Know Your PMS · Monthly tearsheet
Phillip Star 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_202666 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500
CAGR
12.49%
Total return
91.03%
Max drawdown
-16.70%
Sharpe
0.99
Sortino
0.88
Calmar
0.75
Win months
66.67%
Best / worst month
9.5% / -10.4%
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 | -3.07% | 1.37% | -10.43% | 9.21% | 1.78% | 2.58% | 2.56% | 2.05% | – | – | – | – | 5.03% |
2025 | -4.75% | -7.41% | 5.81% | 2.08% | 4.44% | 4.07% | -1.25% | -1.10% | 0.94% | 3.21% | 0.52% | -0.81% | 5.03% |
2024 | 1.90% | 2.00% | 0.00% | 0.00% | 0.19% | 7.44% | 4.11% | 1.39% | 2.33% | -6.06% | 0.37% | 0.17% | 14.14% |
2023 | -1.67% | -0.60% | -1.16% | 3.99% | 4.54% | 4.32% | 3.64% | 1.64% | 1.32% | -1.95% | 6.78% | 5.36% | 28.99% |
2022 | -2.84% | -3.99% | 3.37% | -1.47% | -6.18% | -4.56% | 9.50% | 2.08% | -1.92% | 1.90% | – | -2.21% | -7.06% |
2021 | – | 1.00% | 0.93% | 2.31% | 3.64% | 3.92% | 4.53% | 4.13% | 2.38% | 1.16% | -0.94% | 0.89% | 26.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Nov_2025 | 16.70% | 13 mo |
| Nov_2021 | Jun_2022 | Jun_2023 | 14.98% | 18 mo |
| Dec_2025 | Mar_2026 | Jul_2026 | 12.70% | 7 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.95% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
12.68%
Downside deviation
14.26%