Know Your PMS · Monthly tearsheet
Barclays Discretionary Multi Asset Class Moderately 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_202636 months filedBM: NSE Multi Asset Index 2$BM: NIFTYMULTIASSETBM: Benchmark
CAGR
11.12%
Total return
37.22%
Max drawdown
-8.14%
Sharpe
1.30
Sortino
1.01
Calmar
1.37
Win months
75.00%
Best / worst month
6.6% / -8.1%
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 | -0.05% | 0.47% | -8.14% | 6.57% | 0.51% | 0.86% | 1.28% | 1.02% | -3.23% | – | – | – | -1.33% |
2025 | -0.01% | -3.09% | 1.66% | 2.09% | 3.29% | 2.49% | 0.15% | -0.03% | 1.80% | 2.68% | 1.19% | 0.78% | 13.62% |
2024 | 0.67% | 1.44% | 1.17% | 1.20% | 1.47% | 3.73% | 2.73% | 1.57% | 1.80% | -2.06% | 0.82% | -0.36% | 15.01% |
2023 | – | – | – | – | – | – | – | – | – | -0.97% | 4.11% | 3.22% | 6.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 8.14% | 4 mo |
| Oct_2024 | Feb_2025 | May_2025 | 4.66% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.23% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.97% | 1 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.05% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
8.32%
Downside deviation
11.05%