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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 15.92% | 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%