Know Your PMS · Monthly tearsheet

Customised Portfolio Approach 4

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 Apr_202310 months filed
Strategy page
CAGR
Needs 12 months
Total return
7.47%
Max drawdown
-10.66%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
60.00%
Best / worst month
6.3% / -5.4%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-5.36%-5.24%-0.38%5.00%––––––––-6.19%
2022
––––––0.06%5.36%-0.04%6.27%1.47%0.82%14.57%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jan_2023Mar_2023Ongoing10.66%4 mo · open
Sep_2022Sep_2022Oct_20220.04%1 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
13.23%
Downside deviation
13.00%