Know Your PMS · Monthly tearsheet
Sterling Portfolio- Balanced 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: CRISILH5050MIBM: Benchmark
CAGR
11.69%
Total return
52.79%
Max drawdown
-7.34%
Sharpe
1.50
Sortino
1.27
Calmar
1.59
Win months
73.91%
Best / worst month
5.4% / -7.3%
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 | 0.32% | 0.20% | -7.34% | 5.37% | 0.14% | 0.90% | 0.97% | 1.01% | – | – | – | – | 1.14% |
2025 | -0.97% | -3.28% | 4.02% | 2.68% | 1.98% | 1.45% | -0.88% | -0.80% | 1.70% | 2.48% | 1.21% | 0.50% | 10.33% |
2024 | 1.55% | 1.80% | 1.29% | 2.83% | 1.72% | 3.48% | 2.38% | 1.05% | 1.78% | -2.48% | 0.12% | -0.63% | 15.79% |
2023 | -0.97% | -1.05% | 0.80% | 2.47% | 2.72% | 2.18% | 2.96% | 0.25% | 0.92% | -1.20% | 4.45% | 4.28% | 19.09% |
2022 | – | – | – | – | – | – | – | – | – | – | 0.00% | -0.69% | -0.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Aug_2026 | 7.34% | 5 mo |
| Oct_2024 | Feb_2025 | May_2025 | 7.07% | 7 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 2.69% | 4 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 1.67% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.20% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
7.49%
Downside deviation
9.19%