Know Your PMS · Monthly tearsheet
FULL Series 4
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_202611 months filedBM: NSE Multi Asset Index 2BM: BenchmarkBM: NIFTYMULTIASSET
CAGR
Needs 12 months
Total return
21.87%
Max drawdown
-4.70%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
19.2% / -2.0%
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 | -2.04% | -0.09% | -0.92% | 3.47% | 0.42% | 19.16% | 1.84% | 1.42% | – | – | – | – | 24.01% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | -0.37% | -1.36% | -1.72% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Jun_2026 | 4.70% | 7 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
19.53%
Downside deviation
4.10%