Know Your PMS · Monthly tearsheet
Customised Equity Portfolio
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 May_202619 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
3.05%
Total return
4.88%
Max drawdown
-14.22%
Sharpe
0.26
Sortino
0.18
Calmar
0.21
Win months
52.63%
Best / worst month
9.6% / -9.5%
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 | -1.73% | 0.84% | -7.77% | 9.61% | 1.04% | – | – | – | – | – | – | – | 1.22% |
2025 | -5.15% | -9.48% | 7.93% | 2.75% | 6.48% | 4.92% | -3.24% | -2.63% | 0.18% | 3.04% | 0.72% | -0.47% | 3.71% |
2024 | – | – | – | – | – | – | – | – | – | – | 0.00% | -0.09% | -0.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | May_2025 | 14.22% | 5 mo |
| Jul_2025 | Mar_2026 | Ongoing | 10.89% | 11 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
16.58%
Downside deviation
17.21%