Know Your PMS · Monthly tearsheet
Custom Portfolio 11
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 Jan_202660 months filedBM: BenchmarkBM: CRISILCOMPOSITEBOND
CAGR
5.47%
Total return
30.50%
Max drawdown
-2.28%
Sharpe
2.26
Sortino
2.08
Calmar
2.40
Win months
80.00%
Best / worst month
2.2% / -1.6%
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 | 0.00% | – | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | 0.54% | -0.20% | 2.23% | 1.74% | 0.37% | -1.34% | 0.63% | -1.57% | 1.38% | 0.66% | 0.50% | 0.00% | 4.98% |
2024 | 1.36% | 1.30% | 0.82% | -0.67% | 1.77% | 1.08% | 0.70% | 0.97% | 1.42% | -0.07% | 0.28% | 0.48% | 9.83% |
2023 | 0.52% | 0.16% | 1.20% | 1.11% | 0.84% | 0.05% | 0.25% | 0.53% | 0.36% | -0.25% | 0.81% | 1.18% | 6.96% |
2022 | 0.05% | 0.46% | 0.41% | -0.46% | -0.84% | 0.31% | 0.83% | 0.57% | -0.07% | 0.38% | 0.85% | 0.44% | 2.96% |
2021 | – | -0.01% | 0.01% | 0.01% | 0.45% | 0.09% | 0.58% | 0.72% | 0.22% | 0.05% | 0.59% | 0.04% | 2.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jun_2025 | Aug_2025 | Nov_2025 | 2.28% | 5 mo |
| Apr_2022 | May_2022 | Aug_2022 | 1.30% | 4 mo |
| Apr_2024 | Apr_2024 | May_2024 | 0.67% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.25% | 1 mo |
| Feb_2025 | Feb_2025 | Mar_2025 | 0.20% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
13 mo
Longest loss streak
2 mo
Ann. volatility
2.35%
Downside deviation
2.62%