Know Your PMS · Monthly tearsheet
FORTUNA THREE MULTI ASSET GROWTH STRATEGY
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_20266 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2
CAGR
Needs 12 months
Total return
11.35%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
83.33%
Best / worst month
3.4% / 0.0%
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 | – | – | 0.00% | 2.67% | 3.36% | 2.77% | 0.63% | 1.46% | – | – | – | – | 11.35% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
0 mo
Ann. volatility
4.21%
Downside deviation
0.00%