Know Your PMS · Monthly tearsheet
ASK Wealth Harmony 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: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: NSE Multi Asset Index I
CAGR
13.62%
Total return
59.73%
Max drawdown
-10.20%
Sharpe
1.36
Sortino
1.14
Calmar
1.33
Win months
75.00%
Best / worst month
7.0% / -8.8%
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 | -0.24% | 1.16% | -8.76% | 6.95% | 0.56% | 0.25% | 1.02% | 1.61% | -3.54% | – | – | – | -1.70% |
2025 | -1.37% | -4.22% | 3.42% | 2.79% | 2.73% | 2.50% | -0.36% | 0.15% | 2.68% | 2.78% | 1.38% | 0.23% | 13.16% |
2024 | 1.65% | 1.64% | 0.77% | 3.07% | 0.99% | 5.18% | 3.55% | 1.07% | 2.30% | -3.90% | -0.13% | -0.96% | 16.00% |
2023 | – | -1.68% | 0.78% | 2.79% | 2.82% | 2.82% | 3.64% | 0.24% | 0.95% | -1.64% | 5.92% | 5.22% | 23.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 10.20% | 8 mo |
| Mar_2026 | Mar_2026 | Aug_2026 | 8.76% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.54% | 1 mo · open |
| Feb_2023 | Feb_2023 | Apr_2023 | 1.68% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.64% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
9.68%
Downside deviation
11.95%