Know Your PMS · Monthly tearsheet
DVIA Bespoke All-Weather Portfolio
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 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)BM: NIFTY50TRIBM: NIFTYMULTIASSETBM: Benchmark
CAGR
Needs 12 months
Total return
9.49%
Max drawdown
-5.72%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
77.78%
Best / worst month
8.2% / -5.7%
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 | 0.75% | 0.91% | -5.72% | 8.18% | 1.19% | 1.75% | 0.66% | 2.09% | – | – | – | – | 9.71% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.20% | -0.20% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 5.72% | 1 mo |
| Dec_2025 | Dec_2025 | Jan_2026 | 0.20% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
11.55%
Downside deviation
14.02%