -2.68% | -1.75% | 1.20% | 4.49% | 3.28% | 4.37% | 5.08% | -1.01% | 2.57% | -3.79% | 5.57% | 7.20% | 26.61% |
2022 | 1.84% | -4.45% | 4.14% | -0.62% | -2.14% | -2.54% | – | 4.36% | -2.39% | 4.50% | 2.03% | -2.89% | 1.31% |
2021 | – | 11.28% | -1.21% | -0.32% | 8.48% | 0.93% | 0.58% | 4.97% | 4.81% | 1.48% | -4.25% | 3.57% | 33.61% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 17.46% | 23 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 7.15% | 5 mo |
| Feb_2022 | Jun_2022 | Oct_2022 | 5.69% | 7 mo |
| Nov_2021 | Nov_2021 | Jan_2022 | 4.25% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.79% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
13.50%
Downside deviation
13.46%