Know Your PMS · Monthly tearsheet
Barclays Discretionary Multi Asset Class Aggressive
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_202642 months filedBM: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 2$
CAGR
11.77%
Total return
47.61%
Max drawdown
-10.28%
Sharpe
1.18
Sortino
0.88
Calmar
1.14
Win months
76.19%
Best / worst month
7.8% / -10.1%
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 | 0.07% | -0.16% | -10.14% | 7.79% | 0.83% | 0.40% | 1.39% | 1.35% | -3.96% | – | – | – | -3.32% |
2025 | -1.11% | -4.26% | 3.18% | 2.40% | 3.09% | 2.46% | 0.08% | -0.28% | 1.29% | 2.93% | 1.12% | 1.24% | 12.55% |
2024 | 1.41% | 2.09% | 1.23% | 1.12% | 1.65% | 4.54% | 3.04% | 1.59% | 1.75% | -2.65% | 0.32% | -0.62% | 16.42% |
2023 | – | – | – | 0.75% | 1.36% | 2.51% | 2.58% | -0.19% | 0.69% | -2.12% | 5.28% | 4.78% | 16.53% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Aug_2026 | 10.28% | 6 mo |
| Oct_2024 | Feb_2025 | May_2025 | 8.11% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.96% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.12% | 1 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.28% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
9.77%
Downside deviation
13.41%