Know Your PMS · Monthly tearsheet
Wealth Protector Debt Investment Approach
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_202623 months filedBM: NIFTYMEDTOLONGBM: BenchmarkBM: NiftyMediumtoLongDurationDebtIndexBM: Nifty Medium to Long Duration Debt Index
CAGR
6.18%
Total return
12.18%
Max drawdown
-3.61%
Sharpe
1.27
Sortino
0.89
Calmar
1.71
Win months
82.61%
Best / worst month
2.7% / -2.6%
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 | 0.10% | 1.09% | -2.56% | 1.37% | 0.81% | 2.71% | 0.38% | 0.72% | 0.16% | – | – | – | 4.80% |
2025 | 0.71% | -0.49% | 2.64% | 2.26% | 0.13% | -2.03% | 0.69% | -2.29% | 2.18% | 1.33% | 0.17% | 0.88% | 6.22% |
2024 | – | – | – | – | – | – | – | – | – | – | 0.28% | 0.50% | 0.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jun_2025 | Aug_2025 | Dec_2025 | 3.61% | 6 mo |
| Mar_2026 | Mar_2026 | Jun_2026 | 2.56% | 3 mo |
| Feb_2025 | Feb_2025 | Mar_2025 | 0.49% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
1 mo
Ann. volatility
4.72%
Downside deviation
6.96%