Know Your PMS · Monthly tearsheet
ASK Wealth Core Aggressive
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_202644 months filedBM: BenchmarkBM: NIFTYMULTIASSET50-40-10BM: NIFTYMULTIASSETBM: NSE Multi Asset Index I
CAGR
12.04%
Total return
51.71%
Max drawdown
-13.08%
Sharpe
1.16
Sortino
0.97
Calmar
0.92
Win months
72.73%
Best / worst month
7.8% / -8.9%
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% | 1.01% | -8.92% | 7.78% | 0.81% | 0.34% | 1.12% | 1.81% | -3.92% | – | – | – | -1.85% |
2025 | -2.72% | -5.04% | 4.37% | 2.96% | 2.80% | 2.71% | -0.87% | -0.20% | 1.81% | 2.63% | 1.03% | 0.09% | 9.56% |
2024 | 1.42% | 1.24% | 0.57% | 3.43% | 0.87% | 5.49% | 4.20% | 1.21% | 1.99% | -4.67% | -0.34% | -0.96% | 15.02% |
2023 | – | -1.31% | 0.54% | 3.21% | 3.16% | 3.49% | 3.47% | 0.37% | 0.67% | -0.90% | 4.29% | 3.83% | 22.66% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 13.08% | 12 mo |
| Jan_2026 | Mar_2026 | Jul_2026 | 8.98% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.92% | 1 mo · open |
| Feb_2023 | Feb_2023 | Apr_2023 | 1.31% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.90% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
10.19%
Downside deviation
12.45%