Know Your PMS · Monthly tearsheet
Dezerv. IPA Conservative 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 Aug_20269 months filedBM: NSE Multi Asset Index 1BM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10
CAGR
Needs 12 months
Total return
4.27%
Max drawdown
-3.32%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
77.78%
Best / worst month
2.4% / -3.3%
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 | 1.65% | 0.37% | -3.32% | 2.42% | 0.76% | -0.08% | 0.86% | 1.07% | – | – | – | – | 3.68% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.56% | 0.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jul_2026 | 3.32% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
5.22%
Downside deviation
8.13%