Know Your PMS · Monthly tearsheet
Sterling Portfolio- Aggressive 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_202646 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
14.91%
Total return
70.37%
Max drawdown
-13.89%
Sharpe
1.18
Sortino
1.03
Calmar
1.07
Win months
69.57%
Best / worst month
8.8% / -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 | -0.01% | -0.39% | -11.73% | 8.77% | 0.06% | 0.63% | 1.31% | 1.13% | – | – | – | – | -1.35% |
2025 | -2.53% | -6.05% | 6.03% | 3.54% | 2.97% | 3.14% | -1.95% | -1.08% | 1.71% | 3.84% | 1.63% | 0.33% | 11.52% |
2024 | 2.50% | 2.29% | 1.50% | 4.82% | 1.87% | 5.81% | 3.36% | 1.05% | 2.51% | -4.79% | 0.12% | -1.35% | 21.06% |
2023 | -1.91% | -1.95% | 0.56% | 3.90% | 4.46% | 3.98% | 4.70% | 0.35% | 1.46% | -2.40% | 7.32% | 6.65% | 29.98% |
2022 | – | – | – | – | – | – | – | – | – | – | 0.00% | -1.58% | -1.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 13.89% | 8 mo |
| Jan_2026 | Mar_2026 | Ongoing | 12.08% | 8 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 5.34% | 5 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.01% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.40% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
12.42%
Downside deviation
14.45%