Know Your PMS · Monthly tearsheet
Tailored Discretionary Portfolio - Aggressive
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_202668 months filedBM: BenchmarkBM: BSE500TRI
CAGR
14.69%
Total return
117.44%
Max drawdown
-20.62%
Sharpe
0.86
Sortino
0.91
Calmar
0.71
Win months
63.24%
Best / worst month
18.4% / -11.3%
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 | -4.16% | 1.32% | -11.29% | 13.08% | 0.70% | 3.08% | -0.28% | 2.05% | -5.43% | – | – | – | -2.69% |
2025 | -6.98% | -10.61% | 8.25% | 0.95% | 7.05% | 2.82% | -2.53% | -2.54% | 0.62% | 2.92% | 0.46% | -1.02% | -2.17% |
2024 | 3.06% | 1.79% | 2.65% | 7.21% | -0.25% | 8.51% | 2.52% | 1.94% | 2.61% | -4.30% | 0.87% | -1.11% | 27.92% |
2023 | -4.63% | -0.43% | -5.99% | 6.62% | 6.36% | 3.77% | 3.35% | -1.87% | 0.48% | 18.38% | 6.83% | 0.89% | 36.59% |
2022 | 1.86% | -3.60% | 2.67% | -2.73% | -2.84% | -6.54% | 12.04% | 5.55% | -3.67% | 3.63% | 2.22% | -2.19% | 5.10% |
2021 | – | 7.82% | -0.65% | 1.48% | 5.01% | 0.27% | 2.91% | 7.60% | 1.70% | 1.26% | -4.48% | -0.24% | 24.37% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 20.62% | 24 mo · open |
| Nov_2021 | Jun_2022 | Aug_2022 | 15.15% | 9 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 12.68% | 6 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 3.67% | 2 mo |
| Aug_2023 | Aug_2023 | Oct_2023 | 1.87% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
17.69%
Downside deviation
16.11%