Know Your PMS · Monthly tearsheet
Electrum Customised Portfolio
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 May_202645 months filedBM: BenchmarkBM: BSE500TRI
CAGR
11.33%
Total return
49.54%
Max drawdown
-36.43%
Sharpe
0.54
Sortino
0.38
Calmar
0.31
Win months
60.00%
Best / worst month
18.9% / -26.1%
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 | -6.85% | 1.16% | -9.54% | 18.91% | -26.09% | – | – | – | – | – | – | – | -25.08% |
2025 | -12.97% | -14.32% | 5.59% | -2.53% | 9.17% | 4.85% | -2.26% | -3.77% | 0.63% | 3.64% | -0.18% | -1.34% | -15.14% |
2024 | 1.75% | 0.41% | -5.84% | 12.97% | -5.28% | 12.38% | 8.33% | 11.14% | 1.45% | 1.35% | 5.76% | 1.94% | 54.39% |
2023 | -2.80% | -0.18% | -0.95% | 7.00% | 5.79% | 7.79% | 3.74% | 11.94% | -1.34% | 3.63% | 8.26% | 0.88% | 52.05% |
2022 | – | – | – | – | – | – | – | – | -0.03% | 0.30% | 3.30% | -3.26% | 0.20% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | May_2026 | Ongoing | 36.43% | 17 mo · open |
| Dec_2022 | Mar_2023 | May_2023 | 7.03% | 5 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 5.84% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 5.28% | 1 mo |
| Sep_2023 | Sep_2023 | Oct_2023 | 1.34% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
26.83%
Downside deviation
29.47%