Know Your PMS · Monthly tearsheet
Wright Multi Asset Portfolio
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_202621 months filedBM: BSE500TRIBM: BenchmarkBM: S and P BSE 500 Total Return Index
CAGR
-1.78%
Total return
-3.09%
Max drawdown
-14.11%
Sharpe
-0.07
Sortino
-0.09
Calmar
-0.13
Win months
66.67%
Best / worst month
8.1% / -9.9%
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 | -0.51% | 1.32% | -9.95% | 8.13% | 0.60% | 1.30% | 1.59% | 0.79% | – | – | – | – | 2.42% |
2025 | -5.49% | -6.22% | 4.15% | 0.34% | 1.67% | 1.46% | -1.10% | -5.50% | 2.51% | 2.49% | 0.39% | 0.46% | -5.38% |
2024 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 14.11% | 20 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
13.26%
Downside deviation
19.98%