Know Your PMS · Monthly tearsheet
FULL Series 1
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_202619 months filedBM: NSE Multi Asset Index 2BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
-22.51%
Total return
-33.22%
Max drawdown
-44.05%
Sharpe
-0.71
Sortino
-0.55
Calmar
-0.51
Win months
36.84%
Best / worst month
17.8% / -26.5%
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 | -4.39% | 4.07% | 0.26% | 17.78% | -0.83% | 2.03% | -5.11% | 1.16% | – | – | – | – | 14.12% |
2025 | – | 0.00% | -26.49% | 0.00% | 0.00% | 3.99% | 0.00% | 0.00% | -8.75% | -10.11% | 1.26% | -7.84% | -41.49% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2025 | Jan_2026 | Ongoing | 44.05% | 18 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
28.51%
Downside deviation
41.16%