Know Your PMS · Monthly tearsheet
Strategic Holdings in Natural Elements (SHINE)
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_202611 months filedBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: BenchmarkBM: NSE Multi Asset Index 1
CAGR
Needs 12 months
Total return
35.54%
Max drawdown
-11.93%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
16.0% / -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 | 16.02% | -0.10% | -8.08% | 2.04% | 4.07% | -9.69% | 0.95% | 8.74% | – | – | – | – | 12.16% |
2025 | – | – | – | – | – | – | – | – | – | 4.00% | 6.05% | 9.57% | 20.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Jun_2026 | Ongoing | 11.93% | 7 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
24.62%
Downside deviation
25.23%