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Often below a prior high
Roughly 66% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Tailored Discretionary Portfolio - Aggressive Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Sanctum Wealth Private Limited
Age: 68 months
Trailing return from filed months
- 1Y
- -0.42%
- 3Y
- 15.82%
- 5Y
- 11.02%
- CAGR
- 14.69%
- Max DD
- -20.62%
- Calmar
- 0.71
- Track
- 68 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
20.53%
Rolling CAGR (5Y)
13.87%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
129.92%
Annualised Return
14.69%
Hit Rate
63.24%
Maximum Drawdown
-20.62%
Annualised Volatility
17.72%
Sharpe Ratio
0.93
Sortino Ratio
0.91
Consistency Score
64.2%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 36.59%
- Worst Year Return P
- -2.17%
- Median Annual Return P
- 14.74%
- Average Monthly Return P
- 1.38%
- Geometric Mean Return P
- 1.25%
- Average Drawdown P
- -4.50%
- Median Drawdown P
- -3.90%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 6 mo
- Return / Max Drawdown P
- 0.71
- Return / Avg Drawdown P
- 3.57
- Ulcer Index P
- 6.73%
- Positive Rolling Periods % P
- 67.16%
- Return Stability Score P
- 19.55
- Return Persistence P
- -0.01
- Worst Rolling 12M Return P
- -8.74%
- Best Rolling 12M Return P
- 70.98%
- Maximum Monthly Loss P
- -11.29%
- Worst 3-Month Period P
- -17.77%
- Worst 6-Month Period P
- -18.55%
- Return Smoothness Index P
- 13.75
- Pain Adjusted Return P
- 3.57%
- Worst Case Investor Entry P
- -8.74%
- Capital Preservation Score P
- 79.38%
- Aggressiveness Score P
- 5.12%
- Recovery Efficiency P
- 0.36
- Downside Volatility R
- 10.48%
- Upside Volatility R
- 13.24%
- Time in Drawdown % R
- 65.67%
- VaR 95% R
- -7.04%
- VaR 99% R
- -10.52%
- CVaR 95% R
- -10.95%
- CVaR 99% R
- -10.95%
- Semi Variance R
- 0.0009
- Volatility of Drawdowns R
- 4.99%
- CAGR per Unit Drawdown R
- 0.78
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -2.17%
- Return Skewness C
- 0.38
- Return Kurtosis C
- 1.55
- Coefficient of Variation C
- 3.72
- Calmar Ratio C
- 0.71
- Sterling Ratio C
- 0.78
- Burke Ratio C
- 0.51
Filings
Month-end SEBI filings. Missing months stay blank.
Tailored Discretionary Portfolio - Aggressive performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Tailored Discretionary Portfolio - Aggressive performed?
- Tailored Discretionary Portfolio - Aggressive (Sanctum Wealth Private Limited) shows CAGR 14.69% and max drawdown -20.62% 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 Tailored Discretionary Portfolio - Aggressive CAGR / max drawdown?
- CAGR is 14.69%; max drawdown is -20.62%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Tailored Discretionary Portfolio - Aggressive 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 Tailored Discretionary Portfolio - Aggressive?
- 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