Know Your PMS · Monthly tearsheet
Customised Portfolio Approach 6
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 TRI
CAGR
10.31%
Total return
40.98%
Max drawdown
-15.75%
Sharpe
0.74
Sortino
0.74
Calmar
0.65
Win months
54.76%
Best / worst month
9.8% / -9.9%
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 | -5.78% | 3.57% | -9.94% | 8.17% | -2.25% | 1.48% | 0.00% | 1.90% | -6.49% | – | – | – | -10.14% |
2025 | -1.36% | -3.96% | 7.97% | 3.23% | 5.56% | 2.91% | -3.94% | -2.62% | 0.27% | 6.30% | 2.16% | -0.20% | 16.60% |
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 |
|---|---|---|---|---|
| Aug_2024 | Feb_2025 | Jun_2025 | 15.75% | 10 mo |
| Dec_2025 | Mar_2026 | Ongoing | 12.29% | 10 mo · open |
| 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
14.47%
Downside deviation
13.93%