Know Your PMS · Monthly tearsheet
Emerging 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 Aug_202667 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
CAGR
20.37%
Total return
181.51%
Max drawdown
-18.71%
Sharpe
1.20
Sortino
1.42
Calmar
1.09
Win months
62.69%
Best / worst month
12.9% / -10.1%
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 | -3.30% | 0.64% | -9.12% | 12.68% | 2.86% | 3.28% | 1.31% | 2.63% | – | – | – | – | 10.08% |
2025 | -6.94% | -10.06% | 6.73% | 0.48% | 9.21% | 4.13% | -3.23% | -2.35% | 2.78% | 4.75% | -0.60% | -2.00% | 1.16% |
2024 | 6.00% | -2.91% | -1.73% | 9.50% | -1.16% | 7.79% | 4.29% | -0.07% | 1.51% | -3.76% | 2.70% | -1.74% | 21.22% |
2023 | -3.25% | 1.63% | -0.64% | 4.15% | 8.82% | 6.14% | 3.86% | 3.93% | 1.89% | -2.59% | 7.94% | 7.43% | 46.00% |
2022 | 0.58% | -6.95% | 5.43% | -2.40% | -5.76% | -3.05% | 8.94% | 6.42% | -3.00% | 0.23% | 0.98% | -2.56% | -2.42% |
2021 | – | 12.95% | 3.28% | 2.69% | 4.61% | 2.67% | 5.42% | 1.93% | 5.25% | 2.98% | -1.67% | -0.66% | 46.37% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 18.71% | 12 mo |
| Nov_2021 | Jun_2022 | May_2023 | 14.05% | 18 mo |
| Nov_2025 | Mar_2026 | Jun_2026 | 13.85% | 7 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.59% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.59% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
16.63%
Downside deviation
14.31%