Strategy performance
Custom Portfolio 2
Capitalmind Financial Services Private Limited · AUM ₹0.63 Cr · as of Feb 2026
Our read
₹100 grew to ₹203.9 since inception (+15.0% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −25.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+30.2%
+11.3% vs benchmark
Since inception
+15.0%
Max drawdown
−25.0%
Volatility
+21.1%
Peer position
Loading peer ranks…
Performance
Custom Portfolio 2₹203.9Feb 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.7% | −2.3% | −3.0% | ||||||||||
| 2025 | −3.5% | −10.7% | −1.3% | −7.0% | +5.5% | +7.6% | +7.2% | −1.8% | +8.7% | +9.9% | −5.2% | +0.0% | +7.0% |
| 2024 | +2.8% | +2.4% | +3.7% | −3.5% | +3.8% | +8.2% | −3.9% | +2.2% | +1.9% | +1.9% | +5.7% | +21.5% | +54.9% |
| 2023 | +5.0% | +2.5% | +5.9% | −0.5% | +10.2% | +3.9% | +4.9% | −1.8% | −2.6% | −3.4% | +11.4% | +5.4% | +47.7% |
| 2022 | −10.7% | −3.1% | +11.2% | −6.6% | −6.6% | −10.1% | +8.8% | −0.1% | −7.0% | +1.2% | +0.1% | −3.0% | −25.0% |
| 2021 | 0.0% | 0.0% | +0.1% | −3.8% | +8.8% | +1.9% | +3.6% | −5.9% | +6.0% | +3.7% | +0.1% | +14.5% |
Metrics
Tearsheet- 1M return
- −2.3%
- 3M return
- −3.0%
- 6M return
- +9.9%
- 1Y return
- +20.5%
- 2Y CAGR
- +23.6%
- 3Y CAGR
- +30.2%
- 5Y CAGR
- +15.3%
- Since-inception CAGR
- +15.0%
- Total return
- +103.9%
- Average month
- +1.4%
- Median month
- +1.2%
- Average up month
- +5.4%
- Best month
- +21.5%
- Best rolling 12M
- +54.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Feb 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Custom Portfolio 2 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Custom Portfolio 2 performed?
- Custom Portfolio 2 (Capitalmind Financial Services Private Limited) shows CAGR 15.04% and max drawdown -25.01% 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 2 CAGR / max drawdown?
- CAGR is 15.04%; max drawdown is -25.01%. We only publish CAGR when there are enough months (≥12 on this track of 61 months). Learn more
- Where do Custom Portfolio 2 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 2?
- 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