Know Your PMS · Monthly tearsheet
Neo Core Multicap Equity Strategy
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 Jun_202612 months filedBM: BSE500TRIBM: NMLDDIBM: BenchmarkBM: S and P BSE 500 TRI
CAGR
-4.59%
Total return
-4.59%
Max drawdown
-15.27%
Sharpe
-0.23
Sortino
-0.27
Calmar
-0.30
Win months
41.67%
Best / worst month
9.7% / -9.2%
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 | -2.37% | 2.97% | -9.23% | 9.69% | 0.78% | 1.86% | – | – | – | – | – | – | 2.75% |
2025 | – | – | – | – | – | – | 0.00% | -0.89% | 0.17% | 0.00% | -5.40% | -1.13% | -7.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Ongoing | 15.27% | 11 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
15.09%
Downside deviation
17.11%