Know Your PMS · Monthly tearsheet
Custom Portfolio A2
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 Aug_20269 months filedBM: NIFTY 500 TRIBM: NIFTY500TRIBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
52.24%
Max drawdown
-18.97%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
44.3% / -19.0%
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 | -18.97% | 10.76% | -6.83% | 44.26% | 10.98% | 6.93% | 8.39% | -8.24% | – | – | – | – | 42.38% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 6.93% | 6.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Jan_2026 | Apr_2026 | 18.97% | 3 mo |
| Aug_2026 | Aug_2026 | Ongoing | 8.24% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
57.85%
Downside deviation
43.56%