Know Your PMS · Monthly tearsheet
DPMS AQUILA 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_202667 months filedBM: NIFTYMA_EDARI_SCIENTBM: NSE Multi Asset Index 2BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
6.84%
Total return
44.67%
Max drawdown
-13.87%
Sharpe
0.72
Sortino
0.66
Calmar
0.49
Win months
64.18%
Best / worst month
11.7% / -9.9%
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 | -2.80% | -0.77% | -9.94% | 11.70% | 1.22% | 1.25% | 1.88% | 2.09% | – | – | – | – | 3.43% |
2025 | -2.66% | -5.31% | 2.36% | 3.15% | 3.78% | 3.56% | -1.60% | -1.53% | 1.16% | 3.67% | 0.03% | -0.85% | 5.41% |
2024 | -3.01% | -1.60% | 0.59% | -0.98% | 1.19% | 4.55% | 1.13% | 1.13% | 3.12% | -3.53% | 1.08% | 1.10% | 4.56% |
2023 | -0.48% | -0.66% | 0.40% | -1.32% | 1.77% | 2.24% | 1.73% | 0.36% | 0.44% | -1.19% | 3.55% | 3.09% | 10.24% |
2022 | -0.66% | -1.42% | 1.53% | -0.26% | -4.56% | -2.00% | 4.03% | 1.90% | -1.48% | 1.47% | 1.25% | -2.85% | -3.31% |
2021 | – | 4.35% | 0.64% | 1.33% | 3.22% | 1.53% | 1.63% | 3.07% | 0.94% | 0.27% | -0.25% | 0.96% | 19.07% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 13.87% | 7 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 9.13% | 8 mo |
| Jan_2022 | Jun_2022 | Jul_2023 | 7.25% | 18 mo |
| Jan_2024 | Apr_2024 | Jun_2024 | 4.94% | 5 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.11% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
9.84%
Downside deviation
10.36%