Know Your PMS · Monthly tearsheet
Mehta Multi Focus Strategy
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 Sep_20265 months filedBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
Needs 12 months
Total return
7.64%
Max drawdown
-1.89%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
75.00%
Best / worst month
5.6% / -1.9%
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 | – | – | – | – | 1.26% | 5.62% | -0.34% | 2.93% | -1.89% | – | – | – | 7.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2026 | Sep_2026 | Ongoing | 1.89% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.34% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
9.03%
Downside deviation
4.70%