Know Your PMS · Monthly tearsheet
Custom Portfolio 1
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 Feb_202661 months filedBM: BenchmarkBM: CRISILCOMPOSITEBOND
CAGR
5.43%
Total return
30.84%
Max drawdown
-0.57%
Sharpe
4.63
Sortino
4.10
Calmar
9.53
Win months
91.80%
Best / worst month
1.8% / -0.6%
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 | -0.06% | 0.38% | – | – | – | – | – | – | – | – | – | – | 0.32% |
2025 | 0.62% | 0.45% | 0.92% | 1.14% | 0.78% | 0.28% | 0.47% | 0.16% | 0.55% | 0.58% | 0.42% | 0.31% | 6.88% |
2024 | 0.52% | 0.63% | 0.62% | 0.42% | 0.80% | 0.51% | 0.62% | 0.63% | 0.72% | 0.51% | 0.49% | 0.53% | 7.23% |
2023 | 0.48% | 0.24% | 1.77% | 0.86% | 0.71% | 0.30% | 0.54% | 0.49% | 0.44% | 0.33% | 0.55% | 0.71% | 7.67% |
2022 | 0.29% | 0.34% | 0.35% | 0.09% | -0.33% | 0.35% | 0.46% | 0.46% | 0.27% | 0.40% | 0.56% | 0.49% | 3.79% |
2021 | – | 0.00% | 0.00% | 0.01% | 0.35% | 0.14% | 0.66% | 0.51% | -0.57% | 0.11% | 0.40% | 0.21% | 1.83% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2021 | Sep_2021 | Dec_2021 | 0.57% | 3 mo |
| May_2022 | May_2022 | Jun_2022 | 0.33% | 1 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.06% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
43 mo
Longest loss streak
1 mo
Ann. volatility
1.14%
Downside deviation
1.32%