Know Your PMS · Monthly tearsheet
Customised Portfolio Approach 14
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_202614 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
65.97%
Total return
80.59%
Max drawdown
-23.15%
Sharpe
1.29
Sortino
2.02
Calmar
2.85
Win months
57.14%
Best / worst month
30.0% / -13.4%
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 | 28.14% | -8.18% | -12.84% | 4.36% | 8.22% | -13.36% | -1.86% | 8.22% | -5.62% | – | – | – | 0.58% |
2025 | – | – | – | – | – | – | – | 0.00% | 20.03% | 4.64% | 9.94% | 30.02% | 79.54% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Jul_2026 | Ongoing | 23.15% | 8 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
45.80%
Downside deviation
32.69%