Know Your PMS · Monthly tearsheet
Custom Portfolio 5
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_202660 months filedBM: BenchmarkBM: CRISILCOMPOSITEBOND
CAGR
19.84%
Total return
147.15%
Max drawdown
-39.56%
Sharpe
0.54
Sortino
0.57
Calmar
0.50
Win months
71.67%
Best / worst month
90.6% / -39.0%
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 | 0.67% | -0.24% | 2.48% | 2.10% | 0.44% | -1.62% | 0.43% | -2.19% | 1.54% | 0.49% | -0.03% | 0.00% | 4.04% |
2024 | 0.96% | 1.30% | 0.44% | -0.19% | 1.81% | 0.71% | 0.94% | 1.09% | 1.59% | -0.23% | 0.41% | 0.52% | 9.74% |
2023 | 0.39% | 0.08% | 64.35% | 1.35% | 1.21% | -0.04% | 0.27% | 0.56% | 0.33% | -0.41% | 0.93% | 1.34% | 74.47% |
2022 | -0.06% | 0.46% | 0.29% | -38.95% | -1.00% | 0.18% | 0.88% | 1.41% | 0.18% | 0.17% | 1.25% | 0.33% | -36.42% |
2021 | – | -0.02% | 0.01% | 0.01% | 0.48% | -0.01% | 90.61% | 0.91% | 0.47% | -0.05% | 0.76% | -0.20% | 95.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Apr_2022 | May_2022 | Mar_2023 | 39.56% | 11 mo |
| Jun_2025 | Aug_2025 | Ongoing | 3.36% | 8 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.41% | 1 mo |
| Dec_2021 | Jan_2022 | Feb_2022 | 0.26% | 2 mo |
| Feb_2025 | Feb_2025 | Mar_2025 | 0.24% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
2 mo
Ann. volatility
52.12%
Downside deviation
34.94%