Know Your PMS · Monthly tearsheet
AURUM MULTIPLIER PORTFOLIO
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_202668 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
21.47%
Total return
201.02%
Max drawdown
-23.47%
Sharpe
1.12
Sortino
1.34
Calmar
0.91
Win months
60.29%
Best / worst month
20.8% / -13.2%
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 | -5.10% | 0.58% | -13.16% | 20.75% | 0.70% | 8.69% | 2.60% | 3.22% | -2.91% | – | – | – | 12.64% |
2025 | -5.49% | -7.44% | 3.63% | 4.41% | 12.03% | 4.22% | -1.13% | -1.03% | -0.04% | 5.29% | -3.58% | -4.24% | 5.09% |
2024 | 3.12% | 0.34% | -2.15% | 4.30% | -1.54% | 8.49% | 4.16% | 9.12% | 2.60% | -5.33% | -1.30% | -0.13% | 22.75% |
2023 | -0.85% | -1.86% | -1.88% | 6.31% | 8.15% | 5.43% | 5.16% | 3.97% | -0.09% | -0.64% | 6.16% | 3.59% | 38.14% |
2022 | 0.89% | -10.91% | 6.17% | 1.00% | -7.53% | -2.15% | 6.91% | 3.66% | -1.75% | -0.13% | 2.44% | -1.70% | -4.50% |
2021 | – | 6.57% | 5.53% | 3.25% | 14.46% | 4.50% | 3.59% | -4.04% | 2.78% | 0.26% | 5.51% | 4.62% | 57.04% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 23.47% | 7 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 18.37% | 8 mo |
| Feb_2022 | Jun_2022 | May_2023 | 13.56% | 15 mo |
| Aug_2021 | Aug_2021 | Nov_2021 | 4.04% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.91% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
18.95%
Downside deviation
15.97%