Know Your PMS · Monthly tearsheet
PATERSON CUSTOMISED 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_202625 months filedBM: NIFTY50TRIBM: BenchmarkBM: NSE NIFTY 500_TOTAL RETURNS INDEXBM: NSENIFTY500_TOTALRETURNSINDEX
CAGR
-7.74%
Total return
-15.45%
Max drawdown
-31.57%
Sharpe
-0.27
Sortino
-0.31
Calmar
-0.25
Win months
48.00%
Best / worst month
12.3% / -14.0%
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 | -0.87% | 3.97% | -13.78% | 12.25% | -2.56% | 2.82% | 5.28% | 3.68% | -5.85% | – | – | – | 2.70% |
2025 | -4.69% | -12.09% | 5.05% | 4.49% | 3.73% | 3.08% | -2.57% | -1.35% | 0.88% | 3.57% | -0.15% | 2.22% | 0.80% |
2024 | – | – | – | – | – | – | – | – | 0.00% | -14.02% | -0.22% | -4.80% | -18.33% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 31.57% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
21.07%
Downside deviation
25.05%