Know Your PMS · Monthly tearsheet
NUCLEUS EQUITY MULTI 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: NIFTY50TRIBM: ifty50TotalReturnIndexBM: BenchmarkBM: NIFTY 50 TRI
CAGR
Needs 12 months
Total return
7.07%
Max drawdown
-8.57%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
4.7% / -6.5%
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 | -2.66% | 0.51% | -6.48% | 4.72% | 1.45% | 1.96% | 2.34% | 0.88% | – | – | – | – | 2.32% |
2025 | – | – | – | – | – | – | – | – | – | 3.57% | 1.10% | -0.07% | 4.64% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 8.57% | 7 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
10.07%
Downside deviation
14.01%