Know Your PMS · Monthly tearsheet
IIFL Select Custom 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 Dec_20254 months filedBM: BenchmarkBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
2.14%
Max drawdown
-2.53%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
4.6% / -2.5%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | – | – | – | – | – | – | – | – | 0.00% | 4.60% | 0.18% | -2.53% | 2.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Dec_2025 | Ongoing | 2.53% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
8.89%
Downside deviation
8.76%