Strategy performance
Customised Discretionary Portfolio - Debt
360 One Asset Management Limited · AUM ₹23.2 Cr · as of Sep 2026
Our read
₹100 grew to ₹132.6 since inception (+8.4% CAGR), with a max drawdown of −4.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+11.5%
Since inception
+8.4%
Max drawdown
−4.6%
Volatility
+8.4%
Peer position
Loading peer ranks…
Performance
Customised Discretionary Portfolio - Debt₹132.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.1% | 0.0% | 0.0% | +0.3% | +0.7% | +1.7% | +0.9% | +1.6% | +1.3% | +6.6% | |||
| 2025 | 0.0% | −0.0% | 0.0% | +7.7% | +12.2% | 0.0% | −0.0% | −0.1% | −0.1% | −0.1% | −0.1% | −0.1% | +20.5% |
| 2024 | −0.0% | −0.0% | +0.8% | +1.4% | +0.3% | +0.1% | +5.0% | −0.5% | 0.0% | 0.0% | 0.0% | 0.0% | +7.1% |
| 2023 | +0.0% | +0.1% | −0.8% | +0.2% | −4.0% | +0.1% | +0.3% | +0.4% | +0.2% | −3.6% |
Metrics
Tearsheet- 1M return
- +1.3%
- 3M return
- +3.9%
- 6M return
- +6.6%
- 1Y return
- +6.4%
- 2Y CAGR
- +13.3%
- 3Y CAGR
- +11.5%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +8.4%
- Total return
- +32.6%
- Average month
- +0.7%
- Median month
- 0.0%
- Average up month
- +1.8%
- Best month
- +12.2%
- Best rolling 12M
- +26.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Customised Discretionary Portfolio - Debt performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Discretionary Portfolio - Debt performed?
- Customised Discretionary Portfolio - Debt (360 One Asset Management Limited) shows CAGR 8.40% and max drawdown -4.63% 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 - Debt CAGR / max drawdown?
- CAGR is 8.40%; max drawdown is -4.63%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Customised Discretionary Portfolio - Debt 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 - Debt?
- 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