Know Your PMS · Monthly tearsheet
FULL Series 2
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: NSE Multi Asset Index 2BM: NIFTYMULTIASSETBM: Benchmark
CAGR
Needs 12 months
Total return
36.92%
Max drawdown
-1.73%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
22.22%
Best / worst month
39.3% / -1.4%
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 | 0.00% | 0.00% | -1.37% | 0.00% | 0.00% | 39.32% | 0.00% | 0.00% | – | – | – | – | 37.41% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | -0.52% | 0.16% | -0.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 1.73% | 7 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
39.36%
Downside deviation
3.59%