Know Your PMS · Monthly tearsheet
Dezerv Wealth Account
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_20263 months filedBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: NSE Multi Asset Index 1
CAGR
Needs 12 months
Total return
4.43%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
2.1% / 0.9%
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 | – | – | – | – | – | 0.91% | 1.36% | 2.10% | – | – | – | – | 4.43% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
0 mo
Ann. volatility
1.70%
Downside deviation
0.00%