Know Your PMS · Monthly tearsheet
Infinity Core Approach
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: NSE Multi Asset Index 1BM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10
CAGR
Needs 12 months
Total return
5.32%
Max drawdown
-6.69%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
88.89%
Best / worst month
5.2% / -6.7%
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 | 1.44% | 0.40% | -6.69% | 5.21% | 0.46% | 0.86% | 1.50% | 1.14% | – | – | – | – | 4.00% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 1.27% | 1.27% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 6.69% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
10.12%
Downside deviation
23.17%