Know Your PMS · Monthly tearsheet
WEALTH OPTIMISER AGGRESIVE GROWTH AXIS
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_20264 months filed
CAGR
Needs 12 months
Total return
-6.02%
Max drawdown
-6.73%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
1.4% / -4.6%
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 | – | – | – | – | – | -0.61% | 1.38% | -2.27% | -4.56% | – | – | – | -6.02% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2026 | Sep_2026 | Ongoing | 6.73% | 2 mo · open |
| Jun_2026 | Jun_2026 | Jul_2026 | 0.61% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
7.56%
Downside deviation
10.26%