Know Your PMS · Monthly tearsheet
Uppercrust Wealth Fund (MUCWF)
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_202657 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
14.03%
Total return
86.56%
Max drawdown
-25.80%
Sharpe
0.72
Sortino
0.74
Calmar
0.54
Win months
56.14%
Best / worst month
14.9% / -15.0%
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 | 9.92% | -3.25% | -8.13% | 13.42% | 2.62% | -6.57% | -1.04% | 4.61% | -4.88% | – | – | – | 4.62% |
2025 | -8.31% | -15.02% | 14.89% | 1.88% | 10.97% | 4.29% | -7.09% | -4.11% | 6.82% | 0.94% | -0.72% | 1.94% | 2.62% |
2024 | 7.43% | 1.30% | 1.29% | 11.06% | 8.05% | 7.20% | 4.71% | -2.19% | -0.97% | -3.64% | 2.09% | -0.06% | 41.40% |
2023 | -3.94% | 1.19% | 0.27% | 3.51% | 5.46% | 7.69% | 4.28% | -2.34% | 2.79% | -1.82% | 12.22% | 6.26% | 40.42% |
2022 | -3.05% | -8.79% | 6.59% | 0.25% | -9.06% | -5.16% | 7.00% | 6.08% | -2.14% | -0.36% | -0.14% | -2.83% | -12.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Jun_2025 | 25.80% | 10 mo |
| Jan_2022 | Jun_2022 | Jun_2023 | 18.50% | 17 mo |
| Feb_2026 | Mar_2026 | Apr_2026 | 11.12% | 2 mo |
| Jul_2025 | Aug_2025 | Jan_2026 | 10.91% | 6 mo |
| Jun_2026 | Sep_2026 | Ongoing | 8.00% | 4 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
21.31%
Downside deviation
19.08%