Wryght Research And Capital Private LimitedStrategyTearsheet

Know Your PMS · Monthly tearsheet

WRIGHT YIELDX BOND PORTFOLIO

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_202625 months filedBM: NIFTY50TRIBM: BenchmarkBM: NIFTY50HYBRID50-50BM: Nifty 50 Hybrid Composite Debt 50:50 Index
Strategy page
CAGR
6.95%
Total return
15.02%
Max drawdown
-2.11%
Sharpe
1.47
Sortino
0.95
Calmar
3.29
Win months
44.00%
Best / worst month
5.5% / -2.1%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%––––0.00%
2025
0.60%5.51%0.99%0.44%-2.11%0.59%1.99%1.35%0.00%0.00%0.00%0.00%9.59%
2024
–––––––0.00%1.59%0.62%2.38%0.29%4.96%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
May_2025May_2025Jul_20252.11%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
8 mo
Longest loss streak
1 mo
Ann. volatility
4.54%
Downside deviation
7.31%