Know Your PMS · Monthly tearsheet
Customized Discretionary Solutions Multi Asset
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 Sep_20269 months filedBM: NSE Multi Asset Index IBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10
CAGR
Needs 12 months
Total return
-3.42%
Max drawdown
-7.67%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
75.00%
Best / worst month
3.1% / -7.7%
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% | 0.08% | -7.67% | 3.14% | 0.06% | 1.72% | 1.24% | 0.79% | -2.43% | – | – | – | -3.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 7.67% | 7 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
10.24%
Downside deviation
19.71%