Strategy performance
Custom Portfolio 22
Capitalmind Financial Services Private Limited · AUM ₹15.6 Cr · as of Feb 2026
Our read
₹100 grew to ₹115.0 since inception (+6.2% CAGR), behind its filed benchmark on the same window, with a max drawdown of 0.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
−8.0% vs benchmark
Since inception
+6.2%
Max drawdown
0.0%
Volatility
+0.6%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Custom Portfolio 22₹115.0Feb 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +0.5% | +1.1% | ||||||||||
| 2025 | +0.6% | +0.5% | +0.7% | +0.7% | +0.4% | +0.6% | +0.5% | +0.4% | +0.4% | +0.5% | +0.5% | +0.6% | +6.7% |
| 2024 | 0.0% | 0.0% | +0.5% | +0.6% | +0.6% | +0.6% | +0.5% | +0.6% | +0.5% | +0.6% | +0.6% | +0.6% | +5.8% |
| 2023 | +0.2% | +0.6% | +0.8% |
Metrics
Tearsheet- 1M return
- +0.5%
- 3M return
- +1.7%
- 6M return
- +3.2%
- 1Y return
- +6.6%
- 2Y CAGR
- +6.8%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +6.2%
- Total return
- +15.0%
- Average month
- +0.5%
- Median month
- +0.6%
- Average up month
- +0.5%
- Best month
- +0.7%
- Best rolling 12M
- +7.3%
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 22 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Custom Portfolio 22 performed?
- Custom Portfolio 22 (Capitalmind Financial Services Private Limited) shows CAGR 6.17% and max drawdown 0.00% 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 22 CAGR / max drawdown?
- CAGR is 6.17%; max drawdown is 0.00%. We only publish CAGR when there are enough months (≥12 on this track of 28 months). Learn more
- Where do Custom Portfolio 22 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 22?
- 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