Know Your PMS · Monthly tearsheet
PRUDENT FINANCIAL RESURGENCE PORTFOLIO PRUDENT FRP
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_202619 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
1.22%
Total return
1.93%
Max drawdown
-22.86%
Sharpe
0.17
Sortino
0.06
Calmar
0.05
Win months
42.11%
Best / worst month
21.9% / -16.1%
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 | -3.25% | -2.48% | -16.10% | 21.85% | -1.37% | 3.44% | 0.82% | -2.25% | -5.42% | – | – | – | -8.27% |
2025 | – | – | 0.00% | 4.73% | 3.42% | 5.29% | -6.95% | -3.81% | 3.98% | 6.11% | -0.83% | -0.50% | 11.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 22.86% | 15 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
5 mo
Ann. volatility
24.86%
Downside deviation
21.24%