Know Your PMS · Monthly tearsheet
FULL Series 5
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
10.33%
Max drawdown
-6.42%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
16.0% / -5.2%
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 | -1.13% | -0.19% | -5.17% | 0.51% | 0.26% | 15.98% | 0.38% | -0.07% | – | – | – | – | 9.71% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | -0.72% | 1.29% | 0.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jun_2026 | 6.42% | 5 mo |
| Nov_2025 | Nov_2025 | Dec_2025 | 0.72% | 1 mo |
| Aug_2026 | Aug_2026 | Ongoing | 0.07% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
17.31%
Downside deviation
8.28%