Know Your PMS · Monthly tearsheet
GUARDIAN ASSET MANAGEMENT PVT LTD-MULTI ASSETS
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_202630 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
7.39%
Total return
19.50%
Max drawdown
-9.50%
Sharpe
0.79
Sortino
0.74
Calmar
0.78
Win months
63.33%
Best / worst month
7.5% / -8.0%
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 | -1.38% | 0.16% | -8.03% | 7.53% | 0.26% | 2.26% | 1.28% | 1.43% | -3.13% | – | – | – | -0.33% |
2025 | -2.03% | -2.16% | 3.12% | 2.00% | 2.24% | 2.33% | -1.03% | -0.86% | 0.31% | 2.88% | 1.00% | -0.38% | 7.47% |
2024 | – | – | – | 3.68% | 0.34% | 4.95% | 1.91% | 1.33% | 1.33% | -2.03% | -0.30% | -0.02% | 11.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 9.50% | 7 mo |
| Oct_2024 | Feb_2025 | May_2025 | 6.39% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.13% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 1.88% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
9.46%
Downside deviation
9.97%