Know Your PMS · Monthly tearsheet
WEALTH SPIRAL ( DYNAMIC SCHEME) 2
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: NIFTY50TRIBM: BenchmarkBM: S and P CNX Nifty
CAGR
7.57%
Total return
47.56%
Max drawdown
-44.75%
Sharpe
0.47
Sortino
0.36
Calmar
0.17
Win months
59.38%
Best / worst month
13.3% / -15.7%
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 | -7.10% | -3.61% | -15.01% | 10.54% | -1.72% | 3.57% | – | – | – | – | – | – | -14.37% |
2025 | -10.43% | -15.69% | 2.22% | 8.65% | 1.69% | 2.01% | -1.77% | 0.60% | -0.47% | -0.47% | -1.71% | -0.24% | -16.49% |
2024 | 1.94% | 2.00% | -6.18% | 2.88% | – | 10.42% | 9.17% | -2.77% | -1.43% | -6.69% | 0.06% | -2.85% | 5.17% |
2023 | 1.22% | 6.09% | 3.81% | 5.64% | 6.53% | 3.21% | 5.04% | 0.38% | 0.77% | 0.73% | 13.25% | 7.58% | 68.84% |
2022 | -1.41% | -7.00% | 0.83% | 0.47% | -7.86% | -4.41% | 6.10% | 5.11% | -5.40% | 4.46% | 5.88% | -4.45% | -8.79% |
2021 | – | 10.81% | -0.28% | -0.04% | 8.19% | 1.17% | 0.48% | 1.05% | 4.93% | -1.28% | 0.94% | -0.74% | 27.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2024 | Mar_2026 | Ongoing | 44.75% | 23 mo · open |
| Oct_2021 | Jun_2022 | Mar_2023 | 19.08% | 17 mo |
| Mar_2024 | Mar_2024 | Jun_2024 | 6.18% | 2 mo |
| Mar_2021 | Apr_2021 | May_2021 | 0.32% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
14 mo
Longest loss streak
7 mo
Ann. volatility
19.59%
Downside deviation
20.80%