Know Your PMS · Monthly tearsheet
Ace Regular Income
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: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 2
CAGR
20.51%
Total return
187.76%
Max drawdown
-14.80%
Sharpe
1.34
Sortino
1.71
Calmar
1.39
Win months
64.71%
Best / worst month
12.4% / -8.0%
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 | -1.64% | 0.08% | -6.47% | 8.00% | 0.01% | 1.65% | 4.24% | 1.26% | -4.80% | – | – | – | 1.58% |
2025 | -3.17% | -8.04% | 2.12% | 4.21% | 5.96% | 1.78% | -0.33% | -1.31% | 2.21% | 3.11% | 2.89% | -1.08% | 7.83% |
2024 | 12.44% | -0.15% | -2.42% | 6.28% | 3.26% | 3.23% | 4.66% | -2.50% | -1.12% | -2.58% | 1.90% | -0.02% | 24.29% |
2023 | 1.29% | -4.06% | 0.88% | 7.45% | 5.54% | 4.58% | 9.87% | 4.89% | 6.15% | -2.48% | 9.21% | 8.61% | 64.51% |
2022 | -2.09% | -4.78% | 5.15% | 0.04% | -4.16% | -6.43% | 6.48% | 2.91% | -1.90% | 3.96% | 8.41% | -2.76% | 3.61% |
2021 | – | 4.04% | -1.03% | 1.02% | 8.15% | 3.26% | 3.06% | 0.01% | 1.26% | 0.60% | -1.16% | 2.87% | 24.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Oct_2025 | 14.80% | 14 mo |
| Jan_2022 | Jun_2022 | Nov_2022 | 12.05% | 10 mo |
| Dec_2025 | Mar_2026 | Jul_2026 | 8.92% | 7 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 5.50% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.80% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
14.66%
Downside deviation
11.99%