Know Your PMS · Monthly tearsheet
Customised Portfolio Approach 12
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 Aug_202666 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
3.46%
Total return
20.58%
Max drawdown
-28.09%
Sharpe
0.32
Sortino
0.14
Calmar
0.12
Win months
69.70%
Best / worst month
10.8% / -17.8%
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 | -1.08% | 3.26% | -9.39% | 10.80% | 1.99% | 0.94% | 0.24% | 5.06% | – | – | – | – | 11.18% |
2025 | -17.81% | -12.51% | 9.36% | 2.32% | 4.14% | 6.81% | -7.97% | -1.12% | 1.31% | 5.65% | -1.22% | -2.68% | -16.20% |
2024 | 0.48% | 0.41% | 1.32% | 1.06% | 0.63% | 0.57% | 0.14% | 0.95% | 1.68% | 0.66% | 0.00% | 5.78% | 14.43% |
2023 | 0.63% | 0.00% | 0.85% | 0.87% | 0.55% | – | 0.66% | 0.23% | 0.18% | 0.91% | 0.89% | 1.19% | 7.18% |
2022 | 0.00% | 0.00% | 0.02% | 0.00% | -0.02% | -0.01% | 0.01% | 1.44% | -0.02% | 1.43% | 1.34% | -0.17% | 4.07% |
2021 | – | 0.02% | 0.00% | 0.01% | 0.02% | 0.00% | 0.01% | 1.30% | 0.01% | 0.01% | 0.00% | 0.01% | 1.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Ongoing | 28.09% | 20 mo · open |
| Dec_2022 | Dec_2022 | Jan_2023 | 0.17% | 1 mo |
| May_2022 | Jun_2022 | Aug_2022 | 0.03% | 3 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 0.02% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
19 mo
Longest loss streak
3 mo
Ann. volatility
13.69%
Downside deviation
25.23%