Strength
Paid well for the ride
Sharpe of 5.05 means return more than paid for the volatility on this sample. Sortino sits at 6.06.
Custom Portfolio 6 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: 60 months
Trailing return from filed months
- 1Y
- 6.48%
- 3Y
- 7.20%
- 5Y
- 5.69%
- CAGR
- 5.69%
- Max DD
- -0.38%
- Calmar
- 14.97
- Track
- 60 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)
6.42%
Rolling CAGR (5Y)
5.69%
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 -0.4%. Typical drawdowns ran nearer -0.0%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+91.7% 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
31.86%
Annualised Return
5.69%
Hit Rate
91.67%
Maximum Drawdown
-0.38%
Annualised Volatility
1.10%
Sharpe Ratio
5.05
Sortino Ratio
6.06
Consistency Score
91.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 7.88%
- Worst Year Return P
- 0.00%
- Median Annual Return P
- 5.43%
- Average Monthly Return P
- 0.46%
- Geometric Mean Return P
- 0.46%
- Average Drawdown P
- -0.01%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 2 mo
- Time to Recovery P
- 2 mo
- Return / Max Drawdown P
- 14.97
- Return / Avg Drawdown P
- 724.03
- Ulcer Index P
- 0.05%
- Positive Rolling Periods % P
- 81.67%
- Return Stability Score P
- 315.44
- Return Persistence P
- 0.46
- Worst Rolling 12M Return P
- 2.72%
- Best Rolling 12M Return P
- 9.35%
- Maximum Monthly Loss P
- -0.38%
- Worst 3-Month Period P
- 0.00%
- Worst 6-Month Period P
- 0.81%
- Return Smoothness Index P
- 307.27
- Pain Adjusted Return P
- 724.03%
- Worst Case Investor Entry P
- 2.72%
- Capital Preservation Score P
- 99.62%
- Aggressiveness Score P
- 0.32%
- Recovery Efficiency P
- 14.97
- Downside Volatility R
- 0.81%
- Upside Volatility R
- 0.96%
- Time in Drawdown % R
- 5.00%
- VaR 95% R
- -0.06%
- VaR 99% R
- -0.27%
- CVaR 95% R
- -0.38%
- CVaR 99% R
- -0.38%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.05%
- CAGR per Unit Drawdown R
- 14.97
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.00%
- Return Skewness C
- 0.04
- Return Kurtosis C
- 0.41
- Coefficient of Variation C
- 0.69
- Calmar Ratio C
- 14.97
- Sterling Ratio C
- 36.20
- Burke Ratio C
- 14.84
Filings
Month-end SEBI filings. Missing months stay blank.
Custom Portfolio 6 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Custom Portfolio 6 performed?
- Custom Portfolio 6 (Capitalmind Financial Services Private Limited) shows CAGR 5.69% and max drawdown -0.38% 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 6 CAGR / max drawdown?
- CAGR is 5.69%; max drawdown is -0.38%. We only publish CAGR when there are enough months (≥12 on this track of 60 months). Learn more
- Where do Custom Portfolio 6 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 6?
- 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