Know Your PMS · Monthly tearsheet
Customised Discretionary Portfolio - Equity
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 Sep_202642 months filedBM: BSE500TRIBM: Benchmark
CAGR
16.02%
Total return
68.19%
Max drawdown
-15.76%
Sharpe
1.12
Sortino
0.91
Calmar
1.02
Win months
76.19%
Best / worst month
9.9% / -11.0%
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 | -2.45% | 0.35% | -11.00% | 9.87% | 1.83% | 1.62% | 1.55% | 3.57% | -5.09% | – | – | – | -1.12% |
2025 | -3.68% | -5.88% | 6.56% | 2.64% | 2.69% | 3.52% | -2.90% | -1.85% | 0.97% | 3.84% | 0.86% | 0.51% | 6.77% |
2024 | 1.25% | 2.25% | 0.58% | 4.47% | 1.56% | 8.71% | 5.14% | 1.78% | 0.85% | -5.12% | 0.16% | -2.22% | 20.44% |
2023 | – | – | – | 2.98% | 3.70% | 4.51% | 3.74% | 0.41% | 2.54% | -3.46% | 7.75% | 6.67% | 32.27% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 15.76% | 22 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.09% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.46% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
14.05%
Downside deviation
17.53%