Know Your PMS · Monthly tearsheet
Pace 360 Multi Asset PMS Tresor Secure
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_202663 months filedBM: CRISILAggressiveCreditDebtTermIndexBM: BenchmarkBM: CRISIL Credit IndexBM: CRISILCreditIndex
CAGR
9.50%
Total return
61.04%
Max drawdown
-0.78%
Sharpe
3.03
Sortino
7.04
Calmar
12.18
Win months
80.95%
Best / worst month
4.7% / -0.8%
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 | 0.62% | 1.08% | -0.21% | 0.79% | 0.27% | 1.65% | 0.47% | -0.11% | 1.27% | – | – | – | 5.97% |
2025 | 0.45% | 0.23% | 1.59% | 1.03% | 0.65% | -0.49% | 0.68% | 0.38% | 0.98% | 1.01% | 0.58% | 0.46% | 7.80% |
2024 | 0.62% | -0.03% | 2.59% | 4.67% | 2.07% | 0.99% | -0.49% | 1.24% | 1.75% | 1.56% | -0.48% | 0.69% | 16.15% |
2023 | – | -0.40% | – | 1.24% | 2.02% | 0.66% | -0.26% | 0.78% | -0.78% | 0.90% | 0.49% | 2.09% | 6.90% |
2022 | 0.41% | 1.64% | 0.64% | 0.50% | 0.29% | 0.37% | 0.60% | 0.92% | -0.18% | 0.47% | 1.51% | 0.78% | 8.23% |
2021 | – | – | – | – | 1.14% | -0.41% | 1.19% | 0.25% | -0.12% | 1.55% | 0.80% | 0.41% | 4.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2023 | Sep_2023 | Oct_2023 | 0.78% | 1 mo |
| Jul_2024 | Jul_2024 | Aug_2024 | 0.49% | 1 mo |
| Jun_2025 | Jun_2025 | Jul_2025 | 0.49% | 1 mo |
| Nov_2024 | Nov_2024 | Dec_2024 | 0.48% | 1 mo |
| Jun_2021 | Jun_2021 | Jul_2021 | 0.41% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
1 mo
Ann. volatility
3.00%
Downside deviation
1.35%