Know Your PMS · Monthly tearsheet
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1
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_20264 months filed
CAGR
Needs 12 months
Total return
-3.88%
Max drawdown
-5.21%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
1.4% / -4.7%
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 | – | – | – | – | – | 1.41% | -0.10% | -0.45% | -4.69% | – | – | – | -3.88% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2026 | Sep_2026 | Ongoing | 5.21% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
3 mo
Ann. volatility
7.85%
Downside deviation
9.43%