Know Your PMS · Monthly tearsheet
MULTI FACTOR PORTFOLIO-LARGE and MID CAP ALLOCATOR
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_202611 months filedBM: BenchmarkBM: BSE500TRIBM: S and P BSE 500 TRI
CAGR
Needs 12 months
Total return
5.91%
Max drawdown
-13.17%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
8.8% / -9.1%
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 | -3.19% | 0.11% | -9.14% | 8.79% | 0.96% | 2.39% | 3.56% | -0.19% | – | – | – | – | 2.36% |
2025 | – | – | – | – | – | – | – | – | – | 2.58% | 2.29% | -1.39% | 3.47% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 13.17% | 7 mo |
| Aug_2026 | Aug_2026 | Ongoing | 0.19% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
14.77%
Downside deviation
16.94%