Context
Too short for CAGR
Path return sits at -100.6%, but the series is still too short for a clean annualised figure. Rank it on path and hit rate until more months land.
360 ONE Customized Discretionary Portfolio - Balanced Performance
Dormant · no recent filingsMULTI ASSETNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
360 One Portfolio Managers Limited
Age: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- Not reported
- Max DD
- -100.60%
- Calmar
- Not reported
- Track
- 29 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.
Read of the numbers
Reported metrics only · not advice
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Deep hole on the path
Max drawdown reached -100.6%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 28 months.
Watch
Ugly trailing 12-month prints
Worst rolling year hit -102.3%. The best rolling year was 0.0%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Wins cluster in fewer months
Hit rate is only +6.9%. Gains arrive in bunches, so long red stretches are part of how this track works.
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Often below a prior high
Roughly 97% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-100.61%
Hit Rate
6.90%
Maximum Drawdown
-100.60%
Annualised Volatility
78.51%
Consistency Score
6.9%
PPerformance(24)RRisk(11)CConsistency(4)
- Best Year Return P
- 0.00%
- Worst Year Return P
- 0.00%
- Median Annual Return P
- 0.00%
- Average Monthly Return P
- -5.77%
- Average Drawdown P
- -98.60%
- Median Drawdown P
- -100.60%
- Max Drawdown Duration P
- 28 mo
- Average Drawdown Duration P
- 28 mo
- Ulcer Index P
- 97.14%
- Positive Rolling Periods % P
- 0.00%
- Return Stability Score P
- 4.41
- Return Persistence P
- -0.15
- Worst Rolling 12M Return P
- -102.26%
- Best Rolling 12M Return P
- 0.00%
- Maximum Monthly Loss P
- -102.12%
- Worst 3-Month Period P
- -102.26%
- Worst 6-Month Period P
- -102.26%
- Return Smoothness Index P
- 2.86
- Worst Case Investor Entry P
- -102.26%
- Capital Preservation Score P
- 3.45%
- Aggressiveness Score P
- 22.66%
- Downside Volatility R
- 308.08%
- Upside Volatility R
- 8.23%
- Time in Drawdown % R
- 96.55%
- VaR 95% R
- -73.42%
- VaR 99% R
- -102.12%
- CVaR 95% R
- -87.77%
- CVaR 99% R
- -102.12%
- Semi Variance R
- 0.7909
- Volatility of Drawdowns R
- 7.22%
- Equity Curve Convexity R
- 0.05
- Return Skewness C
- -3.54
- Return Kurtosis C
- 14.00
- Coefficient of Variation C
- 3.93
Filings
Month-end SEBI filings. Missing months stay blank.
360 ONE Customized Discretionary Portfolio - Balanced performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has 360 ONE Customized Discretionary Portfolio - Balanced performed?
- 360 ONE Customized Discretionary Portfolio - Balanced (360 One Portfolio Managers Limited) shows CAGR Not reported and max drawdown -100.60% 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 360 ONE Customized Discretionary Portfolio - Balanced CAGR / max drawdown?
- CAGR is Not reported; max drawdown is -100.60%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do 360 ONE Customized Discretionary Portfolio - Balanced 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 360 ONE Customized Discretionary Portfolio - Balanced?
- 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