Know Your PMS · Monthly tearsheet
IFIP
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_20268 months filedBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: NSE Multi Asset Index 1
CAGR
Needs 12 months
Total return
1.90%
Max drawdown
-7.90%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
Best / worst month
6.9% / -7.6%
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 | -1.02% | 0.70% | -7.60% | 6.94% | -0.54% | 1.99% | 1.81% | 0.18% | – | – | – | – | 1.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jul_2026 | 7.90% | 6 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
13.09%
Downside deviation
15.37%