Know Your PMS · Monthly tearsheet
GUARDIAN ASSET MANAGEMENT PVT LTD-MULTI CAP
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
6.24%
Total return
16.34%
Max drawdown
-18.83%
Sharpe
0.44
Sortino
0.43
Calmar
0.33
Win months
50.00%
Best / worst month
12.3% / -11.4%
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 | -4.46% | -0.88% | -11.45% | 12.32% | -2.23% | 3.53% | 4.55% | 3.48% | -5.62% | – | – | – | -2.65% |
2025 | -5.81% | -3.20% | 2.92% | 5.94% | 3.49% | 5.42% | -0.48% | -2.84% | 0.06% | 5.80% | -0.44% | -2.77% | 7.47% |
2024 | – | – | – | 7.89% | -3.14% | 7.23% | 1.60% | 0.88% | 0.75% | -1.86% | -0.77% | -1.32% | 11.20% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Ongoing | 18.83% | 11 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 12.38% | 8 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.31% | 3 mo |
| May_2024 | May_2024 | Jun_2024 | 3.14% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
16.58%
Downside deviation
14.54%