Know Your PMS · Monthly tearsheet
ASK Wealth CICERO Smart Beta
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_202624 months filedBM: NIFTY50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
-2.88%
Total return
-5.67%
Max drawdown
-14.85%
Sharpe
-0.10
Sortino
-0.14
Calmar
-0.19
Win months
58.33%
Best / worst month
10.4% / -12.5%
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 | -1.66% | 1.69% | -12.51% | 10.45% | 0.28% | 0.29% | 1.06% | 1.34% | -5.94% | – | – | – | -6.38% |
2025 | -5.15% | -7.51% | 5.94% | 3.36% | 3.12% | 3.31% | -3.38% | -0.50% | 0.70% | 4.04% | 1.80% | -1.20% | 3.67% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | 0.13% | -2.94% | -2.81% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | Oct_2025 | 14.85% | 10 mo |
| Dec_2025 | Mar_2026 | Ongoing | 13.56% | 10 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
15.83%
Downside deviation
19.97%