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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2023 | Mar_2023 | Ongoing | 10.66% | 4 mo · open |
| Sep_2022 | Sep_2022 | Oct_2022 | 0.04% | 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%