Know Your PMS · Monthly tearsheet
Multi Asset PMS
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_202652 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)BM: BenchmarkBM: NIFTYMULTIASSET50-40-10
CAGR
16.93%
Total return
96.98%
Max drawdown
-11.68%
Sharpe
1.31
Sortino
1.38
Calmar
1.45
Win months
67.31%
Best / worst month
15.6% / -11.5%
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 | 0.75% | 0.36% | -11.50% | 15.59% | 1.19% | 2.18% | 2.17% | 1.19% | -4.32% | – | – | – | 5.79% |
2025 | -0.47% | -4.99% | 4.22% | 3.96% | 4.26% | 4.08% | -0.96% | -3.50% | 4.33% | 3.98% | 0.28% | -1.30% | 14.09% |
2024 | 2.75% | 0.19% | 0.27% | 6.54% | -0.10% | 3.60% | 4.36% | 4.27% | 3.73% | -2.03% | -1.40% | -0.75% | 23.17% |
2023 | -0.89% | -0.72% | 0.38% | 4.39% | 2.89% | 2.31% | 4.48% | -0.02% | 1.37% | 0.10% | 4.32% | 4.00% | 24.82% |
2022 | – | – | – | – | – | 0.00% | 3.08% | 1.80% | -0.74% | 1.07% | 1.22% | -0.38% | 6.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 11.68% | 4 mo |
| Oct_2024 | Feb_2025 | May_2025 | 9.34% | 7 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.43% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.32% | 1 mo · open |
| Dec_2022 | Feb_2023 | Apr_2023 | 1.98% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
12.52%
Downside deviation
12.23%