Know Your PMS · Monthly tearsheet
Emerging India Portfolio - Systematic Rebalancing Option
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_202666 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
CAGR
17.22%
Total return
139.64%
Max drawdown
-16.61%
Sharpe
1.11
Sortino
1.24
Calmar
1.04
Win months
63.64%
Best / worst month
12.4% / -9.1%
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 | -3.48% | 0.11% | -8.40% | 12.37% | 3.17% | 3.52% | 1.38% | 3.38% | – | – | – | – | 11.33% |
2025 | -7.09% | -9.12% | 6.28% | 0.17% | 9.46% | 3.98% | -3.26% | -1.99% | 2.29% | 4.83% | -0.51% | -2.25% | 1.16% |
2024 | 6.52% | -2.90% | -1.46% | 9.62% | -1.25% | 7.47% | 3.39% | 0.19% | 1.75% | -2.88% | 3.00% | -1.24% | 23.46% |
2023 | -2.93% | 1.54% | -0.64% | 3.85% | 8.72% | 6.20% | 3.67% | 3.95% | 1.61% | -2.31% | 7.49% | 6.94% | 44.39% |
2022 | 0.35% | -7.20% | 4.33% | -2.02% | -5.30% | -3.26% | 8.47% | 5.48% | -2.84% | 0.63% | 0.65% | -2.63% | -4.39% |
2021 | – | – | 2.93% | 2.50% | 4.04% | 2.22% | 3.29% | 1.70% | 5.03% | 2.83% | -1.26% | -0.68% | 24.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Jun_2025 | 16.61% | 6 mo |
| Nov_2021 | Jun_2022 | May_2023 | 14.47% | 18 mo |
| Nov_2025 | Mar_2026 | Jun_2026 | 13.92% | 7 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 5.19% | 3 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.32% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
15.36%
Downside deviation
13.86%