Know Your PMS · Monthly tearsheet
NUCLEUS MULTI ASSET PURCHASING POWER PRESERVER
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 2
CAGR
Needs 12 months
Total return
7.58%
Max drawdown
-4.15%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
3.9% / -4.2%
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 | -0.87% | 1.28% | -4.15% | 3.90% | 0.32% | 2.03% | 1.01% | 0.35% | – | – | – | – | 3.74% |
2025 | – | – | – | – | – | – | – | – | – | 3.23% | 0.55% | -0.09% | 3.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 4.15% | 3 mo |
| Dec_2025 | Jan_2026 | Feb_2026 | 0.96% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
7.06%
Downside deviation
8.48%