Know Your PMS · Monthly tearsheet
Wealth Preserve
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 Feb_202617 months filedBM: BenchmarkBM: NIFTYMEDTOLONG
CAGR
4.68%
Total return
6.69%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
88.24%
Best / worst month
0.6% / 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 | 0.00% | 0.00% | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | 0.56% | 0.46% | 0.45% | 0.48% | 0.43% | 0.39% | 0.42% | 0.44% | 0.38% | 0.45% | 0.37% | 0.41% | 5.37% |
2024 | – | – | – | – | – | – | – | – | – | 0.31% | 0.46% | 0.48% | 1.26% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
15 mo
Longest loss streak
0 mo
Ann. volatility
0.52%
Downside deviation
0.00%