Know Your PMS · Monthly tearsheet
Custom Portfolio 24
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 Sep_202610 months filedBM: Nifty Total Return IndexBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
-0.95%
Max drawdown
-12.45%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
9.9% / -10.3%
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 | -3.18% | 0.78% | -10.27% | 9.91% | 0.63% | 2.71% | 1.53% | 2.20% | -4.03% | – | – | – | -0.95% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jul_2026 | 12.45% | 6 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.03% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
17.17%
Downside deviation
22.96%