Know Your PMS · Monthly tearsheet
Nippon India Royal 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: BSE500TRIBM: S and PBSE500TRIBM: Benchmark
CAGR
15.36%
Total return
122.10%
Max drawdown
-19.56%
Sharpe
1.04
Sortino
1.06
Calmar
0.79
Win months
64.18%
Best / worst month
10.8% / -9.9%
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 | -4.18% | 1.01% | -9.93% | 10.82% | -0.60% | 1.88% | 4.26% | 4.55% | – | – | – | – | 6.64% |
2025 | -4.63% | -6.81% | 5.18% | 1.29% | 3.98% | 2.79% | -2.43% | -1.25% | 0.00% | 5.18% | 0.05% | -0.08% | 2.53% |
2024 | 3.52% | 3.40% | 0.42% | 1.22% | 0.11% | 7.16% | 2.29% | 1.69% | 1.58% | -5.26% | 2.13% | -2.15% | 16.76% |
2023 | -2.71% | -1.71% | 0.65% | 4.74% | 4.65% | 6.55% | 5.27% | 0.10% | 1.59% | -2.78% | 9.05% | 6.60% | 36.00% |
2022 | -0.13% | -7.35% | 4.25% | -4.67% | -4.33% | -5.93% | 9.78% | 4.70% | -3.08% | 5.50% | 2.49% | -3.49% | -3.79% |
2021 | – | 6.08% | -0.04% | -0.43% | 7.96% | 2.99% | 2.42% | 4.99% | 5.63% | 2.59% | -3.12% | 0.33% | 32.96% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2021 | Jun_2022 | Jun_2023 | 19.56% | 19 mo |
| Oct_2024 | Feb_2025 | Aug_2026 | 15.85% | 22 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.78% | 1 mo |
| Mar_2021 | Apr_2021 | May_2021 | 0.47% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
14.77%
Downside deviation
14.51%