Know Your PMS · Monthly tearsheet
All Seasons 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_202668 months filedBM: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 2
CAGR
11.35%
Total return
83.90%
Max drawdown
-5.30%
Sharpe
1.63
Sortino
2.63
Calmar
2.14
Win months
61.76%
Best / worst month
5.0% / -2.4%
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 | -0.14% | 0.22% | -2.32% | 5.04% | -0.45% | -1.16% | -0.48% | 0.87% | -2.18% | – | – | – | -0.78% |
2025 | 0.21% | -1.57% | 4.92% | 3.37% | 1.43% | 3.08% | -0.08% | -0.60% | 3.16% | 2.58% | 0.84% | 0.75% | 19.43% |
2024 | 0.11% | 0.74% | 1.39% | 3.15% | -0.26% | 4.46% | 2.22% | 2.41% | 1.94% | -2.41% | 0.13% | -1.75% | 12.59% |
2023 | -0.54% | -0.64% | 1.16% | 3.06% | 1.83% | 1.81% | 2.23% | -1.34% | 0.12% | 0.03% | 3.50% | 3.87% | 15.99% |
2022 | -0.57% | -1.36% | 2.01% | 0.57% | -0.31% | -2.32% | 4.80% | 2.39% | -2.06% | 2.02% | 2.42% | -0.55% | 7.00% |
2021 | – | 2.94% | -0.66% | 0.87% | 4.97% | -0.15% | 0.54% | 1.97% | 1.99% | -0.44% | -1.14% | -0.18% | 11.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Apr_2025 | 5.30% | 6 mo |
| Oct_2021 | Jun_2022 | Jul_2022 | 3.74% | 9 mo |
| May_2026 | Sep_2026 | Ongoing | 3.38% | 5 mo · open |
| Mar_2026 | Mar_2026 | Apr_2026 | 2.32% | 1 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.06% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
6.72%
Downside deviation
4.32%