Know Your PMS · Monthly tearsheet
Neo Core Multi Asset Conservative 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 Jun_20267 months filedBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: Nifty Multi Asset Equity : Debt : Arbitrage : REITs/InvITs (50:20:20:10) Index
CAGR
Needs 12 months
Total return
3.54%
Max drawdown
-1.63%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
2.6% / -1.6%
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 | 0.18% | 0.64% | -1.63% | 2.61% | 0.86% | 0.88% | – | – | – | – | – | – | 3.54% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 1.63% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
4.06%
Downside deviation
5.65%