Know Your PMS · Monthly tearsheet
Combination of Growth and Income
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_202667 months filedBM: NSE Multi Asset Index 2BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
6.80%
Total return
44.42%
Max drawdown
-3.93%
Sharpe
1.70
Sortino
1.57
Calmar
1.73
Win months
71.64%
Best / worst month
2.9% / -3.9%
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 | -0.57% | 0.71% | -3.93% | 2.92% | -0.14% | 1.41% | 1.71% | 0.33% | – | – | – | – | 2.32% |
2025 | -0.67% | -2.16% | 2.01% | 1.92% | 1.34% | 1.05% | 0.10% | -0.35% | 0.57% | 1.73% | 1.00% | 0.20% | 6.86% |
2024 | 0.66% | 1.17% | 0.65% | 0.89% | 0.85% | 2.33% | 2.04% | 0.64% | 1.34% | -1.52% | 0.91% | -0.40% | 9.93% |
2023 | -0.32% | -0.41% | 0.81% | 0.47% | 1.19% | 0.95% | 1.28% | 0.00% | 0.47% | -0.46% | 1.87% | 2.41% | 8.53% |
2022 | 0.18% | -0.43% | 0.97% | -0.28% | -1.34% | -1.36% | 2.47% | 1.29% | -0.35% | 1.34% | 0.82% | -0.16% | 3.12% |
2021 | – | 0.41% | 0.77% | 0.45% | 1.68% | 0.44% | 0.53% | 1.09% | 0.74% | 0.42% | -0.03% | 0.63% | 7.36% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 3.93% | 3 mo |
| Oct_2024 | Feb_2025 | Apr_2025 | 3.81% | 6 mo |
| Apr_2022 | Jun_2022 | Aug_2022 | 2.95% | 4 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 0.89% | 4 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.57% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
3.90%
Downside deviation
4.32%