Know Your PMS · Monthly tearsheet
Ace Multicap
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_202668 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
24.10%
Total return
239.97%
Max drawdown
-23.65%
Sharpe
1.20
Sortino
1.56
Calmar
1.02
Win months
60.29%
Best / worst month
16.1% / -10.2%
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 | -4.55% | -0.48% | -9.44% | 11.42% | -0.79% | 4.11% | 5.32% | 0.87% | -6.90% | – | – | – | -2.08% |
2025 | -3.97% | -10.19% | 5.78% | 3.92% | 7.80% | 1.85% | -1.66% | -2.66% | 1.43% | 3.48% | 3.81% | -0.38% | 8.15% |
2024 | 16.15% | -1.12% | -3.38% | 8.18% | 4.29% | 5.18% | 6.32% | -3.63% | -1.97% | -4.27% | 0.84% | -2.93% | 23.94% |
2023 | 0.59% | -5.76% | 0.38% | 9.63% | 6.05% | 5.61% | 8.75% | 6.35% | 6.26% | -3.23% | 11.92% | 12.50% | 74.95% |
2022 | -2.77% | -6.48% | 5.47% | 1.07% | -4.76% | -7.81% | 8.33% | 3.79% | -2.07% | 6.74% | 13.49% | -3.10% | 10.00% |
2021 | – | 4.98% | -0.88% | 1.04% | 10.10% | 5.95% | 3.85% | -0.15% | 2.50% | 0.78% | -1.90% | 4.44% | 34.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Aug_2026 | 23.65% | 24 mo |
| Jan_2022 | Jun_2022 | Oct_2022 | 14.89% | 9 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 8.14% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 6.90% | 1 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.46% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
19.57%
Downside deviation
15.49%