Know Your PMS · Monthly tearsheet
Sanctum Multi Asset Portfolios - Generation Plus
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_202615 months filedBM: BenchmarkBM: BSE500TRI
CAGR
-2.65%
Total return
-3.30%
Max drawdown
-13.14%
Sharpe
-0.11
Sortino
-0.15
Calmar
-0.20
Win months
53.33%
Best / worst month
8.6% / -11.2%
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 | -2.57% | 1.22% | -11.23% | 8.57% | -0.39% | 2.48% | 1.48% | 0.73% | -5.22% | – | – | – | -6.00% |
2025 | – | – | – | – | – | – | 0.00% | -1.70% | 0.61% | 3.70% | 1.09% | -0.78% | 2.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 13.14% | 10 mo · open |
| Aug_2025 | Aug_2025 | Oct_2025 | 1.70% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
14.49%
Downside deviation
18.09%