Know Your PMS · Monthly tearsheet
Chanakya Wealth Creation 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_202631 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
4.38%
Total return
11.72%
Max drawdown
-30.93%
Sharpe
0.31
Sortino
0.21
Calmar
0.14
Win months
58.06%
Best / worst month
15.2% / -14.8%
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 | -7.58% | -0.20% | -14.77% | 15.17% | -2.84% | 9.83% | 5.92% | 2.52% | -2.63% | – | – | – | 2.15% |
2025 | -4.48% | -7.45% | 4.51% | 2.18% | 4.71% | 1.42% | -2.20% | -2.77% | 0.07% | -0.52% | 0.34% | -1.82% | -6.51% |
2024 | – | – | 2.86% | 1.27% | -2.18% | 8.02% | 5.22% | 3.80% | 3.55% | -8.95% | 2.35% | 0.84% | 16.98% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 30.93% | 24 mo · open |
| May_2024 | May_2024 | Jun_2024 | 2.18% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
19.78%
Downside deviation
20.77%