Know Your PMS · Monthly tearsheet
dezerv IPA Growth 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_202651 months filedBM: NSE Multi Asset Index 1BM: NIFTYMULTIASSET50-40-10BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
13.49%
Total return
71.20%
Max drawdown
-10.10%
Sharpe
1.51
Sortino
1.47
Calmar
1.34
Win months
72.55%
Best / worst month
5.7% / -7.5%
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 | 1.18% | 0.09% | -7.50% | 5.72% | 0.61% | 0.04% | 1.28% | 1.19% | – | – | – | – | 2.16% |
2025 | -1.12% | -3.98% | 4.48% | 2.51% | 2.22% | 2.04% | -0.94% | -0.46% | 2.15% | 2.90% | 0.96% | 0.54% | 11.59% |
2024 | 1.81% | 1.45% | 0.02% | 3.45% | 0.40% | 5.56% | 3.82% | 1.37% | 1.19% | -3.67% | -0.20% | -1.51% | 14.21% |
2023 | -0.19% | -0.95% | 0.46% | 2.51% | 3.03% | 2.95% | 2.95% | 0.41% | 1.25% | -1.68% | 5.51% | 4.40% | 22.41% |
2022 | – | – | – | – | – | -1.14% | 4.86% | 2.05% | -0.98% | 2.06% | 1.85% | -1.34% | 7.43% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 10.10% | 8 mo |
| Mar_2026 | Mar_2026 | Aug_2026 | 7.50% | 5 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 2.46% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.68% | 1 mo |
| Jul_2025 | Aug_2025 | Sep_2025 | 1.40% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
8.55%
Downside deviation
9.17%