Know Your PMS · Monthly tearsheet
High Conviction 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 Aug_202667 months filedBM: S and PBSE500TRIBM: BenchmarkBM: BSE500TRI
CAGR
15.01%
Total return
118.33%
Max drawdown
-16.08%
Sharpe
1.06
Sortino
1.02
Calmar
0.93
Win months
68.66%
Best / worst month
9.8% / -10.2%
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 | -3.19% | -0.47% | -10.21% | 9.83% | 0.02% | 2.26% | 2.40% | 3.27% | – | – | – | – | 2.78% |
2025 | -3.80% | -7.04% | 5.01% | 2.59% | 3.93% | 2.56% | -2.17% | -0.36% | 0.32% | 4.53% | 0.58% | -0.40% | 5.16% |
2024 | 3.57% | 3.32% | 1.28% | 4.02% | 0.10% | 6.79% | 2.31% | 1.12% | 0.84% | -5.20% | 1.71% | -2.34% | 18.39% |
2023 | -3.21% | -1.81% | 0.58% | 3.97% | 4.23% | 5.60% | 4.86% | -1.16% | 2.74% | -3.20% | 8.49% | 7.93% | 32.03% |
2022 | 0.56% | -7.10% | 4.87% | -2.64% | -4.32% | -5.71% | 9.67% | 4.37% | -2.67% | 5.57% | 2.25% | -3.93% | -0.58% |
2021 | – | 4.76% | 0.53% | 0.94% | 5.56% | 2.63% | 0.99% | 4.03% | 6.60% | 3.36% | -2.82% | 0.35% | 30.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Nov_2022 | 16.08% | 12 mo |
| Oct_2024 | Feb_2025 | Aug_2026 | 15.79% | 22 mo |
| Dec_2022 | Feb_2023 | Jun_2023 | 8.70% | 6 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.20% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
4 mo
Ann. volatility
14.06%
Downside deviation
14.75%