Know Your PMS · Monthly tearsheet
360 ONE Mandate Balanced
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_202629 months filedBM: BenchmarkBM: NIFTYMULTIASSETBM: NSE Multi Asset Index #1
CAGR
15.99%
Total return
43.11%
Max drawdown
-6.89%
Sharpe
1.83
Sortino
1.75
Calmar
2.32
Win months
75.86%
Best / worst month
7.0% / -6.3%
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 | 2.49% | -0.59% | -6.34% | 4.48% | 1.27% | -0.59% | 0.87% | 2.11% | – | – | – | – | 3.38% |
2025 | -0.30% | -2.18% | 3.24% | 2.35% | 1.73% | 6.97% | -0.52% | 0.46% | 0.31% | 2.29% | 1.28% | 2.14% | 18.96% |
2024 | – | – | – | 1.99% | 0.82% | 4.44% | 2.22% | 1.26% | 3.29% | -1.57% | 0.27% | 2.69% | 16.37% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Aug_2026 | 6.89% | 6 mo |
| Jan_2025 | Feb_2025 | Mar_2025 | 2.47% | 2 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 1.57% | 2 mo |
| Jul_2025 | Jul_2025 | Sep_2025 | 0.52% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
8.21%
Downside deviation
9.12%