Know Your PMS · Monthly tearsheet
Custom Portfolio 3
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 Jan_202660 months filedBM: BenchmarkBM: CRISILCOMPOSITEBOND
CAGR
5.93%
Total return
33.36%
Max drawdown
-32.03%
Sharpe
0.34
Sortino
0.14
Calmar
0.19
Win months
83.33%
Best / worst month
48.1% / -32.0%
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 | 0.00% | – | – | – | – | – | – | – | – | – | – | – | 0.00% |
2025 | 0.67% | 0.38% | 1.33% | 1.55% | 1.00% | 0.00% | 0.56% | -0.45% | 0.80% | 0.69% | 0.44% | 0.00% | 7.18% |
2024 | 0.64% | 0.79% | 0.69% | 0.25% | 0.99% | 0.55% | 0.92% | 0.75% | 0.93% | 0.46% | 0.60% | 0.54% | 8.42% |
2023 | 0.42% | 0.39% | -32.03% | 0.97% | 0.82% | 0.37% | 0.65% | 0.62% | 0.49% | 0.29% | 0.62% | 0.75% | -27.56% |
2022 | 48.06% | 0.50% | 0.33% | -0.07% | -0.48% | 0.15% | 0.77% | 0.88% | 0.30% | 0.40% | 0.69% | 0.46% | 53.97% |
2021 | – | -0.01% | 0.01% | 0.01% | 0.49% | 0.13% | 0.50% | 0.93% | 0.47% | -0.16% | 0.79% | -0.29% | 2.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2023 | Mar_2023 | Ongoing | 32.03% | 35 mo · open |
| Apr_2022 | May_2022 | Jul_2022 | 0.55% | 3 mo |
| Dec_2021 | Dec_2021 | Jan_2022 | 0.29% | 1 mo |
| Oct_2021 | Oct_2021 | Nov_2021 | 0.16% | 1 mo |
| Feb_2021 | Feb_2021 | Apr_2021 | 0.01% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
26 mo
Longest loss streak
2 mo
Ann. volatility
25.79%
Downside deviation
41.95%