Know Your PMS · Monthly tearsheet
REITs and InvITs Income 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 Aug_20268 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2
CAGR
Needs 12 months
Total return
6.28%
Max drawdown
-4.39%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
75.00%
Best / worst month
3.0% / -4.4%
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 | -0.40% | 1.42% | -4.39% | 3.02% | 0.40% | 1.84% | 1.50% | 2.93% | – | – | – | – | 6.28% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 4.39% | 3 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.40% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
7.74%
Downside deviation
10.80%