Know Your PMS · Monthly tearsheet
Custom Portfolio 17
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_202649 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
-2.26%
Total return
-8.92%
Max drawdown
-50.57%
Sharpe
0.10
Sortino
-0.05
Calmar
-0.04
Win months
65.31%
Best / worst month
7.8% / -49.1%
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 | 1.15% | -2.79% | -2.07% | 0.53% | 4.63% | 4.00% | 1.47% | 0.56% | 2.46% | 0.00% | 0.00% | 0.00% | 10.13% |
2024 | 2.55% | 3.10% | 1.97% | 0.24% | 2.61% | 4.56% | 1.79% | 2.63% | 2.82% | -2.15% | 3.14% | 0.40% | 26.19% |
2023 | 2.49% | 0.04% | -49.12% | 3.80% | 3.71% | 3.43% | 2.94% | -0.41% | -0.62% | -1.07% | 7.82% | 4.80% | -33.85% |
2022 | 1.27% | -1.53% | 4.85% | -4.56% | -1.89% | -5.97% | 6.86% | 1.21% | -4.79% | 6.14% | 0.52% | -2.05% | -0.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Apr_2022 | Mar_2023 | Ongoing | 50.57% | 46 mo · open |
| Feb_2022 | Feb_2022 | Mar_2022 | 1.53% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
26.61%
Downside deviation
48.24%