Know Your PMS · Monthly tearsheet
Xponent Tribe Long-term Equity 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_202631 months filedBM: BSE500TRIBM: S and P BSE 500 Total Return IndexBM: Benchmark
CAGR
32.43%
Total return
106.61%
Max drawdown
-15.63%
Sharpe
1.28
Sortino
1.55
Calmar
2.07
Win months
61.29%
Best / worst month
26.2% / -10.9%
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 | -4.39% | 6.90% | -9.74% | 26.16% | 11.15% | 8.91% | 1.17% | 6.90% | 4.94% | – | – | – | 59.90% |
2025 | -5.31% | -10.90% | 7.74% | -2.48% | 13.33% | 2.00% | 1.95% | 0.63% | -0.04% | 8.80% | 1.80% | -4.20% | 11.50% |
2024 | 0.00% | 0.00% | – | – | 0.00% | 0.00% | 3.67% | 4.38% | 2.05% | -2.53% | 5.06% | 2.48% | 15.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | May_2025 | 15.63% | 4 mo |
| Dec_2025 | Mar_2026 | Apr_2026 | 11.62% | 4 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 2.53% | 1 mo |
| Sep_2025 | Sep_2025 | Oct_2025 | 0.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
23.99%
Downside deviation
20.90%