Know Your PMS · Monthly tearsheet
ASK Wealth Harmony Conservative
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_202610 months filedBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: NSE Multi Asset Index I
CAGR
Needs 12 months
Total return
4.87%
Max drawdown
-3.13%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
77.78%
Best / worst month
2.3% / -3.1%
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 | 2.25% | 1.15% | -3.13% | 1.92% | 0.90% | -0.04% | 1.04% | 1.92% | -2.02% | – | – | – | 3.92% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.92% | 0.92% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 3.13% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.02% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
5.79%
Downside deviation
7.45%