Know Your PMS · Monthly tearsheet
Barclays Discretionary Multi Asset Class Moderately Conservative
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_202610 months filedBM: NSE Multi Asset Index 2$BM: NIFTYMULTIASSET
CAGR
Needs 12 months
Total return
1.42%
Max drawdown
-3.17%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
2.8% / -3.2%
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 | -0.56% | 0.81% | -3.17% | 2.78% | -0.06% | 1.52% | 0.90% | 0.33% | -1.21% | – | – | – | 1.23% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.19% | 0.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 3.17% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.21% | 1 mo · open |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.56% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
5.28%
Downside deviation
5.96%