Know Your PMS · Monthly tearsheet
WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS
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_202659 months filedBM: BenchmarkBM: NIFTY50TRIBM: S and P CNX Nifty
CAGR
9.90%
Total return
59.05%
Max drawdown
-23.12%
Sharpe
0.76
Sortino
0.66
Calmar
0.43
Win months
50.85%
Best / worst month
9.9% / -11.2%
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 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | – | – | 0.00% |
2025 | -3.55% | -11.24% | 9.94% | 4.89% | 6.55% | 2.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 8.04% |
2024 | 2.85% | 1.12% | 0.13% | 6.82% | – | 4.32% | 3.38% | -3.21% | -1.62% | -4.14% | 1.71% | -3.27% | 7.74% |
2023 | -1.28% | 0.53% | 0.97% | 3.60% | 3.36% | 4.66% | 2.76% | -0.36% | 0.83% | -3.21% | 8.67% | 7.48% | 31.07% |
2022 | 0.89% | -5.90% | 5.61% | -0.87% | -2.70% | -3.44% | 5.72% | 6.59% | -5.00% | 5.52% | 6.09% | -2.43% | 9.19% |
2021 | – | – | – | – | – | – | 0.43% | -5.81% | 2.74% | 0.98% | -2.74% | 0.03% | -4.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 23.12% | 23 mo · open |
| Aug_2021 | Jun_2022 | Aug_2022 | 11.22% | 12 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 5.00% | 1 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 3.68% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.21% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
13.59%
Downside deviation
15.00%