Know Your PMS · Monthly tearsheet
ASK Wealth Harmony 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
11.84%
Total return
50.70%
Max drawdown
-5.89%
Sharpe
1.90
Sortino
1.48
Calmar
2.01
Win months
79.55%
Best / worst month
3.9% / -5.9%
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 | 2.87% | 1.28% | -5.89% | 3.87% | 1.17% | -1.01% | 0.48% | 3.22% | -2.88% | – | – | – | 2.74% |
2025 | 0.59% | -1.27% | 2.51% | 2.56% | 1.54% | 1.01% | 0.76% | 0.83% | 3.74% | 1.92% | 1.51% | 0.91% | 17.84% |
2024 | 0.87% | 1.21% | 0.69% | 1.87% | 0.80% | 2.78% | 1.52% | 0.91% | 2.06% | -0.71% | -0.43% | -0.32% | 11.78% |
2023 | – | -1.05% | 1.05% | 1.44% | 1.24% | 0.65% | 1.62% | 0.56% | 0.07% | -0.42% | 3.10% | 2.63% | 11.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Aug_2026 | 5.89% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.88% | 1 mo · open |
| Oct_2024 | Feb_2025 | Mar_2025 | 2.13% | 5 mo |
| Feb_2023 | Feb_2023 | Apr_2023 | 1.05% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.42% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
3 mo
Ann. volatility
5.95%
Downside deviation
7.97%