Know Your PMS · Monthly tearsheet

Customised Portfolio Approach 11

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_20246 months filed
Strategy page
CAGR
Needs 12 months
Total return
-22.13%
Max drawdown
-42.22%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
17.0% / -33.8%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2024
–––0.00%15.19%17.00%-9.14%-4.00%-33.76%–––-22.13%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jul_2024Sep_2024Ongoing42.22%3 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
58.70%
Downside deviation
70.41%