Know Your PMS · Monthly tearsheet
IIFL Select Custom Portfolio
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_20269 months filedBM: NIFTY 50 TRIBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
11.57%
Max drawdown
-11.68%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
75.00%
Best / worst month
11.7% / -9.2%
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 | -3.16% | 0.39% | -9.15% | 11.74% | 4.11% | 3.44% | 2.58% | 5.50% | -3.00% | – | – | – | 11.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | May_2026 | 11.68% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.00% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
19.63%
Downside deviation
20.27%