Know Your PMS · Monthly tearsheet
Stability Reserve 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_202614 months filedBM: NSE Multi Asset Index 2BM: NIFTYMULTIASSETBM: Benchmark
CAGR
4.97%
Total return
5.82%
Max drawdown
-0.10%
Sharpe
3.66
Sortino
14.35
Calmar
49.70
Win months
92.86%
Best / worst month
1.5% / -0.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.26% | 0.65% | -0.10% | 0.41% | 0.16% | 1.54% | 0.25% | 0.24% | – | – | – | – | 3.45% |
2025 | – | – | – | – | – | – | 0.42% | 0.03% | 0.54% | 0.42% | 0.52% | 0.34% | 2.29% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 0.10% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
1 mo
Ann. volatility
1.28%
Downside deviation
0.35%