Know Your PMS · Monthly tearsheet
PLUSWEALTH CAPITAL MANAGEMENT LLP - PLUSWEALTH CATALYST
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_20264 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)
CAGR
Needs 12 months
Total return
52.69%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
19.2% / 5.7%
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 | – | – | – | – | 19.16% | 5.67% | 9.07% | 11.18% | – | – | – | – | 52.69% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
0 mo
Ann. volatility
17.19%
Downside deviation
0.00%