Know Your PMS · Monthly tearsheet
Sterling Portfolio- Conservative 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 Sep_202631 months filedBM: CRISILCBFIBM: CRISILCOMPOSITEBOND
CAGR
7.28%
Total return
19.92%
Max drawdown
-3.37%
Sharpe
1.72
Sortino
1.31
Calmar
2.16
Win months
80.65%
Best / worst month
2.5% / -3.4%
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 | 0.76% | 0.06% | -3.37% | 2.47% | 0.11% | 0.56% | 0.85% | 0.49% | -1.46% | – | – | – | 0.36% |
2025 | 0.40% | -1.06% | 2.51% | 1.90% | 1.16% | 0.38% | 0.01% | -0.47% | 1.36% | 1.62% | 0.97% | 0.69% | 9.83% |
2024 | – | – | 0.99% | 1.09% | 1.56% | 1.83% | 1.58% | 1.01% | 1.22% | -0.80% | 0.13% | -0.12% | 8.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 3.37% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.46% | 1 mo · open |
| Oct_2024 | Feb_2025 | Mar_2025 | 1.45% | 5 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
1 mo
Ann. volatility
4.08%
Downside deviation
5.57%