Know Your PMS · Monthly tearsheet
Wealth Protector Multi Asset Strategy
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 Apr_202420 months filed
CAGR
7.11%
Total return
12.13%
Max drawdown
-3.07%
Sharpe
1.36
Sortino
1.16
Calmar
2.32
Win months
75.00%
Best / worst month
3.6% / -3.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.82% | 1.58% | 0.70% | -0.13% | – | – | – | – | – | – | – | – | 4.02% |
2023 | 1.38% | 0.66% | -3.07% | 0.61% | 1.83% | -1.26% | 0.65% | 0.93% | 1.74% | 0.94% | -0.69% | 1.42% | 5.14% |
2022 | – | – | – | – | – | – | – | – | 0.57% | -2.06% | 3.65% | 0.42% | 2.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2023 | Mar_2023 | Sep_2023 | 3.07% | 6 mo |
| Oct_2022 | Oct_2022 | Nov_2022 | 2.06% | 1 mo |
| Nov_2023 | Nov_2023 | Dec_2023 | 0.69% | 1 mo |
| Apr_2024 | Apr_2024 | Ongoing | 0.13% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
5.04%
Downside deviation
6.15%