Know Your PMS · Monthly tearsheet
IIFL Flagship Leaders 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_20269 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
10.12%
Max drawdown
-14.73%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
Best / worst month
13.5% / -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 | -2.73% | -0.70% | -11.72% | 13.53% | 3.44% | 3.84% | 2.66% | 6.80% | -3.41% | – | – | – | 10.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | May_2026 | 14.73% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.41% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
23.23%
Downside deviation
21.70%