Know Your PMS · Monthly tearsheet
Emerging Corporates India 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_202668 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
10.60%
Total return
77.00%
Max drawdown
-14.38%
Sharpe
0.78
Sortino
0.94
Calmar
0.74
Win months
57.35%
Best / worst month
12.6% / -6.7%
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 | -2.79% | 0.24% | -6.73% | 12.62% | 3.67% | 2.50% | 1.22% | 0.22% | -6.14% | – | – | – | 3.56% |
2025 | -3.20% | -6.08% | 9.14% | -0.11% | 9.07% | 4.41% | -3.52% | -2.52% | 2.18% | 5.13% | 1.21% | -1.16% | 14.07% |
2024 | 0.74% | -1.48% | -2.77% | 3.60% | -1.66% | 7.86% | 6.26% | 5.51% | 4.17% | 0.13% | 0.82% | -3.77% | 20.31% |
2023 | -2.72% | -3.30% | -2.50% | 2.74% | 7.36% | 3.86% | 1.61% | -0.51% | 0.48% | -1.45% | 2.94% | 3.18% | 11.72% |
2022 | -1.23% | -3.77% | 3.91% | -1.79% | -4.28% | -5.99% | 11.46% | 4.29% | -3.86% | -0.71% | 2.00% | -0.63% | -1.84% |
2021 | – | 3.96% | -0.64% | 0.55% | 2.86% | 1.65% | 1.27% | 3.54% | 1.66% | -0.65% | -2.91% | 1.70% | 13.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Jun_2023 | 14.38% | 20 mo |
| Dec_2024 | Feb_2025 | May_2025 | 12.51% | 5 mo |
| Dec_2025 | Mar_2026 | Apr_2026 | 10.17% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.14% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 5.95% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.10%
Downside deviation
11.33%