Know Your PMS · Monthly tearsheet
Sanctum Multi Asset Portfolios - Generation
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_202642 months filedBM: NIFTYMULTIASSETBM: BenchmarkBM: NSEMULTIASSET
CAGR
17.54%
Total return
76.07%
Max drawdown
-8.82%
Sharpe
1.65
Sortino
1.43
Calmar
1.99
Win months
71.43%
Best / worst month
6.7% / -8.8%
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 | 2.54% | 0.00% | -8.82% | 6.68% | 0.86% | -0.29% | 0.88% | 1.84% | -4.50% | – | – | – | -1.59% |
2025 | -1.09% | -3.53% | 4.52% | 3.46% | 2.69% | 2.46% | -0.79% | 0.00% | 2.88% | 3.62% | 1.62% | 0.77% | 17.58% |
2024 | 2.23% | 2.12% | 1.08% | 3.31% | 0.65% | 5.45% | 3.60% | 1.26% | 2.30% | -2.94% | -0.54% | -0.83% | 18.88% |
2023 | – | – | – | 2.86% | 3.21% | 3.58% | 3.98% | 0.98% | 1.08% | -1.64% | 6.05% | 5.14% | 27.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Aug_2026 | 8.82% | 5 mo |
| Oct_2024 | Feb_2025 | May_2025 | 8.65% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.50% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.64% | 1 mo |
| Jul_2025 | Jul_2025 | Sep_2025 | 0.79% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
10.04%
Downside deviation
12.23%