Strength
Shallow peak-to-trough
Worst drop was -7.8%. Typical drawdowns ran nearer -1.4%. Milder than most equity PMS paths on file.
Tailored Discretionary Portfolio - Balanced Performance
MULTI ASSETNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Sanctum Wealth Private Limited
Age: 68 months
Trailing return from filed months
- 1Y
- 6.17%
- 3Y
- 5.33%
- 5Y
- 4.68%
- CAGR
- 8.52%
- Max DD
- -7.85%
- Calmar
- 1.09
- Track
- 68 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
5.32%
Rolling CAGR (5Y)
7.49%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Return covers the worst drop
Calmar of 1.09 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Wins cluster in fewer months
Hit rate is only +45.6%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 69% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
64.47%
Annualised Return
8.52%
Hit Rate
45.59%
Maximum Drawdown
-7.85%
Annualised Volatility
8.31%
Sharpe Ratio
1.12
Sortino Ratio
0.90
Consistency Score
46.3%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 26.30%
- Worst Year Return P
- 0.00%
- Median Annual Return P
- 4.45%
- Average Monthly Return P
- 0.77%
- Geometric Mean Return P
- 0.75%
- Average Drawdown P
- -1.41%
- Median Drawdown P
- -1.16%
- Max Drawdown Duration P
- 28 mo
- Average Drawdown Duration P
- 8 mo
- Return / Max Drawdown P
- 1.09
- Return / Avg Drawdown P
- 6.61
- Ulcer Index P
- 2.24%
- Positive Rolling Periods % P
- 65.67%
- Return Stability Score P
- 41.69
- Return Persistence P
- -0.01
- Worst Rolling 12M Return P
- -1.16%
- Best Rolling 12M Return P
- 25.71%
- Maximum Monthly Loss P
- -7.28%
- Worst 3-Month Period P
- -6.55%
- Worst 6-Month Period P
- -4.09%
- Return Smoothness Index P
- 29.81
- Pain Adjusted Return P
- 6.61%
- Worst Case Investor Entry P
- -1.16%
- Capital Preservation Score P
- 92.15%
- Aggressiveness Score P
- 2.40%
- Recovery Efficiency P
- 1.09
- Downside Volatility R
- 6.45%
- Upside Volatility R
- 6.26%
- Time in Drawdown % R
- 68.66%
- VaR 95% R
- -3.17%
- VaR 99% R
- -4.81%
- CVaR 95% R
- -5.25%
- CVaR 99% R
- -7.28%
- Semi Variance R
- 0.0003
- Volatility of Drawdowns R
- 1.70%
- CAGR per Unit Drawdown R
- 1.19
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.00%
- Return Skewness C
- -0.05
- Return Kurtosis C
- 1.33
- Coefficient of Variation C
- 3.10
- Calmar Ratio C
- 1.09
- Sterling Ratio C
- 1.19
- Burke Ratio C
- 0.68
Filings
Month-end SEBI filings. Missing months stay blank.
Tailored Discretionary Portfolio - Balanced performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Tailored Discretionary Portfolio - Balanced performed?
- Tailored Discretionary Portfolio - Balanced (Sanctum Wealth Private Limited) shows CAGR 8.52% and max drawdown -7.85% 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 Tailored Discretionary Portfolio - Balanced CAGR / max drawdown?
- CAGR is 8.52%; max drawdown is -7.85%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Tailored Discretionary Portfolio - Balanced 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 Tailored Discretionary Portfolio - Balanced?
- 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