Know Your PMS · Monthly tearsheet
Custom Portfolio 2
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 Feb_202661 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
15.04%
Total return
103.90%
Max drawdown
-25.01%
Sharpe
0.77
Sortino
0.81
Calmar
0.60
Win months
57.38%
Best / worst month
21.5% / -10.7%
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 | -0.69% | -2.32% | – | – | – | – | – | – | – | – | – | – | -2.99% |
2025 | -3.54% | -10.70% | -1.32% | -7.00% | 5.48% | 7.61% | 7.20% | -1.83% | 8.70% | 9.93% | -5.21% | 0.02% | 6.98% |
2024 | 2.80% | 2.40% | 3.67% | -3.49% | 3.80% | 8.16% | -3.94% | 2.24% | 1.92% | 1.90% | 5.68% | 21.52% | 54.89% |
2023 | 5.04% | 2.46% | 5.90% | -0.53% | 10.16% | 3.91% | 4.91% | -1.79% | -2.62% | -3.37% | 11.40% | 5.41% | 47.74% |
2022 | -10.67% | -3.12% | 11.18% | -6.57% | -6.64% | -10.05% | 8.81% | -0.11% | -7.01% | 1.20% | 0.15% | -3.03% | -25.01% |
2021 | – | 0.00% | 0.00% | 0.09% | -3.82% | 8.80% | 1.88% | 3.64% | -5.88% | 6.01% | 3.71% | 0.05% | 14.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Dec_2022 | Jul_2023 | 25.01% | 18 mo |
| Jan_2025 | Apr_2025 | Sep_2025 | 20.95% | 8 mo |
| Nov_2025 | Feb_2026 | Ongoing | 8.03% | 4 mo · open |
| Aug_2023 | Oct_2023 | Nov_2023 | 7.59% | 3 mo |
| Sep_2021 | Sep_2021 | Nov_2021 | 5.88% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
20.89%
Downside deviation
18.48%