Know Your PMS · Monthly tearsheet
VEDARTHA TRUST INVESTMENT SOLUTIONS STRATEGY
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 Aug_202611 months filedBM: NIFTY50TRIBM: BenchmarkBM: NIFTY50HYBRID50-50BM: NIFTYMTLDDI
CAGR
Needs 12 months
Total return
3.67%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
88.89%
Best / worst month
0.7% / 0.0%
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 | 0.18% | 0.73% | 0.06% | 0.50% | 0.24% | 0.00% | 0.48% | 0.40% | – | – | – | – | 2.62% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | 0.65% | 0.37% | 1.02% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
0 mo
Ann. volatility
0.84%
Downside deviation
0.00%