Strength
Shallow peak-to-trough
Worst drop was -4.6%. Typical drawdowns ran nearer -1.1%. Milder than most equity PMS paths on file.
Customised Discretionary Portfolio - Debt Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
360 One Asset Management Limited
Age: 42 months
Trailing return from filed months
- 1Y
- 6.43%
- 3Y
- 11.53%
- 5Y
- Needs 60 months
- CAGR
- 8.40%
- Max DD
- -4.63%
- Calmar
- 1.81
- Track
- 42 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
9.05%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Return covers the worst drop
Calmar of 1.81 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Wins cluster in fewer months
Hit rate is only +47.6%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 76% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
30.97%
Annualised Return
8.40%
Hit Rate
47.62%
Maximum Drawdown
-4.63%
Annualised Volatility
8.47%
Sharpe Ratio
0.97
Sortino Ratio
2.13
Consistency Score
46.3%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 20.48%
- Worst Year Return P
- -3.57%
- Median Annual Return P
- 6.18%
- Average Monthly Return P
- 0.69%
- Geometric Mean Return P
- 0.66%
- Average Drawdown P
- -1.07%
- Median Drawdown P
- -0.48%
- Max Drawdown Duration P
- 13 mo
- Average Drawdown Duration P
- 10 mo
- Time to Recovery P
- 13 mo
- Return / Max Drawdown P
- 1.81
- Return / Avg Drawdown P
- 7.70
- Ulcer Index P
- 1.83%
- Positive Rolling Periods % P
- 63.41%
- Return Stability Score P
- 40.88
- Return Persistence P
- 0.33
- Worst Rolling 12M Return P
- -2.89%
- Best Rolling 12M Return P
- 26.33%
- Maximum Monthly Loss P
- -3.99%
- Worst 3-Month Period P
- -4.63%
- Worst 6-Month Period P
- -4.41%
- Return Smoothness Index P
- 34.88
- Pain Adjusted Return P
- 7.70%
- Worst Case Investor Entry P
- -2.89%
- Capital Preservation Score P
- 95.37%
- Aggressiveness Score P
- 2.45%
- Recovery Efficiency P
- 1.67
- Downside Volatility R
- 3.79%
- Upside Volatility R
- 10.99%
- Time in Drawdown % R
- 75.61%
- VaR 95% R
- -3.34%
- VaR 99% R
- -5.00%
- CVaR 95% R
- -3.99%
- CVaR 99% R
- -5.00%
- Semi Variance R
- 0.0001
- Volatility of Drawdowns R
- 1.53%
- CAGR per Unit Drawdown R
- 1.77
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -3.57%
- Return Skewness C
- 3.27
- Return Kurtosis C
- 13.44
- Coefficient of Variation C
- 3.56
- Calmar Ratio C
- 1.81
- Sterling Ratio C
- 1.77
- Burke Ratio C
- 1.80
Filings
Month-end SEBI filings. Missing months stay blank.
Customised Discretionary Portfolio - Debt performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Discretionary Portfolio - Debt performed?
- Customised Discretionary Portfolio - Debt (360 One Asset Management Limited) shows CAGR 8.40% and max drawdown -4.63% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Customised Discretionary Portfolio - Debt CAGR / max drawdown?
- CAGR is 8.40%; max drawdown is -4.63%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Customised Discretionary Portfolio - Debt returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Customised Discretionary Portfolio - Debt?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more