Know Your PMS · Monthly tearsheet
DVIA Bespoke Dynamic Debt Portfolio
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_20269 months filedBM: CRISIL Credit IndexBM: CRISILCreditIndexBM: Benchmark
CAGR
Needs 12 months
Total return
4.50%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
0.9% / 0.2%
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 | 0.48% | 0.54% | 0.34% | 0.52% | 0.16% | 0.89% | 0.61% | 0.48% | – | – | – | – | 4.09% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.39% | 0.39% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
0 mo
Ann. volatility
0.65%
Downside deviation
0.00%