Know Your PMS · Monthly tearsheet
NUCLEUS MULTI ASSET CAPITAL COMPOUNDER
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_202611 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2BM: Benchmark
CAGR
Needs 12 months
Total return
8.11%
Max drawdown
-7.93%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
88.89%
Best / worst month
7.0% / -7.9%
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 | 0.59% | 0.04% | -7.93% | 6.98% | 0.59% | 0.75% | 1.42% | 1.42% | – | – | – | – | 3.32% |
2025 | – | – | – | – | – | – | – | – | – | 2.47% | 1.28% | 0.82% | 4.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 7.93% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
11.39%
Downside deviation
27.47%