Strategy performance
Custom Portfolio 5
Capitalmind Financial Services Private Limited · AUM ₹0.00 Cr · as of Jan 2026
Our read
₹100 grew to ₹247.2 since inception (+19.8% CAGR), with a max drawdown of −39.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+25.7%
Since inception
+19.8%
Max drawdown
−39.6%
Volatility
+52.6%
Peer position
Loading peer ranks…
Performance
Custom Portfolio 5₹247.2Jan 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.0% | 0.0% | |||||||||||
| 2025 | +0.7% | −0.2% | +2.5% | +2.1% | +0.4% | −1.6% | +0.4% | −2.2% | +1.5% | +0.5% | −0.0% | 0.0% | +4.0% |
| 2024 | +1.0% | +1.3% | +0.4% | −0.2% | +1.8% | +0.7% | +0.9% | +1.1% | +1.6% | −0.2% | +0.4% | +0.5% | +9.7% |
| 2023 | +0.4% | +0.1% | +64.3% | +1.4% | +1.2% | −0.0% | +0.3% | +0.6% | +0.3% | −0.4% | +0.9% | +1.3% | +74.5% |
| 2022 | −0.1% | +0.5% | +0.3% | −39.0% | −1.0% | +0.2% | +0.9% | +1.4% | +0.2% | +0.2% | +1.3% | +0.3% | −36.4% |
| 2021 | −0.0% | +0.0% | +0.0% | +0.5% | −0.0% | +90.6% | +0.9% | +0.5% | −0.1% | +0.8% | −0.2% | +95.1% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- 0.0%
- 6M return
- −0.2%
- 1Y return
- +3.4%
- 2Y CAGR
- +6.3%
- 3Y CAGR
- +25.7%
- 5Y CAGR
- +19.8%
- Since-inception CAGR
- +19.8%
- Total return
- +147.2%
- Average month
- +2.4%
- Median month
- +0.4%
- Average up month
- +4.4%
- Best month
- +90.6%
- Best rolling 12M
- +96.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jan 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Custom Portfolio 5 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Custom Portfolio 5 performed?
- Custom Portfolio 5 (Capitalmind Financial Services Private Limited) shows CAGR 19.84% and max drawdown -39.56% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Custom Portfolio 5 CAGR / max drawdown?
- CAGR is 19.84%; max drawdown is -39.56%. We only publish CAGR when there are enough months (≥12 on this track of 60 months). Learn more
- Where do Custom Portfolio 5 returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Custom Portfolio 5?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more