Know Your PMS · Monthly tearsheet
Custom Portfolio A1
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: NIFTYG-SEC-IBM: NIFTYGSECI
CAGR
Needs 12 months
Total return
3.97%
Max drawdown
-0.91%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
77.78%
Best / worst month
1.0% / -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 | 0.83% | -0.74% | -0.17% | 0.99% | 0.35% | 0.50% | 0.61% | 0.67% | – | – | – | – | 3.07% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.87% | 0.87% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Apr_2026 | 0.91% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
1.82%
Downside deviation
1.86%