Know Your PMS · Monthly tearsheet
Barclays Discretionary Multi Asset Class 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_202611 months filedBM: NSE Multi Asset Index 2$BM: NIFTYMULTIASSETBM: Benchmark
CAGR
Needs 12 months
Total return
1.87%
Max drawdown
-5.69%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
88.89%
Best / worst month
4.5% / -5.7%
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 | 0.12% | 0.41% | -5.69% | 4.51% | 0.41% | 0.76% | 1.07% | 1.02% | -2.22% | – | – | – | 0.08% |
2025 | – | – | – | – | – | – | – | – | – | – | 0.95% | 0.83% | 1.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 5.69% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.22% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
8.22%
Downside deviation
14.96%