Strength
Paid well for the ride
Sharpe of 2.69 means return more than paid for the volatility on this sample. Sortino at 5.95 says the ugly months were milder than the overall bounce suggests.
Custom Portfolio A1 Performance
EQUITYNifty G-Sec
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Age: 9 months · Sparse · 9 mo
Sparse track recordNeeds 12 months
CAGR
-0.91
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
77.78
Win Ratio
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- Needs 12 months
- Max DD
- -0.91%
- Calmar
- Needs 12 months
- Track
- 9 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
Strength
Shallow peak-to-trough
Worst drop was -0.9%. Typical drawdowns ran nearer -0.2%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+77.8% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 78%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
3.97%
Annualised Return
Needs 12 months
Hit Rate
77.78%
Maximum Drawdown
-0.91%
Annualised Volatility
1.94%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
77.8%
Calmar Ratio
Needs 12 months
PPerformance(25)RRisk(12)CConsistency(8)
- Best Year Return P
- Needs 12 months
- Worst Year Return P
- Needs 12 months
- Median Annual Return P
- Needs 12 months
- Average Monthly Return P
- 0.43%
- Geometric Mean Return P
- 0.43%
- Average Drawdown P
- -0.18%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 2 mo
- Time to Recovery P
- 2 mo
- Ulcer Index P
- 0.39%
- Return Stability Score P
- 178.98
- Return Persistence P
- 0.03
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- -0.74%
- Worst 3-Month Period P
- -0.09%
- Worst 6-Month Period P
- 1.54%
- Return Smoothness Index P
- 123.63
- Capital Preservation Score P
- 99.09%
- Aggressiveness Score P
- 0.56%
- Downside Volatility R
- 1.40%
- Upside Volatility R
- 0.78%
- Time in Drawdown % R
- 22.22%
- VaR 95% R
- -0.48%
- VaR 99% R
- -0.87%
- CVaR 95% R
- -0.74%
- CVaR 99% R
- -0.87%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.37%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -1.39
- Return Kurtosis C
- 1.46
- Coefficient of Variation C
- 1.29
- Sharpe Stability C
- Needs 12 months
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
Custom Portfolio A1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Custom Portfolio A1 performed?
- Custom Portfolio A1 (B.N. RATHI SECURITIES LIMITED) shows CAGR Needs 12 months and max drawdown -0.91% 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 Custom Portfolio A1 CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is -0.91%. We only publish CAGR when there are enough months (≥12 on this track of 9 months). Learn more
- Where do Custom Portfolio A1 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 Custom Portfolio A1?
- 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