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 Jun_202645 months filedBM: BenchmarkBM: NIFTY50TRIBM: S and P CNX Nifty
CAGR
6.93%
Total return
28.57%
Max drawdown
-18.30%
Sharpe
0.54
Sortino
0.54
Calmar
0.38
Win months
53.33%
Best / worst month
8.6% / -9.3%
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 | -4.64% | -2.05% | -5.86% | 5.29% | -3.58% | -0.61% | – | – | – | – | – | – | -11.28% |
2025 | -1.27% | -9.33% | 5.17% | 3.37% | 5.72% | 1.83% | -4.83% | -0.93% | 3.63% | 3.63% | 1.24% | -1.18% | 6.13% |
2024 | 1.92% | 0.94% | -4.68% | 2.41% | – | 6.14% | 6.01% | -1.34% | -0.98% | -5.72% | 2.00% | -2.85% | 3.13% |
2023 | -0.37% | -0.49% | -0.24% | 3.48% | 2.65% | 3.53% | 2.32% | 0.67% | 0.76% | -4.04% | 5.33% | 8.03% | 23.26% |
2022 | – | – | – | – | – | – | – | – | -2.96% | 8.61% | 5.90% | -3.77% | 7.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Ongoing | 18.30% | 23 mo · open |
| Dec_2022 | Mar_2023 | May_2023 | 4.82% | 5 mo |
| Mar_2024 | Mar_2024 | Jun_2024 | 4.68% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.04% | 1 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 2.96% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
13.97%
Downside deviation
12.93%