Know Your PMS · Monthly tearsheet
Wealth Protector
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: Nifty 50 TRIBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
3.85%
Max drawdown
-11.93%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
Best / worst month
11.7% / -10.4%
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 | 1.38% | -1.75% | -10.36% | 11.67% | 0.77% | -1.50% | 1.36% | 0.67% | – | – | – | – | 0.99% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 2.84% | 2.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 11.93% | 7 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
18.58%
Downside deviation
21.23%