Know Your PMS · Monthly tearsheet
Anchor
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_20267 months filedBM: NIFTYMULTIASSETBM: Nifty Multi Asset
CAGR
Needs 12 months
Total return
5.76%
Max drawdown
-2.99%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
5.5% / -3.0%
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% | 5.55% | -0.14% | 1.25% | 1.33% | 0.81% | -2.99% | – | – | – | 5.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2026 | Sep_2026 | Ongoing | 2.99% | 1 mo · open |
| May_2026 | May_2026 | Jun_2026 | 0.14% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
8.17%
Downside deviation
7.33%