Know Your PMS · Monthly tearsheet
FULL Series 3
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: NSE Multi Asset Index 2BM: NIFTYMULTIASSET
CAGR
Needs 12 months
Total return
-0.41%
Max drawdown
-0.44%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
11.11%
Best / worst month
0.2% / -0.3%
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% | 0.17% | -0.13% | 0.00% | -0.31% | 0.00% | 0.00% | – | – | – | – | -0.27% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.14% | -0.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Apr_2026 | Jun_2026 | Ongoing | 0.44% | 5 mo · open |
| Dec_2025 | Dec_2025 | Mar_2026 | 0.14% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
0.44%
Downside deviation
0.73%