Strength
Paid well for the ride
Sharpe of 4.63 means return more than paid for the volatility on this sample. Sortino sits at 4.10.
Custom Portfolio 1 Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Capitalmind Financial Services Private Limited
Age: 61 months
Trailing return from filed months
- 1Y
- 6.09%
- 3Y
- 7.12%
- 5Y
- 5.52%
- CAGR
- 5.43%
- Max DD
- -0.57%
- Calmar
- 9.53
- Track
- 61 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)
6.32%
Rolling CAGR (5Y)
5.48%
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
Shallow peak-to-trough
Worst drop was -0.6%. Typical drawdowns ran nearer -0.0%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+91.8% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 92%. Month-to-month results did not whip around as much as a typical equity book.
Strength
Most holding windows finished up
82% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
30.84%
Annualised Return
5.43%
Hit Rate
91.80%
Maximum Drawdown
-0.57%
Annualised Volatility
1.15%
Sharpe Ratio
4.63
Sortino Ratio
4.10
Consistency Score
91.8%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 7.67%
- Worst Year Return P
- 0.32%
- Median Annual Return P
- 5.34%
- Average Monthly Return P
- 0.44%
- Geometric Mean Return P
- 0.44%
- Average Drawdown P
- -0.02%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 3 mo
- Average Drawdown Duration P
- 2 mo
- Time to Recovery P
- 3 mo
- Return / Max Drawdown P
- 9.53
- Return / Avg Drawdown P
- 223.33
- Ulcer Index P
- 0.10%
- Positive Rolling Periods % P
- 81.97%
- Return Stability Score P
- 302.52
- Return Persistence P
- 0.36
- Worst Rolling 12M Return P
- 2.12%
- Best Rolling 12M Return P
- 8.23%
- Maximum Monthly Loss P
- -0.57%
- Worst 3-Month Period P
- -0.06%
- Worst 6-Month Period P
- 0.78%
- Return Smoothness Index P
- 266.64
- Pain Adjusted Return P
- 223.33%
- Worst Case Investor Entry P
- 2.12%
- Capital Preservation Score P
- 99.43%
- Aggressiveness Score P
- 0.33%
- Recovery Efficiency P
- 9.53
- Downside Volatility R
- 0.88%
- Upside Volatility R
- 0.95%
- Time in Drawdown % R
- 8.20%
- VaR 95% R
- -0.10%
- VaR 99% R
- -0.33%
- CVaR 95% R
- -0.45%
- CVaR 99% R
- -0.45%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.10%
- CAGR per Unit Drawdown R
- 9.53
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.32%
- Return Skewness C
- 0.48
- Return Kurtosis C
- 4.73
- Coefficient of Variation C
- 0.75
- Calmar Ratio C
- 9.53
- Sterling Ratio C
- 18.31
- Burke Ratio C
- 8.21
Filings
Month-end SEBI filings. Missing months stay blank.
Custom Portfolio 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Custom Portfolio 1 performed?
- Custom Portfolio 1 (Capitalmind Financial Services Private Limited) shows CAGR 5.43% and max drawdown -0.57% 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 1 CAGR / max drawdown?
- CAGR is 5.43%; max drawdown is -0.57%. We only publish CAGR when there are enough months (≥12 on this track of 61 months). Learn more
- Where do Custom Portfolio 1 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 1?
- 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