Know Your PMS · Monthly tearsheet
Purnartha One 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 Sep_202637 months filedBM: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 2
CAGR
6.86%
Total return
22.70%
Max drawdown
-10.36%
Sharpe
0.61
Sortino
0.54
Calmar
0.66
Win months
62.16%
Best / worst month
10.0% / -8.8%
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 | -1.81% | 1.75% | -8.84% | 9.98% | 1.64% | 2.54% | 1.48% | -1.07% | -4.35% | – | – | – | 0.25% |
2025 | -0.87% | -7.12% | 6.69% | 1.63% | 4.12% | 3.28% | -0.19% | -2.71% | 0.92% | 3.27% | 0.08% | -1.03% | 7.61% |
2024 | 0.23% | -1.51% | 0.27% | 1.63% | 0.43% | 5.36% | 1.77% | 0.81% | 1.37% | -1.83% | 0.14% | -0.96% | 7.78% |
2023 | – | – | – | – | – | – | – | – | 0.00% | -2.54% | 3.74% | 4.37% | 5.52% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | May_2025 | 10.36% | 7 mo |
| Dec_2025 | Mar_2026 | May_2026 | 9.86% | 5 mo |
| Aug_2026 | Sep_2026 | Ongoing | 5.37% | 2 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.89% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.54% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
11.83%
Downside deviation
12.69%