Know Your PMS · Monthly tearsheet
PLUSWEALTH CAPITAL - PlusWealth Fusion
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_20269 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2(50%NIFTY 500,20%NIFTY Medium Duration,20%NIFTY Arbitrage,10%INVIT/REIT)
CAGR
Needs 12 months
Total return
4.64%
Max drawdown
-4.76%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
4.8% / -4.8%
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 | -2.39% | 4.77% | -4.76% | 2.99% | 3.31% | -2.29% | -0.61% | 2.74% | – | – | – | – | 3.40% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 1.20% | 1.20% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | May_2026 | 4.76% | 2 mo |
| Jun_2026 | Jul_2026 | Ongoing | 2.89% | 3 mo · open |
| Jan_2026 | Jan_2026 | Feb_2026 | 2.39% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
10.51%
Downside deviation
10.10%