Know Your PMS · Monthly tearsheet
INVESQ OPTIMISER PORTFOLIO
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_20267 months filedBM: NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)BM: NIFTYMULTIASSET
CAGR
Needs 12 months
Total return
14.93%
Max drawdown
-3.14%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
7.3% / -3.1%
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% | 7.27% | 2.55% | 6.10% | -0.78% | 2.46% | -3.14% | – | – | – | 14.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2026 | Sep_2026 | Ongoing | 3.14% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.78% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
11.94%
Downside deviation
7.93%