Know Your PMS · Monthly tearsheet
PGIM India Equity Portfolio Series II
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 Sep_20263 months filed
CAGR
Needs 12 months
Total return
-8.76%
Max drawdown
-14.73%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
8.2% / -14.7%
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 | – | – | – | – | – | – | – | – | -1.10% | – | – | – | -1.10% |
2025 | – | -14.73% | 8.19% | – | – | – | – | – | – | – | – | – | -7.75% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2025 | Feb_2025 | Ongoing | 14.73% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
32.61%
Downside deviation
36.18%