Know Your PMS · Monthly tearsheet
Customised Portfolio Approach 13
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: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
10.23%
Total return
73.63%
Max drawdown
-20.52%
Sharpe
0.61
Sortino
0.45
Calmar
0.50
Win months
64.71%
Best / worst month
22.9% / -13.9%
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 | 22.88% | -7.68% | -13.91% | 10.83% | 7.10% | -12.82% | -2.97% | 7.96% | -6.14% | – | – | – | -0.63% |
2025 | 0.28% | 0.43% | 0.30% | -0.19% | 0.61% | 0.00% | -4.34% | 1.17% | 13.72% | 4.07% | 5.35% | 22.11% | 49.46% |
2024 | 0.61% | 0.48% | 0.27% | 0.09% | 0.71% | 0.28% | 0.70% | 0.04% | 1.18% | -0.22% | 0.08% | 0.28% | 4.59% |
2023 | 3.44% | 0.39% | -0.16% | 0.45% | 0.43% | 0.55% | 1.27% | 0.15% | 0.36% | 0.59% | 0.41% | 1.42% | 9.65% |
2022 | 0.00% | 0.00% | 0.00% | 0.00% | -0.03% | -0.01% | 0.00% | 0.16% | 0.00% | 0.47% | 0.46% | 0.47% | 1.53% |
2021 | – | 0.00% | 0.01% | 0.01% | 0.01% | 0.01% | 0.00% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 20.52% | 8 mo · open |
| Jul_2025 | Jul_2025 | Sep_2025 | 4.34% | 2 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 0.22% | 2 mo |
| Apr_2025 | Apr_2025 | May_2025 | 0.19% | 1 mo |
| Mar_2023 | Mar_2023 | Apr_2023 | 0.16% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
18 mo
Longest loss streak
2 mo
Ann. volatility
18.41%
Downside deviation
22.94%