Know Your PMS · Monthly tearsheet
Fisdom Custom Edge
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 Jun_202612 months filedBM: NIFTYMULTIASSETBM: BenchmarkBM: Nifty Multi Asset Index
CAGR
6.03%
Total return
6.03%
Max drawdown
-10.30%
Sharpe
0.46
Sortino
0.36
Calmar
0.59
Win months
58.33%
Best / worst month
10.1% / -9.7%
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 | 0.78% | -0.62% | -9.74% | 10.08% | – | 0.67% | – | – | – | – | – | – | 0.18% |
2025 | – | – | – | – | – | 0.00% | -0.02% | -0.03% | 0.98% | 2.33% | 1.06% | 1.40% | 5.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 10.30% | 4 mo · open |
| Jul_2025 | Aug_2025 | Sep_2025 | 0.05% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
14.26%
Downside deviation
16.90%