Know Your PMS · Monthly tearsheet
Neo Multi Asset Aggressive 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_202611 months filedBM: BenchmarkBM: Nifty Multi Asset Equity : Debt : Arbitrage : REITs/InvITs (50:20:20:10) IndexBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: NMLDDI
CAGR
Needs 12 months
Total return
8.63%
Max drawdown
-10.86%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
9.3% / -10.2%
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 | -1.34% | 1.02% | -10.23% | 9.33% | 0.78% | 1.25% | – | – | – | – | – | – | -0.19% |
2025 | – | – | – | – | – | – | – | 0.00% | 4.42% | 3.00% | 1.57% | -0.37% | 8.84% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 10.86% | 7 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
15.48%
Downside deviation
20.65%