Know Your PMS · Monthly tearsheet
Ametra FactorIncome PMS
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_20268 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2BM: NIFTYMULTIASSET50-40-10
CAGR
Needs 12 months
Total return
1.78%
Max drawdown
-4.25%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
Best / worst month
3.1% / -4.3%
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 | 1.07% | 1.67% | -4.25% | 3.08% | -0.33% | -0.06% | 0.65% | 0.10% | – | – | – | – | 1.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 4.25% | 6 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
6.88%
Downside deviation
8.53%