Know Your PMS · Monthly tearsheet
Discretionary Equity focused 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: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
21.46%
Total return
196.14%
Max drawdown
-23.58%
Sharpe
1.12
Sortino
1.42
Calmar
0.91
Win months
59.70%
Best / worst month
18.6% / -10.5%
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 | -6.22% | -3.16% | -9.52% | 18.63% | 4.73% | 3.86% | 2.44% | 3.74% | – | – | – | – | 12.68% |
2025 | -4.70% | -10.49% | 0.22% | 10.23% | 6.41% | 2.34% | -1.30% | -0.31% | 2.82% | 6.46% | -1.93% | -1.95% | 6.28% |
2024 | 4.96% | -3.37% | -5.35% | 6.89% | -5.17% | 6.82% | -0.45% | -1.93% | 2.98% | -7.04% | -0.81% | -2.42% | -5.97% |
2023 | -3.02% | -1.16% | 0.53% | 9.82% | 8.64% | 12.42% | 10.25% | 2.62% | 5.01% | -7.23% | 3.43% | 6.22% | 56.50% |
2022 | 4.19% | -3.06% | 3.30% | -0.83% | -4.02% | -1.31% | 6.04% | 6.78% | 2.24% | 10.79% | 3.61% | 1.09% | 31.66% |
2021 | – | 4.08% | -0.72% | 4.26% | 10.87% | 2.40% | 6.00% | -2.06% | 2.90% | 0.07% | -3.15% | 0.79% | 27.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2024 | Feb_2025 | Jun_2026 | 23.58% | 28 mo |
| Oct_2023 | Oct_2023 | Dec_2023 | 7.23% | 2 mo |
| Apr_2022 | Jun_2022 | Aug_2022 | 6.06% | 4 mo |
| Jan_2023 | Feb_2023 | Apr_2023 | 4.14% | 3 mo |
| Nov_2021 | Nov_2021 | Jan_2022 | 3.15% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
18.91%
Downside deviation
15.10%