Know Your PMS · Monthly tearsheet
Custom Portfolio 19
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 Sep_202652 months filedBM: Nifty Total Return IndexBM: BenchmarkBM: NIFTY50TRI
CAGR
9.29%
Total return
46.95%
Max drawdown
-16.75%
Sharpe
0.63
Sortino
0.55
Calmar
0.55
Win months
63.46%
Best / worst month
13.9% / -13.7%
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 | -2.64% | 1.36% | -13.71% | 8.91% | -1.21% | 5.03% | 2.48% | 2.87% | -7.19% | – | – | – | -5.85% |
2025 | 1.90% | -4.41% | 6.53% | 3.16% | 1.73% | 2.14% | -3.71% | -2.10% | 0.10% | 3.60% | 0.51% | 0.16% | 9.47% |
2024 | -3.30% | -1.86% | 2.52% | 3.46% | -2.46% | 9.38% | 0.50% | 0.65% | 5.02% | -9.39% | -1.48% | 0.05% | 1.89% |
2023 | -4.67% | -1.60% | 1.49% | 5.13% | 4.26% | 4.35% | 1.94% | 0.38% | 1.06% | -2.42% | 5.36% | 4.76% | 21.28% |
2022 | – | – | – | – | – | -3.11% | 13.95% | 7.00% | -1.12% | 1.91% | -0.61% | -2.48% | 15.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 16.75% | 24 mo · open |
| Nov_2022 | Feb_2023 | May_2023 | 9.08% | 6 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 5.10% | 3 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 3.11% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 2.46% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
15.98%
Downside deviation
16.75%