Know Your PMS · Monthly tearsheet
OAKS Tenet Portfolio (Formerly Known as ABC 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 Jul_20263 months filedBM: NIFTY50(TRI)BM: NIFTY50TRI
CAGR
Needs 12 months
Total return
-1.51%
Max drawdown
-2.63%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
1.1% / -1.4%
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 | – | – | – | – | -1.38% | -1.27% | 1.15% | – | – | – | – | – | -1.51% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2026 | Jun_2026 | Ongoing | 2.63% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
4.04%
Downside deviation
4.59%