Context
Too short for CAGR
Path return sits at -100.6%, but the series is still too short for a clean annualised figure. Rank it on path and hit rate until more months land.
360 ONE Customized Discretionary Portfolio - Balanced
Dormant · no recent filingsMULTI ASSETNifty Multi-Asset
Strategy performance & returns
Age: 29 months · 29 mo used
- CAGR
- Not reported
- Max DD
- Not reported
- Calmar
- Not reported
- Track
- 29 mo
CAGR not reported: incomplete or ungated series for this window. · Max DD not reported: incomplete or ungated series for this window.
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.
Read of the numbers
Reported metrics only · not advice
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Deep hole on the path
Max drawdown reached -100.6%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 28 months.
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Ugly trailing 12-month prints
Worst rolling year hit -102.3%. The best rolling year was 0.0%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Wins cluster in fewer months
Hit rate is only +6.9%. Gains arrive in bunches, so long red stretches are part of how this track works.
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Often below a prior high
Roughly 97% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-100.61%
Hit Rate
6.90%
Maximum Drawdown
-100.60%
Annualised Volatility
78.51%
Consistency Score
6.9%
PPerformance(24)RRisk(11)CConsistency(4)
- Best Year Return P
- 0.00%
- Worst Year Return P
- 0.00%
- Median Annual Return P
- 0.00%
- Average Monthly Return P
- -5.77%
- Average Drawdown P
- -98.60%
- Median Drawdown P
- -100.60%
- Max Drawdown Duration P
- 28 mo
- Average Drawdown Duration P
- 28 mo
- Ulcer Index P
- 97.14%
- Positive Rolling Periods % P
- 0.00%
- Return Stability Score P
- 4.41
- Return Persistence P
- -0.15
- Worst Rolling 12M Return P
- -102.26%
- Best Rolling 12M Return P
- 0.00%
- Maximum Monthly Loss P
- -102.12%
- Worst 3-Month Period P
- -102.26%
- Worst 6-Month Period P
- -102.26%
- Return Smoothness Index P
- 2.86
- Worst Case Investor Entry P
- -102.26%
- Capital Preservation Score P
- 3.45%
- Aggressiveness Score P
- 22.66%
- Downside Volatility R
- 308.08%
- Upside Volatility R
- 8.23%
- Time in Drawdown % R
- 96.55%
- VaR 95% R
- -73.42%
- VaR 99% R
- -102.12%
- CVaR 95% R
- -87.77%
- CVaR 99% R
- -102.12%
- Semi Variance R
- 0.7909
- Volatility of Drawdowns R
- 7.22%
- Equity Curve Convexity R
- 0.05
- Return Skewness C
- -3.54
- Return Kurtosis C
- 14.00
- Coefficient of Variation C
- 3.93
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
360 ONE Customized Discretionary Portfolio - Balanced performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has 360 ONE Customized Discretionary Portfolio - Balanced performed?
- 360 ONE Customized Discretionary Portfolio - Balanced (360 One Portfolio Managers Limited) shows CAGR Not reported and max drawdown Not reported on Know Your PMS from SEBI month-end TWRR filings. Incomplete windows stay Not reported. Learn more
- What is 360 ONE Customized Discretionary Portfolio - Balanced CAGR / max drawdown?
- CAGR is Not reported; max drawdown is Not reported. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do 360 ONE Customized Discretionary Portfolio - Balanced 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/5Y and since-inception need enough consecutive monthlies. Sparse tracks stay honest. 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 2–3 for your own diligence. Learn more