Know Your PMS · Monthly tearsheet
Customised Discretionary Portfolio - Debt
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: CRISILCREDITBM: Benchmark
CAGR
8.40%
Total return
32.63%
Max drawdown
-4.63%
Sharpe
1.01
Sortino
2.13
Calmar
1.81
Win months
47.62%
Best / worst month
12.2% / -4.0%
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 | -0.05% | 0.00% | 0.00% | 0.31% | 0.66% | 1.67% | 0.94% | 1.62% | 1.27% | – | – | – | 6.59% |
2025 | 0.00% | -0.01% | 0.00% | 7.74% | 12.15% | 0.00% | -0.03% | -0.05% | -0.05% | -0.05% | -0.05% | -0.05% | 20.48% |
2024 | -0.04% | -0.04% | 0.79% | 1.39% | 0.32% | 0.11% | 4.95% | -0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 7.11% |
2023 | – | – | – | 0.04% | 0.15% | -0.85% | 0.18% | -3.99% | 0.05% | 0.25% | 0.39% | 0.23% | -3.57% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jun_2023 | Aug_2023 | Jul_2024 | 4.63% | 13 mo |
| Aug_2024 | Feb_2025 | Apr_2025 | 0.49% | 8 mo |
| Jul_2025 | Jan_2026 | May_2026 | 0.33% | 10 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
7 mo
Ann. volatility
8.28%
Downside deviation
3.95%