Know Your PMS · Monthly tearsheet
IDPL Wealthy Nivesh Multi Asset
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: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
5.13%
Max drawdown
-6.87%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
77.78%
Best / worst month
6.9% / -6.9%
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 | -0.35% | 0.35% | -6.87% | 6.88% | 0.95% | 1.33% | 1.66% | 1.25% | – | – | – | – | 4.80% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.31% | 0.31% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | May_2026 | 6.87% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
11.46%
Downside deviation
16.85%