Strength
Shallow peak-to-trough
Worst drop was -0.7%. Typical drawdowns ran nearer -0.2%. Milder than most equity PMS paths on file.
Customised Discretionary Portfolio - Multi-Asset Performance
MULTI ASSETNiftymultiass
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
- 59.32%
- 3Y
- 17.39%
- 5Y
- Needs 60 months
- CAGR
- 15.24%
- Max DD
- -0.71%
- Calmar
- 21.47
- 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)
17.65%
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
Watch
Calendar year luck is real
Best year hit +59.3%. Worst calendar year was -0.3%. A +60% gap means the year you enter can dominate how the track feels.
Strength
Return covers the worst drop
Calmar of 21.47 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Wins cluster in fewer months
Hit rate is only +31.0%. Gains arrive in bunches, so long red stretches are part of how this track works.
Total Return
64.31%
Annualised Return
15.24%
Hit Rate
30.95%
Maximum Drawdown
-0.71%
Annualised Volatility
32.07%
Sharpe Ratio
0.57
Sortino Ratio
7.40
Consistency Score
31.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 59.32%
- Worst Year Return P
- -0.26%
- Median Annual Return P
- 1.69%
- Average Monthly Return P
- 1.52%
- Geometric Mean Return P
- 1.22%
- Average Drawdown P
- -0.20%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 9 mo
- Average Drawdown Duration P
- 8 mo
- Time to Recovery P
- 6 mo
- Return / Max Drawdown P
- 21.47
- Return / Avg Drawdown P
- 77.18
- Ulcer Index P
- 0.34%
- Positive Rolling Periods % P
- 68.29%
- Return Stability Score P
- 10.80
- Return Persistence P
- -0.03
- Worst Rolling 12M Return P
- -0.34%
- Best Rolling 12M Return P
- 60.80%
- Maximum Monthly Loss P
- -0.71%
- Worst 3-Month Period P
- -0.71%
- Worst 6-Month Period P
- -0.71%
- Return Smoothness Index P
- 7.44
- Pain Adjusted Return P
- 77.18%
- Worst Case Investor Entry P
- -0.34%
- Capital Preservation Score P
- 99.29%
- Aggressiveness Score P
- 9.26%
- Recovery Efficiency P
- 21.47
- Downside Volatility R
- 0.64%
- Upside Volatility R
- 56.66%
- Time in Drawdown % R
- 36.59%
- VaR 95% R
- -13.70%
- VaR 99% R
- -20.01%
- CVaR 95% R
- -13.70%
- CVaR 99% R
- -20.01%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.28%
- CAGR per Unit Drawdown R
- 21.47
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.26%
- Return Skewness C
- 6.39
- Return Kurtosis C
- 40.91
- Coefficient of Variation C
- 6.08
- Calmar Ratio C
- 21.47
- Sterling Ratio C
- 27.51
- Burke Ratio C
- 18.13
Filings
Month-end SEBI filings. Missing months stay blank.
Customised Discretionary Portfolio - Multi-Asset performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Discretionary Portfolio - Multi-Asset performed?
- Customised Discretionary Portfolio - Multi-Asset (360 One Asset Management Limited) shows CAGR 15.24% and max drawdown -0.71% 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 - Multi-Asset CAGR / max drawdown?
- CAGR is 15.24%; max drawdown is -0.71%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Customised Discretionary Portfolio - Multi-Asset 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 - Multi-Asset?
- 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