Know Your PMS · Monthly tearsheet
XPONENT TRIBE LLP - XPONENT TRIBE YIELD 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_202624 months filedBM: CRISILCOMPOSITEBONDBM: NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)BM: NIFTYMULTIASSETBM: Benchmark
CAGR
18.77%
Total return
41.07%
Max drawdown
-7.02%
Sharpe
1.51
Sortino
2.00
Calmar
2.68
Win months
62.50%
Best / worst month
10.4% / -6.0%
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 | -1.27% | 2.90% | -5.98% | 10.45% | 4.31% | 5.28% | 0.12% | 4.22% | 1.08% | – | – | – | 22.20% |
2025 | -0.71% | -3.99% | 1.80% | 0.61% | 4.48% | 3.70% | 3.23% | 1.30% | 4.90% | 3.46% | -0.99% | -1.68% | 16.87% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | -0.05% | -1.17% | -1.22% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Apr_2026 | 7.02% | 5 mo |
| Nov_2024 | Feb_2025 | May_2025 | 5.83% | 6 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
11.69%
Downside deviation
9.41%