Know Your PMS · Monthly tearsheet
SHREE WEALTH BUILDER PLAN
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_202650 months filedBM: NSE Multi Asset Index 2: Composition 50 percent NIFTY 500 20 percent NIFTY Medium Duration Index 20 percent NIFTY Arbitrage index 10 percent INVIT REITBM: NIFTYMULTIASSETBM: NIFTY50TRIBM: Benchmark
CAGR
11.20%
Total return
55.62%
Max drawdown
-11.38%
Sharpe
0.93
Sortino
0.82
Calmar
0.98
Win months
70.00%
Best / worst month
9.7% / -10.3%
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 | -1.96% | 1.39% | -10.35% | 9.72% | 0.74% | 1.11% | 1.87% | 0.34% | -4.84% | – | – | – | -3.13% |
2025 | -1.97% | -5.74% | 3.32% | 2.79% | 3.94% | 2.70% | -1.84% | -1.37% | 1.76% | 3.47% | 0.73% | -0.55% | 6.97% |
2024 | 2.66% | 2.12% | 0.96% | 1.99% | 2.29% | 5.63% | 1.94% | 1.00% | 2.16% | -3.49% | 0.92% | 0.56% | 20.16% |
2023 | 0.51% | -1.00% | 2.19% | 2.50% | – | 3.08% | 3.82% | -0.48% | 0.07% | -2.16% | 7.45% | 5.63% | 23.35% |
2022 | – | – | – | – | – | -4.01% | 8.22% | 2.21% | -3.99% | 2.22% | – | -2.77% | 1.32% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 11.38% | 7 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 9.50% | 8 mo |
| Sep_2022 | Feb_2023 | Jun_2023 | 5.05% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.84% | 1 mo · open |
| Jun_2022 | Jun_2022 | Jul_2022 | 4.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
2 mo
Ann. volatility
12.12%
Downside deviation
13.70%