Strategy performance
Customised Discretionary Portfolio - Multi-Asset
360 One Asset Management Limited · AUM ₹0.00 Cr · as of Sep 2026
Our read
₹100 grew to ₹164.3 since inception (+15.2% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −0.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+17.4%
+2.2% vs benchmark
Since inception
+15.2%
Max drawdown
−0.7%
Volatility
+31.7%
Peer position
Loading peer ranks…
Performance
Customised Discretionary Portfolio - Multi-Asset₹164.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +59.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +59.3% | |||
| 2025 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +0.9% | 0.0% | 0.0% | 0.0% | 0.0% | +0.9% |
| 2024 | −0.7% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +0.8% | 0.0% | +0.1% | 0.0% | −0.5% | 0.0% | −0.3% |
| 2023 | +0.2% | +0.2% | +0.9% | +0.1% | +0.1% | +0.1% | +0.1% | +0.1% | +0.7% | +2.4% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- 0.0%
- 6M return
- 0.0%
- 1Y return
- +59.3%
- 2Y CAGR
- +26.5%
- 3Y CAGR
- +17.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +15.2%
- Total return
- +64.3%
- Average month
- +1.5%
- Median month
- 0.0%
- Average up month
- +4.9%
- Best month
- +59.3%
- Best rolling 12M
- +60.8%
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 - Multi-Asset performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Discretionary Portfolio - Multi-Asset performed?
- Customised Discretionary Portfolio - Multi-Asset (360 One Asset Management Limited) shows CAGR 15.24% and max drawdown -0.71% 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 - Multi-Asset CAGR / max drawdown?
- CAGR is 15.24%; max drawdown is -0.71%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Customised Discretionary Portfolio - Multi-Asset 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 - Multi-Asset?
- 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