Know Your PMS · Monthly tearsheet
Pace 360 Multi Asset PMS Tresor Smart Beta
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_202621 months filedBM: BenchmarkBM: NIFTYMULTIASSET50-40-10BM: NIFTYMULTIASSETBM: NSE Multi Asset Index 1BM: NIFTYMA_PACE
CAGR
9.67%
Total return
17.53%
Max drawdown
-11.09%
Sharpe
0.79
Sortino
0.68
Calmar
0.87
Win months
76.19%
Best / worst month
12.8% / -8.3%
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 | 0.68% | 1.10% | -2.65% | 4.27% | 0.65% | 1.89% | 0.43% | -0.11% | -0.07% | – | – | – | 6.22% |
2025 | -3.03% | -8.31% | 12.80% | 1.40% | 0.86% | 0.89% | 1.04% | 0.99% | 0.75% | 1.90% | 1.02% | 1.03% | 10.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Mar_2025 | 11.09% | 2 mo |
| Mar_2026 | Mar_2026 | Apr_2026 | 2.65% | 1 mo |
| Aug_2026 | Sep_2026 | Ongoing | 0.18% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
2 mo
Ann. volatility
12.43%
Downside deviation
14.31%