Know Your PMS · Monthly tearsheet
Ksema wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow
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_20269 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)
CAGR
Needs 12 months
Total return
-0.40%
Max drawdown
-6.84%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
7.4% / -6.8%
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% | 1.68% | -6.84% | 7.43% | 0.30% | -1.87% | 2.53% | -0.53% | -2.50% | – | – | – | -0.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 6.84% | 1 mo |
| Aug_2026 | Sep_2026 | Ongoing | 3.02% | 2 mo · open |
| Jun_2026 | Jun_2026 | Jul_2026 | 1.87% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
12.72%
Downside deviation
13.06%