Know Your PMS · Monthly tearsheet
CA Equity Multi-Manager 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_202633 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
5.24%
Total return
15.08%
Max drawdown
-14.08%
Sharpe
0.46
Sortino
0.35
Calmar
0.37
Win months
60.61%
Best / worst month
9.1% / -10.2%
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 | -3.00% | 0.05% | -10.21% | 9.14% | -0.28% | 2.48% | 0.00% | 0.53% | – | – | – | – | -2.29% |
2025 | -2.98% | -6.36% | 5.25% | 3.25% | 2.47% | 3.27% | -2.05% | -1.15% | 1.25% | 2.91% | 0.95% | -1.01% | 5.33% |
2024 | -2.09% | 0.29% | 1.20% | 2.50% | 0.25% | 7.20% | 2.80% | 2.37% | 2.64% | -5.48% | 0.89% | -0.82% | 11.83% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Nov_2025 | 14.08% | 13 mo |
| Dec_2025 | Mar_2026 | Ongoing | 13.74% | 9 mo · open |
| Jan_2024 | Jan_2024 | Apr_2024 | 2.09% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
12.55%
Downside deviation
14.93%