Know Your PMS · Monthly tearsheet
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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: NIFTYMULTIASSETBM: NSE Multi Asset Index 2
CAGR
Needs 12 months
Total return
6.45%
Max drawdown
-9.71%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
9.3% / -9.0%
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 | 3.95% | -0.76% | -9.02% | 9.27% | 1.48% | -0.16% | -0.65% | 1.14% | – | – | – | – | 4.41% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 1.96% | 1.96% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | May_2026 | 9.71% | 3 mo |
| Jun_2026 | Jul_2026 | Aug_2026 | 0.81% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
15.73%
Downside deviation
15.72%