Know Your PMS · Monthly tearsheet
Vallum India Multi-Activa Strategy
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_202621 months filed
CAGR
19.51%
Total return
36.61%
Max drawdown
-6.11%
Sharpe
1.58
Sortino
1.70
Calmar
3.19
Win months
76.19%
Best / worst month
9.8% / -5.8%
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 | 9.83% | -0.35% | -5.78% | 6.04% | 0.75% | -0.10% | 1.19% | 1.82% | -4.49% | – | – | – | 8.30% |
2025 | 0.35% | -1.20% | 1.02% | 0.36% | 2.47% | 2.71% | 1.77% | 3.56% | 5.83% | 0.95% | 1.10% | 4.74% | 26.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | May_2026 | 6.11% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.49% | 1 mo · open |
| Feb_2025 | Feb_2025 | Apr_2025 | 1.20% | 2 mo |
| Jun_2026 | Jun_2026 | Jul_2026 | 0.10% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
2 mo
Ann. volatility
11.52%
Downside deviation
11.50%