Know Your PMS · Monthly tearsheet
Concentrated Equity 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_202625 months filedBM: BenchmarkBM: NIFTY 50 TRIBM: NIFTY50TRI
CAGR
-0.76%
Total return
-1.57%
Max drawdown
-15.91%
Sharpe
0.02
Sortino
-0.05
Calmar
-0.05
Win months
56.00%
Best / worst month
10.4% / -11.8%
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 | -4.92% | 1.90% | -11.82% | 10.45% | -1.25% | 5.38% | 0.92% | 0.02% | -3.65% | – | – | – | -4.50% |
2025 | -3.40% | -5.73% | 4.94% | 0.80% | 5.65% | 1.89% | -0.45% | -2.05% | 0.56% | 4.06% | 0.45% | -1.57% | 4.61% |
2024 | – | – | – | – | – | – | – | – | 1.88% | -1.86% | 0.64% | -2.09% | -1.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 15.91% | 10 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 11.94% | 8 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.49% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
14.89%
Downside deviation
16.11%