Know Your PMS · Monthly tearsheet
Custom Portfolio 25
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_20267 months filedBM: Nifty Total Return IndexBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
0.93%
Max drawdown
-1.59%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
2.6% / -1.4%
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 | – | – | -1.06% | -0.32% | 0.94% | 2.57% | 0.44% | -0.14% | -1.45% | – | – | – | 0.93% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2026 | Sep_2026 | Ongoing | 1.59% | 2 mo · open |
| Mar_2026 | Apr_2026 | Jun_2026 | 1.38% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
4.32%
Downside deviation
3.17%