Know Your PMS · Monthly tearsheet
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1
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 Jun_202664 months filedBM: NIFTY50TRIBM: BenchmarkBM: S and P CNX Nifty
CAGR
4.84%
Total return
28.65%
Max drawdown
-22.28%
Sharpe
0.41
Sortino
0.39
Calmar
0.22
Win months
53.13%
Best / worst month
9.9% / -8.4%
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 | -5.72% | -5.08% | -8.40% | 4.60% | -3.84% | 1.41% | – | – | – | – | – | – | -16.39% |
2025 | -2.75% | -6.25% | 3.38% | 5.50% | 2.54% | 4.02% | -2.66% | -1.56% | 0.16% | 0.16% | 1.60% | -0.44% | 3.13% |
2024 | 0.49% | -0.38% | -1.45% | 2.03% | – | 9.90% | 2.94% | 0.16% | 0.45% | -5.50% | 0.29% | -3.00% | 5.33% |
2023 | -2.20% | -1.41% | -0.73% | 3.43% | 1.84% | 3.88% | 0.99% | 1.11% | -0.30% | -3.49% | 8.92% | 6.22% | 19.05% |
2022 | -1.34% | -4.33% | 5.85% | -3.28% | -4.04% | -3.18% | 4.76% | 4.06% | -5.87% | 6.25% | 5.89% | -4.65% | -1.17% |
2021 | – | 7.76% | -1.08% | -0.73% | 5.84% | 0.75% | -1.06% | 5.56% | 3.38% | -0.56% | -3.28% | 2.74% | 20.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 22.28% | 21 mo · open |
| Oct_2021 | Jun_2022 | Nov_2022 | 11.29% | 13 mo |
| Dec_2022 | Mar_2023 | Jul_2023 | 8.73% | 7 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 3.78% | 2 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 1.82% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
13.82%
Downside deviation
12.47%