Know Your PMS · Monthly tearsheet
Customised Portfolio Approach 10
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_20244 months filed
CAGR
Needs 12 months
Total return
7.02%
Max drawdown
-3.61%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
8.0% / -3.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -3.61% | – | – | – | – | – | – | – | – | – | – | – | -3.61% |
2023 | – | – | – | – | – | – | – | – | – | -1.88% | 4.76% | 8.01% | 11.02% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2024 | Jan_2024 | Ongoing | 3.61% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.88% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
16.44%
Downside deviation
9.97%