Know Your PMS · Monthly tearsheet
Infinity Core Equity Approach
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_20269 months filedBM: NIFTY50TRIBM: NIFTY 50 TRI INDEX
CAGR
Needs 12 months
Total return
7.97%
Max drawdown
-15.32%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
11.8% / -11.9%
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 | -4.12% | 0.50% | -11.93% | 11.81% | 2.46% | 3.21% | 2.55% | 5.16% | – | – | – | – | 8.21% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.22% | -0.22% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jun_2026 | 15.32% | 6 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
21.25%
Downside deviation
25.25%