Know Your PMS · Monthly tearsheet
Customised Discretionary Portfolio - Multi-Asset
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: NIFTYMULTIASSBM: Benchmark
CAGR
15.24%
Total return
64.31%
Max drawdown
-0.71%
Sharpe
0.56
Sortino
7.40
Calmar
21.47
Win months
30.95%
Best / worst month
59.3% / -0.7%
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 | 59.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | 59.32% |
2025 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.93% |
2024 | -0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.80% | 0.00% | 0.11% | 0.00% | -0.45% | 0.00% | -0.26% |
2023 | – | – | – | 0.16% | 0.22% | 0.89% | 0.14% | 0.07% | 0.07% | 0.08% | 0.09% | 0.70% | 2.44% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2024 | Jan_2024 | Jul_2024 | 0.71% | 6 mo |
| Nov_2024 | Nov_2024 | Aug_2025 | 0.45% | 9 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
1 mo
Ann. volatility
31.30%
Downside deviation
2.06%