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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | – | – | – | 0.00% | 15.19% | 17.00% | -9.14% | -4.00% | -33.76% | – | – | – | -22.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2024 | Sep_2024 | Ongoing | 42.22% | 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%