Know Your PMS · Monthly tearsheet
WEALTH MANTRA 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 Jul_202666 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
17.84%
Total return
146.66%
Max drawdown
-18.68%
Sharpe
1.12
Sortino
1.12
Calmar
0.96
Win months
65.15%
Best / worst month
10.2% / -11.8%
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 | 3.43% | -0.17% | -11.85% | 8.78% | 2.90% | 1.10% | -1.86% | – | – | – | – | – | 1.09% |
2025 | -4.93% | -7.11% | 6.07% | -0.41% | 5.45% | 5.29% | -1.91% | -0.01% | 3.76% | 4.63% | 4.25% | 2.36% | 17.69% |
2024 | 7.82% | 1.35% | -0.63% | 7.09% | 3.05% | 3.61% | 3.55% | 0.62% | 0.53% | -6.66% | 0.64% | -1.97% | 19.76% |
2023 | -1.97% | -5.48% | 1.58% | 6.05% | 0.25% | 4.33% | 6.74% | 2.46% | 2.20% | -0.85% | 7.64% | 7.24% | 33.55% |
2022 | 0.28% | -4.01% | 5.25% | -3.47% | -5.77% | -8.61% | 10.17% | 4.28% | -3.78% | 5.06% | 1.11% | -3.34% | -4.41% |
2021 | – | 8.08% | -1.30% | 3.70% | 3.40% | 1.50% | 5.79% | 6.66% | 4.54% | -2.49% | -3.06% | 4.76% | 35.61% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 18.68% | 12 mo |
| Apr_2022 | Jun_2022 | Jul_2023 | 16.87% | 15 mo |
| Feb_2026 | Mar_2026 | Ongoing | 12.00% | 6 mo · open |
| Oct_2021 | Nov_2021 | Mar_2022 | 5.47% | 5 mo |
| Mar_2021 | Mar_2021 | Apr_2021 | 1.30% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
15.70%
Downside deviation
15.89%