Know Your PMS · Monthly tearsheet
PLUSWEALTH CAPITAL MANAGEMENT LLP - CUSTOM PORTFOLIO 1
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 Apr_20265 months filedBM: NIFTYMULTIASSET
CAGR
Needs 12 months
Total return
21.14%
Max drawdown
-10.56%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
40.00%
Best / worst month
18.6% / -10.6%
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 | -1.69% | 16.20% | -10.56% | 18.56% | – | – | – | – | – | – | – | – | 21.14% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 10.56% | 1 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 1.69% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
38.57%
Downside deviation
26.20%