Know Your PMS · Monthly tearsheet
Customised Portfolio Approach 15
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_202613 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
36.93%
Total return
40.56%
Max drawdown
-21.18%
Sharpe
0.95
Sortino
1.22
Calmar
1.74
Win months
53.85%
Best / worst month
26.9% / -12.6%
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 | 26.93% | -7.05% | -11.86% | 3.88% | 7.34% | -12.63% | -1.25% | 8.29% | -5.33% | – | – | – | 2.56% |
2025 | – | – | – | – | – | – | – | – | 0.00% | 4.22% | 7.33% | 22.52% | 37.05% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Jul_2026 | Ongoing | 21.18% | 8 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
39.42%
Downside deviation
30.19%