Watch
Often below a prior high
Roughly 55% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
DPMS Ultima Select Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
LGT WEALTH INDIA PRIVATE LIMITED
Age: 29 months
Trailing return from filed months
- 1Y
- -2.97%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 6.23%
- Max DD
- -13.52%
- Calmar
- 0.46
- Track
- 29 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
Most holding windows finished up
83% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
15.74%
Annualised Return
6.23%
Hit Rate
62.07%
Maximum Drawdown
-13.52%
Annualised Volatility
12.26%
Sharpe Ratio
0.51
Sortino Ratio
0.42
Consistency Score
62.1%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 11.14%
- Worst Year Return P
- 9.45%
- Median Annual Return P
- 10.29%
- Average Monthly Return P
- 0.57%
- Geometric Mean Return P
- 0.51%
- Average Drawdown P
- -5.26%
- Median Drawdown P
- -4.42%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 8 mo
- Return / Max Drawdown P
- 0.46
- Return / Avg Drawdown P
- 1.18
- Ulcer Index P
- 4.80%
- Positive Rolling Periods % P
- 83.33%
- Worst Rolling 12M Return P
- -2.97%
- Best Rolling 12M Return P
- 22.77%
- Worst Case Investor Entry P
- -2.97%
- Maximum Monthly Loss P
- -11.22%
- Worst 3-Month Period P
- -13.46%
- Worst 6-Month Period P
- -11.01%
- Return Stability Score P
- 28.27
- Aggressiveness Score P
- 3.54%
- Return Smoothness Index P
- 23.95
- Capital Preservation Score P
- 44.83%
- Return Persistence P
- 0.14
- Recovery Efficiency P
- 0.46
- CAGR per Unit Drawdown R
- 0.46
- Downside Volatility R
- 14.99%
- Upside Volatility R
- 5.31%
- Time in Drawdown % R
- 55.17%
- VaR 95% R
- -5.68%
- CVaR 95% R
- -8.45%
- VaR 99% R
- -11.22%
- CVaR 99% R
- -11.22%
- Semi Variance R
- 0.0019
- Volatility of Drawdowns R
- 3.75%
- Equity Curve Convexity R
- -0.01
- Calmar Ratio C
- 0.46
- Sterling Ratio C
- 1.18
- Coefficient of Variation C
- 6.21
- Return Skewness C
- -1.35
- Return Kurtosis C
- 5.33
- Burke Ratio C
- 0.33
Filings
Month-end SEBI filings. Missing months stay blank.
DPMS Ultima Select performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has DPMS Ultima Select performed?
- DPMS Ultima Select (LGT WEALTH INDIA PRIVATE LIMITED) shows CAGR 6.23% and max drawdown -13.52% 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 DPMS Ultima Select CAGR / max drawdown?
- CAGR is 6.23%; max drawdown is -13.52%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do DPMS Ultima Select 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 DPMS Ultima Select?
- 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