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 Dec_20258 months filedBM: BSE500TRIBM: Benchmark
CAGR
Needs 12 months
Total return
-2.94%
Max drawdown
-8.26%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
37.50%
Best / worst month
4.3% / -3.9%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | – | – | – | – | 0.00% | 4.29% | -2.75% | -3.88% | -1.86% | 2.93% | 0.75% | -2.17% | -2.94% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Sep_2025 | Ongoing | 8.26% | 6 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
9.28%
Downside deviation
9.61%