Know Your PMS · Monthly tearsheet
Pace 360 Multi Asset PMS Tresor Prive
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_202651 months filedBM: BenchmarkBM: NIFTYMULTIASSET50-40-10BM: NIFTYMULTIASSETBM: NSE Multi Asset Index 1BM: NIFTYMA_PACE
CAGR
10.66%
Total return
53.80%
Max drawdown
-16.70%
Sharpe
1.10
Sortino
1.13
Calmar
0.64
Win months
70.59%
Best / worst month
11.2% / -7.6%
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 | 0.64% | 1.25% | -3.60% | 6.37% | 0.40% | 2.77% | 0.48% | -0.43% | -0.82% | – | – | – | 6.98% |
2025 | -3.44% | -7.58% | 11.23% | -0.20% | 2.06% | 2.25% | 0.72% | 0.44% | 0.50% | 1.41% | 1.11% | 0.72% | 8.55% |
2024 | 0.25% | -0.91% | 4.73% | 3.78% | 1.54% | 1.21% | 0.72% | 1.79% | 1.60% | -3.43% | -2.86% | -0.49% | 7.89% |
2023 | – | -1.22% | – | 3.95% | 2.19% | -1.80% | 0.91% | 0.95% | -0.66% | 2.98% | 5.07% | -0.17% | 12.63% |
2022 | – | – | – | – | 1.50% | -1.46% | 2.59% | 0.64% | 0.19% | 1.41% | 3.83% | 0.05% | 8.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Nov_2025 | 16.70% | 13 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 3.60% | 1 mo |
| Jun_2023 | Jun_2023 | Aug_2023 | 1.80% | 2 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 1.46% | 1 mo |
| Aug_2026 | Sep_2026 | Ongoing | 1.25% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
5 mo
Ann. volatility
9.60%
Downside deviation
9.44%