Know Your PMS · Monthly tearsheet
Agreya Portfolio Return Optimiser
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_202630 months filedBM: NIFTYMULTIASSET50-40-10BM: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 1
CAGR
6.79%
Total return
17.85%
Max drawdown
-18.17%
Sharpe
0.52
Sortino
0.43
Calmar
0.37
Win months
63.33%
Best / worst month
7.9% / -9.8%
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 | 6.57% | -6.21% | -9.85% | 7.36% | 0.69% | 0.11% | -1.03% | 2.33% | – | – | – | – | -1.24% |
2025 | -3.30% | -4.62% | 5.59% | 7.94% | 0.83% | 6.10% | -0.90% | 1.80% | 4.77% | 0.03% | 0.19% | 2.94% | 22.63% |
2024 | – | – | -0.82% | 1.85% | -2.45% | 3.02% | 5.01% | 1.45% | 1.42% | -6.53% | -2.78% | -2.37% | -2.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2025 | 18.17% | 10 mo |
| Feb_2026 | Mar_2026 | Ongoing | 15.45% | 7 mo · open |
| May_2024 | May_2024 | Jun_2024 | 2.45% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.82% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
14.59%
Downside deviation
15.92%