Know Your PMS · Monthly tearsheet
Buoyant All-Weather PMS
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_202612 months filedBM: BenchmarkBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: NSE Multi Asset Index 1
CAGR
6.01%
Total return
6.01%
Max drawdown
-4.52%
Sharpe
0.81
Sortino
0.54
Calmar
1.33
Win months
41.67%
Best / worst month
4.7% / -4.5%
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 | 1.64% | 2.08% | -4.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | -0.94% |
2025 | – | – | – | – | – | – | – | – | 4.71% | 2.32% | 0.22% | -0.34% | 7.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 4.52% | 6 mo · open |
| Dec_2025 | Dec_2025 | Jan_2026 | 0.34% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
7.22%
Downside deviation
11.10%