Know Your PMS · Monthly tearsheet
R. Wadiwala Ingenious Equity Portfolio [Ingenious]
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_202610 months filedBM: BSE500TRIBM: Benchmark
CAGR
Needs 12 months
Total return
-2.02%
Max drawdown
-10.57%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
5.8% / -6.9%
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 | – | – | – | – | – | – | – | – | -6.93% | – | – | – | -6.93% |
2025 | 0.00% | -4.42% | 5.77% | 2.67% | 2.58% | 2.90% | -2.24% | -1.71% | 0.00% | – | – | – | 5.27% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Sep_2026 | Ongoing | 10.57% | 4 mo · open |
| Feb_2025 | Feb_2025 | Mar_2025 | 4.42% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
12.53%
Downside deviation
15.05%