Know Your PMS · Monthly tearsheet
Customised Portfolio Approach 16
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_202642 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
22.41%
Total return
102.91%
Max drawdown
-21.17%
Sharpe
0.93
Sortino
1.22
Calmar
1.06
Win months
54.76%
Best / worst month
26.9% / -12.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 26.93% | -7.04% | -11.85% | 3.87% | 7.34% | -12.63% | -1.25% | 8.30% | -5.33% | – | – | – | 2.58% |
2025 | -1.36% | -3.96% | 7.97% | 3.23% | 5.56% | 2.91% | -3.94% | -2.62% | 0.00% | 4.22% | 7.33% | 22.48% | 47.00% |
2024 | 5.50% | 1.64% | 2.64% | -0.58% | 1.66% | 3.46% | 1.64% | -0.40% | -0.49% | -5.12% | -1.24% | -4.24% | 4.03% |
2023 | – | – | – | 0.00% | -0.51% | 6.24% | 3.11% | 2.11% | 3.33% | -3.00% | 5.62% | 9.79% | 29.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Jul_2026 | Ongoing | 21.17% | 8 mo · open |
| Aug_2024 | Feb_2025 | Jun_2025 | 15.75% | 10 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 6.46% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.00% | 1 mo |
| Apr_2024 | Apr_2024 | May_2024 | 0.58% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
7 mo
Ann. volatility
24.61%
Downside deviation
18.31%