Know Your PMS · Monthly tearsheet
Quantum OCIO Strategy
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_202616 months filedBM: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 2
CAGR
9.67%
Total return
13.09%
Max drawdown
-12.80%
Sharpe
0.70
Sortino
0.55
Calmar
0.76
Win months
62.50%
Best / worst month
10.0% / -10.7%
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 | -3.57% | 1.29% | -10.68% | 9.99% | 2.54% | 3.16% | 2.95% | 2.15% | – | – | – | – | 6.74% |
2025 | – | – | – | – | 0.00% | 2.00% | -1.32% | -0.59% | 0.48% | 3.31% | 2.06% | -0.05% | 5.95% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jun_2026 | 12.80% | 6 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 1.90% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
14.17%
Downside deviation
17.58%