Strength
Paid well for the ride
Sharpe of 1.28 means return more than paid for the volatility on this sample. Sortino sits at 0.91.
Customised Discretionary Portfolio - Equity Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
360 One Asset Management Limited
Age: 42 months
Trailing return from filed months
- 1Y
- 4.08%
- 3Y
- 12.16%
- 5Y
- Needs 60 months
- CAGR
- 16.02%
- Max DD
- -15.76%
- Calmar
- 1.02
- Track
- 42 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
14.60%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Watch
Often below a prior high
Roughly 56% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+76.2% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 78%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
77.21%
Annualised Return
16.02%
Hit Rate
76.19%
Maximum Drawdown
-15.76%
Annualised Volatility
13.95%
Sharpe Ratio
1.28
Sortino Ratio
0.91
Consistency Score
78.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 32.27%
- Worst Year Return P
- 4.18%
- Median Annual Return P
- 13.61%
- Average Monthly Return P
- 1.48%
- Geometric Mean Return P
- 1.41%
- Average Drawdown P
- -3.02%
- Median Drawdown P
- -1.29%
- Max Drawdown Duration P
- 22 mo
- Average Drawdown Duration P
- 8 mo
- Time to Recovery P
- 22 mo
- Return / Max Drawdown P
- 1.02
- Return / Avg Drawdown P
- 6.04
- Ulcer Index P
- 4.99%
- Positive Rolling Periods % P
- 63.41%
- Return Stability Score P
- 24.84
- Return Persistence P
- 0.01
- Worst Rolling 12M Return P
- -5.86%
- Best Rolling 12M Return P
- 46.23%
- Maximum Monthly Loss P
- -11.00%
- Worst 3-Month Period P
- -12.88%
- Worst 6-Month Period P
- -15.04%
- Return Smoothness Index P
- 17.47
- Pain Adjusted Return P
- 6.04%
- Worst Case Investor Entry P
- -5.86%
- Capital Preservation Score P
- 84.24%
- Aggressiveness Score P
- 4.03%
- Recovery Efficiency P
- 0.55
- Downside Volatility R
- 9.86%
- Upside Volatility R
- 8.79%
- Time in Drawdown % R
- 56.10%
- VaR 95% R
- -5.14%
- VaR 99% R
- -7.88%
- CVaR 95% R
- -8.44%
- CVaR 99% R
- -11.00%
- Semi Variance R
- 0.0008
- Volatility of Drawdowns R
- 4.02%
- CAGR per Unit Drawdown R
- 1.16
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 4.18%
- Return Skewness C
- -0.60
- Return Kurtosis C
- 1.45
- Coefficient of Variation C
- 2.71
- Calmar Ratio C
- 1.02
- Sterling Ratio C
- 1.16
- Burke Ratio C
- 0.95
Filings
Month-end SEBI filings. Missing months stay blank.
Customised Discretionary Portfolio - Equity performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Discretionary Portfolio - Equity performed?
- Customised Discretionary Portfolio - Equity (360 One Asset Management Limited) shows CAGR 16.02% and max drawdown -15.76% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Customised Discretionary Portfolio - Equity CAGR / max drawdown?
- CAGR is 16.02%; max drawdown is -15.76%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Customised Discretionary Portfolio - Equity returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Customised Discretionary Portfolio - Equity?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more