Know Your PMS · Monthly tearsheet
GLOBAL INDIA 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 Jun_202618 months filedBM: BenchmarkBM: NIFTY50TRIBM: S and P CNX Nifty
CAGR
-2.71%
Total return
-4.04%
Max drawdown
-16.59%
Sharpe
-0.08
Sortino
-0.16
Calmar
-0.16
Win months
50.00%
Best / worst month
9.3% / -9.7%
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 | -2.77% | -1.22% | -8.59% | 9.29% | -0.62% | 1.39% | – | – | – | – | – | – | -3.32% |
2025 | -4.60% | -9.68% | 7.75% | 4.14% | 5.67% | 2.26% | -3.34% | 0.14% | 0.31% | 0.31% | -0.23% | -2.23% | -0.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 16.59% | 12 mo · open |
| Jan_2025 | Feb_2025 | May_2025 | 13.83% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
16.67%
Downside deviation
16.91%