Know Your PMS · Monthly tearsheet
dezerv IPA Aggressive 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_202652 months filedBM: NSE Multi Asset Index 1BM: NIFTYMULTIASSET50-40-10BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
14.09%
Total return
77.02%
Max drawdown
-13.44%
Sharpe
1.27
Sortino
1.31
Calmar
1.05
Win months
63.46%
Best / worst month
6.9% / -9.7%
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 | 0.74% | -0.07% | -9.71% | 6.91% | 0.57% | -0.05% | 1.48% | 1.12% | – | – | – | – | 0.24% |
2025 | -1.69% | -5.52% | 5.71% | 2.74% | 2.52% | 2.70% | -1.62% | -0.56% | 2.04% | 3.59% | 1.27% | 0.51% | 11.79% |
2024 | 1.96% | 1.48% | -0.20% | 4.02% | -0.12% | 6.82% | 4.66% | 1.59% | 1.36% | -5.06% | -0.25% | -1.59% | 15.10% |
2023 | -0.36% | -1.34% | 0.17% | 3.10% | 3.64% | 3.97% | 3.75% | 0.28% | 1.33% | -2.18% | 6.91% | 5.45% | 27.19% |
2022 | – | – | – | – | 0.00% | -1.47% | 5.70% | 1.64% | -0.93% | 2.63% | 2.22% | -1.92% | 7.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 13.44% | 12 mo |
| Feb_2026 | Mar_2026 | Ongoing | 9.77% | 7 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 3.58% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.18% | 1 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 1.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
10.76%
Downside deviation
10.71%