Know Your PMS · Monthly tearsheet
Prime Vision Balanced
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_202610 months filedBM: NIFTY50TRIBM: NIFTY50HYBRID50-50
CAGR
Needs 12 months
Total return
-2.09%
Max drawdown
-7.21%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
4.2% / -7.2%
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 | 0.00% | 0.00% | -7.21% | 4.20% | 0.02% | 1.58% | 1.77% | 1.47% | -3.48% | – | – | – | -2.09% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Aug_2026 | 7.21% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.48% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
10.35%
Downside deviation
19.61%