Know Your PMS · Monthly tearsheet
Dezerv. Dynamic 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 May_202620 months filedBM: NIFTYMULTIASSET50-40-10BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
5.96%
Total return
10.13%
Max drawdown
-8.68%
Sharpe
0.65
Sortino
0.54
Calmar
0.69
Win months
60.00%
Best / worst month
5.9% / -8.6%
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 | 1.17% | -0.09% | -8.60% | 5.91% | 0.86% | – | – | – | – | – | – | – | -1.31% |
2025 | -0.29% | -1.96% | 3.11% | 2.19% | 1.96% | 1.74% | -0.05% | 0.17% | 2.22% | 2.27% | 1.21% | 0.62% | 13.89% |
2024 | – | – | – | – | – | – | – | – | – | -1.64% | -0.02% | -0.36% | -2.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 8.68% | 4 mo · open |
| Oct_2024 | Feb_2025 | Apr_2025 | 4.21% | 6 mo |
| Jul_2025 | Jul_2025 | Aug_2025 | 0.05% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
9.35%
Downside deviation
11.00%