Know Your PMS · Monthly tearsheet
FULL Series 6
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_202612 months filedBM: BenchmarkBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2
CAGR
3.52%
Total return
3.52%
Max drawdown
-0.52%
Sharpe
0.94
Sortino
6.07
Calmar
6.78
Win months
41.67%
Best / worst month
3.7% / -0.3%
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 | -0.01% | -0.03% | -0.35% | 0.04% | 0.02% | 0.27% | 0.00% | -0.01% | – | – | – | – | -0.07% |
2025 | – | – | – | – | – | – | – | – | 0.00% | 3.72% | 0.01% | -0.13% | 3.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 0.52% | 9 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
3.61%
Downside deviation
0.58%