Know Your PMS · Monthly tearsheet
DYNAMICMF
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 Jun_20267 months filedBM: NIFTYMULTIASSETBM: NiftyMultiAsset-Equity:Debt:Arbitrage:Reits/Invits
CAGR
Needs 12 months
Total return
8.30%
Max drawdown
-11.36%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
71.43%
Best / worst month
9.2% / -11.4%
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 | 1.74% | 0.63% | -11.36% | 9.15% | 1.61% | 7.60% | – | – | – | – | – | – | 8.30% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 11.36% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
21.27%
Downside deviation
39.35%