Know Your PMS · Monthly tearsheet
KALPAVRUKSHA ULTRA CONSERVATIVE SCHEME
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_20268 months filedBM: NIFTY50TRIBM: NIFTYShortDurationGSecIndexBM: NIFTY Short Duration G-Sec IndexBM: NIFTY500TRI
CAGR
Needs 12 months
Total return
1.23%
Max drawdown
-0.99%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
57.14%
Best / worst month
0.8% / -1.0%
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 | 0.34% | 0.83% | -0.99% | 0.63% | 0.00% | 0.00% | 0.00% | – | – | – | – | – | 0.80% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.42% | 0.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 0.99% | 5 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
1.80%
Downside deviation
3.43%