Know Your PMS · Monthly tearsheet

InCred Active Momentum 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_202620 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
Strategy page
CAGR
3.43%
Total return
5.78%
Max drawdown
-15.92%
Sharpe
0.29
Sortino
0.17
Calmar
0.22
Win months
60.00%
Best / worst month
8.8% / -11.7%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-3.54%2.69%-11.73%8.75%0.44%3.14%2.66%1.44%-7.69%–––-5.31%
2025
–0.00%5.84%2.94%2.32%4.20%-3.17%-3.09%-0.94%3.97%1.70%-2.16%11.71%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jul_2025Mar_2026Ongoing15.92%15 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
15.85%
Downside deviation
20.05%