Know Your PMS · Monthly tearsheet
UNICORN CUSTOM PORTFOLIO
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_202624 months filedBM: NIFTYMULTIASSET50-40-10BM: NIFTYMULTIASSETBM: BenchmarkBM: NSE Multi Asset Index 2
CAGR
-8.46%
Total return
-16.20%
Max drawdown
-22.07%
Sharpe
-0.28
Sortino
-0.41
Calmar
-0.38
Win months
37.50%
Best / worst month
17.7% / -13.1%
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 | 0.55% | 10.61% | 1.52% | 6.02% | -1.34% | 1.37% | -6.38% | -4.21% | -0.87% | – | – | – | 6.43% |
2025 | 4.44% | -5.20% | 5.38% | 1.19% | 17.68% | -11.03% | -1.29% | -2.61% | -1.94% | -3.33% | -0.63% | -0.06% | 0.04% |
2024 | – | – | – | – | – | – | – | – | – | 0.00% | -9.44% | -13.09% | -21.29% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2024 | Feb_2025 | Ongoing | 22.07% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
7 mo
Ann. volatility
22.40%
Downside deviation
20.57%