Know Your PMS · Monthly tearsheet
FCI LLP WEALTH OPTIMIZER
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 Sep_202613 months filedBM: CRISILCOMPOSITEBONDBM: BenchmarkBM: CRISIL Composite Bond Fund Index
CAGR
8.67%
Total return
9.43%
Max drawdown
0.00%
Sharpe
7.42
Sortino
Not reported
Calmar
Not reported
Win months
100.00%
Best / worst month
1.3% / 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 | 0.45% | 0.96% | 0.26% | 0.62% | 0.36% | 1.32% | 0.87% | 0.66% | 0.31% | – | – | – | 5.96% |
2025 | – | – | – | – | – | – | – | – | 0.47% | 1.09% | 0.91% | 0.77% | 3.28% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
13 mo
Longest loss streak
0 mo
Ann. volatility
1.08%
Downside deviation
0.00%