Know Your PMS · Monthly tearsheet
Absolute Freedom 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 Aug_202667 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
CAGR
16.22%
Total return
131.48%
Max drawdown
-16.14%
Sharpe
1.15
Sortino
1.22
Calmar
1.00
Win months
65.67%
Best / worst month
10.1% / -9.4%
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 | -3.88% | -1.13% | -9.41% | 9.54% | 1.05% | 2.37% | 2.30% | 5.69% | – | – | – | – | 5.48% |
2025 | -4.02% | -6.61% | 5.27% | 3.28% | 4.94% | 3.11% | -0.58% | 0.58% | 0.20% | 5.32% | 0.06% | -0.58% | 10.70% |
2024 | 2.92% | 2.12% | 0.31% | 4.15% | -0.25% | 5.73% | 2.22% | -0.01% | 1.26% | -5.53% | 1.38% | -2.32% | 12.13% |
2023 | -2.81% | -1.57% | 1.15% | 4.11% | 2.82% | 6.01% | 4.57% | -0.91% | 2.97% | -2.63% | 7.56% | 10.10% | 35.10% |
2022 | 0.67% | -6.37% | 3.18% | -2.06% | -5.02% | -4.72% | 8.51% | 3.98% | -3.22% | 6.29% | 2.40% | -3.83% | -1.48% |
2021 | – | 5.50% | -0.24% | 0.20% | 5.04% | 2.15% | 2.37% | 5.65% | 6.24% | 3.45% | -1.94% | 0.72% | 32.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 16.14% | 12 mo |
| Nov_2021 | Jun_2022 | Nov_2022 | 14.86% | 12 mo |
| Dec_2025 | Mar_2026 | Aug_2026 | 14.41% | 8 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 8.00% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.63% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
13.86%
Downside deviation
13.33%