Know Your PMS · Monthly tearsheet
DPMS ARIES 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: CRISILAggressiveCreditDebtTermIndexScientPMBM: CRISIL Aggressive Credit Debt Term Index Scient PMBM: CRISILAggressiveCreditDebtTermIndexScienBM: Benchmark
CAGR
4.61%
Total return
28.63%
Max drawdown
-9.21%
Sharpe
0.61
Sortino
0.37
Calmar
0.50
Win months
79.10%
Best / worst month
6.9% / -8.3%
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 | -2.82% | 1.95% | 0.29% | -6.76% | 1.05% | 0.29% | -0.96% | 1.09% | – | – | – | – | -6.00% |
2025 | -1.78% | 0.08% | -1.74% | 0.42% | 6.56% | 0.22% | -3.52% | 4.90% | -0.38% | 0.08% | 2.45% | 0.10% | 7.19% |
2024 | 0.76% | -4.34% | 0.39% | 0.42% | 1.60% | 0.00% | -2.18% | 3.27% | 6.91% | 2.93% | -1.15% | 0.21% | 8.71% |
2023 | 0.61% | 0.76% | 0.15% | -8.27% | -1.03% | 2.44% | 1.15% | 2.70% | 0.98% | 0.92% | 1.01% | 0.69% | 1.66% |
2022 | 0.37% | 0.44% | 0.68% | 0.83% | 0.59% | 0.82% | 0.81% | 0.55% | 0.73% | 0.68% | 1.32% | 2.27% | 10.55% |
2021 | – | 0.61% | -0.18% | 0.81% | 0.44% | 0.25% | 0.67% | 0.30% | 0.16% | 0.42% | 0.79% | 0.13% | 4.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Apr_2023 | May_2023 | Dec_2023 | 9.21% | 8 mo |
| Jan_2026 | Apr_2026 | Ongoing | 7.35% | 8 mo · open |
| Feb_2024 | Feb_2024 | Sep_2024 | 4.34% | 7 mo |
| Nov_2024 | Mar_2025 | May_2025 | 4.32% | 6 mo |
| Jul_2025 | Jul_2025 | Aug_2025 | 3.52% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
24 mo
Longest loss streak
2 mo
Ann. volatility
7.80%
Downside deviation
12.44%