Know Your PMS · Monthly tearsheet
RHPMPL MULTI ASSET PORTFOLIO
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_202650 months filedBM: NSE Multi Asset Index 2BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
9.49%
Total return
45.90%
Max drawdown
-9.99%
Sharpe
1.27
Sortino
1.20
Calmar
0.95
Win months
70.00%
Best / worst month
5.7% / -6.5%
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 | -0.99% | -0.22% | -6.52% | 5.74% | 0.28% | 0.87% | 1.98% | 1.99% | – | – | – | – | 2.73% |
2025 | -1.50% | -3.33% | 2.78% | 2.30% | 2.97% | 2.30% | -1.40% | -0.65% | 0.82% | 3.09% | -2.84% | 0.31% | 4.65% |
2024 | -2.39% | 0.92% | 0.48% | 1.56% | 0.71% | 3.28% | 2.88% | 0.97% | 1.22% | -1.63% | 0.47% | 0.22% | 8.89% |
2023 | -0.68% | -0.67% | 0.36% | 1.59% | 1.83% | 1.16% | 1.64% | 0.73% | 1.10% | -0.55% | 3.28% | 3.33% | 13.82% |
2022 | – | – | – | – | – | – | 4.97% | 1.54% | -0.78% | 2.19% | 1.96% | -0.64% | 9.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Aug_2026 | 9.99% | 9 mo |
| Oct_2024 | Feb_2025 | May_2025 | 5.68% | 7 mo |
| Jan_2024 | Jan_2024 | Apr_2024 | 2.39% | 3 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.04% | 3 mo |
| Dec_2022 | Feb_2023 | May_2023 | 1.98% | 5 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
7.29%
Downside deviation
7.90%