Know Your PMS · Monthly tearsheet
WEALTH SPIRAL ( DYNAMIC SCHEME) 2
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
-2.73%
Max drawdown
-10.24%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
4.6% / -7.4%
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 | – | – | – | – | – | 3.57% | 4.63% | -3.08% | -7.39% | – | – | – | -2.73% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2026 | Sep_2026 | Ongoing | 10.24% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
17.06%
Downside deviation
19.61%