Know Your PMS · Monthly tearsheet
ASK Wealth Core Balanced
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
13.70%
Total return
60.14%
Max drawdown
-6.50%
Sharpe
1.82
Sortino
1.59
Calmar
2.11
Win months
77.27%
Best / worst month
5.6% / -6.5%
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 | 1.45% | 1.22% | -6.50% | 5.57% | 1.12% | -0.51% | 1.15% | 2.11% | -3.08% | – | – | – | 2.08% |
2025 | -0.20% | -2.24% | 3.48% | 3.02% | 1.90% | 1.57% | 0.01% | 0.44% | 3.54% | 2.21% | 1.40% | 0.71% | 16.86% |
2024 | 1.28% | 1.30% | 0.53% | 2.46% | 0.81% | 4.04% | 2.94% | 1.19% | 2.11% | -1.92% | -0.58% | -0.61% | 14.25% |
2023 | – | -0.19% | 1.14% | 1.49% | 1.52% | 1.84% | 2.85% | 0.18% | 0.69% | -0.84% | 3.91% | 3.77% | 17.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 6.50% | 4 mo |
| Oct_2024 | Feb_2025 | Apr_2025 | 5.44% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.08% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.84% | 1 mo |
| Feb_2023 | Feb_2023 | Mar_2023 | 0.19% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
5 mo
Ann. volatility
7.14%
Downside deviation
8.64%