Know Your PMS · Monthly tearsheet
Capital Appreciation Select Large Cap 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 Sep_202632 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY 50 INDEX TRI
CAGR
8.06%
Total return
22.95%
Max drawdown
-23.66%
Sharpe
0.49
Sortino
0.37
Calmar
0.34
Win months
65.63%
Best / worst month
14.3% / -12.2%
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 | -1.19% | 3.56% | -12.19% | 14.34% | 1.66% | 0.16% | 1.88% | 0.55% | -6.58% | – | – | – | 0.11% |
2025 | -7.36% | -10.83% | 10.53% | 0.84% | 6.76% | 3.07% | -4.57% | -1.23% | 3.80% | 4.72% | 0.54% | -0.38% | 3.97% |
2024 | – | 5.78% | 1.01% | 6.38% | 5.95% | 3.43% | 2.62% | -1.32% | 0.94% | -7.12% | 1.96% | -2.03% | 18.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | May_2026 | 23.66% | 21 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.58% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
19.23%
Downside deviation
22.00%