Strength
Shallow peak-to-trough
Worst drop was -5.7%. Typical drawdowns ran nearer -0.6%. Milder than most equity PMS paths on file.
DVIA Bespoke All-Weather Portfolio Performance
MULTI ASSETNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
DV INVESTMENT ADVISORS LLP
Age: 9 months · Sparse · 9 mo
Sparse track recordNeeds 12 months
CAGR
-5.72
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
77.78
Win Ratio
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- Needs 12 months
- Max DD
- -5.72%
- Calmar
- Needs 12 months
- Track
- 9 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Strength
Green months were normal
+77.8% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 78%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
9.49%
Annualised Return
Needs 12 months
Hit Rate
77.78%
Maximum Drawdown
-5.72%
Annualised Volatility
12.25%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
77.8%
Calmar Ratio
Needs 12 months
PPerformance(25)RRisk(12)CConsistency(8)
- Best Year Return P
- Needs 12 months
- Worst Year Return P
- Needs 12 months
- Median Annual Return P
- Needs 12 months
- Average Monthly Return P
- 1.07%
- Geometric Mean Return P
- 1.01%
- Average Drawdown P
- -0.64%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 1 mo
- Average Drawdown Duration P
- 1 mo
- Time to Recovery P
- 1 mo
- Ulcer Index P
- 1.91%
- Return Stability Score P
- 28.27
- Return Persistence P
- -0.47
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- -5.72%
- Worst 3-Month Period P
- -4.15%
- Worst 6-Month Period P
- 4.72%
- Return Smoothness Index P
- 15.54
- Capital Preservation Score P
- 94.28%
- Aggressiveness Score P
- 3.54%
- Downside Volatility R
- 13.52%
- Upside Volatility R
- 9.29%
- Time in Drawdown % R
- 11.11%
- VaR 95% R
- -4.75%
- VaR 99% R
- -7.16%
- CVaR 95% R
- -5.72%
- CVaR 99% R
- -7.16%
- Semi Variance R
- 0.0015
- Volatility of Drawdowns R
- 1.91%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.17
- Return Kurtosis C
- 3.45
- Coefficient of Variation C
- 3.31
- Sharpe Stability C
- Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
DVIA Bespoke All-Weather Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has DVIA Bespoke All-Weather Portfolio performed?
- DVIA Bespoke All-Weather Portfolio (DV INVESTMENT ADVISORS LLP) shows CAGR Needs 12 months and max drawdown -5.72% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is DVIA Bespoke All-Weather Portfolio CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is -5.72%. We only publish CAGR when there are enough months (≥12 on this track of 9 months). Learn more
- Where do DVIA Bespoke All-Weather Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite DVIA Bespoke All-Weather Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more