Know Your PMS · Monthly tearsheet
WEALTH OPTIMISER (AGGRESSIVE GROWTH)
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_202664 months filedBM: BenchmarkBM: NIFTY50TRIBM: S and P CNX Nifty
CAGR
29.80%
Total return
301.93%
Max drawdown
-28.40%
Sharpe
1.26
Sortino
1.35
Calmar
1.05
Win months
56.25%
Best / worst month
16.5% / -16.6%
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 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | – | – | 0.00% |
2025 | -2.32% | -16.58% | 16.54% | 4.23% | 15.06% | 3.92% | -5.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 11.39% |
2024 | 9.86% | 3.12% | -2.68% | 8.61% | – | 10.59% | 13.67% | -6.51% | -3.06% | 0.11% | 6.28% | -8.87% | 32.27% |
2023 | -0.51% | -2.99% | 0.28% | 4.87% | 6.50% | 14.61% | 11.86% | 3.56% | 4.28% | -6.36% | 14.02% | 12.13% | 79.17% |
2022 | 2.07% | -8.00% | 4.07% | -0.74% | -7.36% | -6.87% | 9.25% | 11.50% | -2.42% | 8.39% | 9.36% | -4.11% | 13.07% |
2021 | – | 10.77% | 2.44% | 0.11% | 7.48% | 1.65% | 2.63% | 0.21% | 3.88% | 0.28% | -0.59% | 1.87% | 34.65% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | May_2025 | 28.40% | 9 mo |
| Feb_2022 | Jun_2022 | Oct_2022 | 18.01% | 8 mo |
| Dec_2022 | Feb_2023 | May_2023 | 7.45% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 6.36% | 1 mo |
| Jul_2025 | Jul_2025 | Ongoing | 5.88% | 12 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
22.79%
Downside deviation
22.09%