Know Your PMS · Monthly tearsheet
Tailored Discretionary Portfolio - Balanced
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 Sep_202668 months filedBM: NSEMULTIASSETBM: NIFTYMULTIASSETBM: Benchmark
CAGR
8.52%
Total return
58.93%
Max drawdown
-7.85%
Sharpe
1.01
Sortino
0.90
Calmar
1.09
Win months
45.59%
Best / worst month
6.5% / -7.3%
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 | 4.23% | -0.61% | -7.28% | 4.56% | 0.73% | -0.66% | 1.11% | 1.74% | -3.37% | – | – | – | -0.10% |
2025 | 0.00% | 0.00% | -0.10% | 3.61% | 1.78% | 2.03% | -0.73% | 0.09% | 3.07% | 3.05% | 1.81% | 1.30% | 16.99% |
2024 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
2023 | -1.96% | -0.61% | 0.49% | 2.26% | 1.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.04% |
2022 | -0.47% | -2.28% | 5.53% | -0.49% | -3.22% | -2.97% | 5.06% | 3.43% | -3.16% | 4.42% | 3.36% | -3.14% | 5.51% |
2021 | – | 6.50% | 0.52% | 0.23% | 5.15% | 1.53% | 1.10% | 5.38% | 3.60% | 0.40% | -2.04% | 1.57% | 26.30% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 7.85% | 8 mo · open |
| Apr_2022 | Jun_2022 | Aug_2022 | 6.55% | 4 mo |
| Dec_2022 | Feb_2023 | Apr_2025 | 5.62% | 28 mo |
| Nov_2021 | Feb_2022 | Mar_2022 | 3.23% | 4 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 3.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
3 mo
Ann. volatility
8.37%
Downside deviation
9.44%