Know Your PMS · Monthly tearsheet
Customised Portfolio Approach 2
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_202662 months filedBM: CRISILCOMPOSITEBONDBM: CRISIL Composite Bond
CAGR
8.38%
Total return
51.55%
Max drawdown
-3.83%
Sharpe
1.81
Sortino
1.58
Calmar
2.19
Win months
77.42%
Best / worst month
6.7% / -3.4%
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 | 6.66% | -0.50% | -3.35% | 1.41% | 1.46% | -2.48% | 0.80% | 2.68% | -1.75% | – | – | – | 4.66% |
2025 | 1.73% | 0.57% | 1.61% | 1.98% | 0.77% | 0.39% | 0.87% | 1.11% | 3.43% | 1.56% | 1.62% | 1.89% | 18.97% |
2024 | 0.48% | 0.41% | 1.32% | 1.06% | 0.63% | 0.57% | 0.14% | 0.95% | 1.68% | 0.66% | -0.58% | 0.12% | 7.68% |
2023 | 0.63% | 0.00% | 0.85% | 0.87% | 0.55% | – | 0.66% | 0.23% | 0.18% | 0.91% | 0.89% | 1.19% | 7.18% |
2022 | 0.00% | 0.00% | 0.02% | 0.00% | -0.02% | -0.01% | 0.01% | 1.44% | -0.02% | 1.43% | 1.34% | -0.17% | 4.07% |
2021 | – | – | – | – | – | – | 0.01% | 1.30% | 0.01% | 0.01% | 0.00% | 0.01% | 1.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 3.83% | 8 mo · open |
| Nov_2024 | Nov_2024 | Jan_2025 | 0.58% | 2 mo |
| Dec_2022 | Dec_2022 | Jan_2023 | 0.17% | 1 mo |
| May_2022 | Jun_2022 | Aug_2022 | 0.03% | 3 mo |
| Sep_2022 | Sep_2022 | Oct_2022 | 0.02% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
19 mo
Longest loss streak
2 mo
Ann. volatility
4.47%
Downside deviation
5.30%