Nuvama Asset Management LimitedStrategyTearsheet

Know Your PMS · Monthly tearsheet

Nuvama Protection Plus 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 Aug_202645 months filedBM: BenchmarkBM: CRISILCOMPOSITEBONDBM: CRISIL Composite Bond Index
Strategy page
CAGR
6.49%
Total return
26.59%
Max drawdown
-3.30%
Sharpe
2.60
Sortino
0.57
Calmar
1.97
Win months
71.11%
Best / worst month
1.1% / -3.3%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%––––0.00%
2025
0.94%0.85%1.05%0.87%0.64%0.71%0.63%0.51%0.00%0.00%0.00%0.00%6.37%
2024
0.91%0.93%1.00%0.93%0.89%1.02%0.99%0.95%0.92%1.04%0.89%0.95%12.04%
2023
0.80%0.72%0.81%-3.30%–0.77%0.98%0.83%0.78%0.80%0.81%0.58%4.60%
2022
––––––––––0.79%0.76%1.56%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Apr_2023Apr_2023Oct_20233.30%5 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
27 mo
Longest loss streak
1 mo
Ann. volatility
2.41%
Downside deviation
11.43%