Know Your PMS · Monthly tearsheet
Wealth Guardian Fund
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 Aug_202638 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
14.97%
Total return
55.55%
Max drawdown
-25.70%
Sharpe
0.73
Sortino
0.77
Calmar
0.58
Win months
60.53%
Best / worst month
21.3% / -10.7%
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 | -4.85% | -4.13% | -10.66% | 21.33% | 3.54% | 1.66% | 1.85% | 5.28% | – | – | – | – | 11.60% |
2025 | -10.04% | -10.27% | 5.37% | 5.59% | 8.46% | 3.74% | 0.23% | -2.63% | 0.43% | 4.27% | -5.98% | -0.06% | -2.96% |
2024 | 4.79% | -2.21% | -1.45% | 8.49% | -5.17% | 16.45% | 3.99% | -0.47% | 2.53% | -6.36% | -0.45% | 0.78% | 20.62% |
2023 | – | – | – | – | – | – | 4.19% | 2.64% | 1.08% | -0.72% | 7.10% | 3.60% | 19.07% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Aug_2026 | 25.70% | 22 mo |
| May_2024 | May_2024 | Jun_2024 | 5.17% | 1 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.63% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.72% | 1 mo |
| Aug_2024 | Aug_2024 | Sep_2024 | 0.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
22.13%
Downside deviation
19.56%