Watch
Often below a prior high
Roughly 66% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Lighthouse 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
- -9.52%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 2.60%
- Max DD
- -21.85%
- Calmar
- 0.12
- 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
Total Return
6.39%
Annualised Return
2.60%
Hit Rate
62.07%
Maximum Drawdown
-21.85%
Annualised Volatility
14.15%
Sharpe Ratio
0.18
Sortino Ratio
0.15
Consistency Score
62.1%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 12.87%
- Worst Year Return P
- 1.09%
- Median Annual Return P
- 6.98%
- Average Monthly Return P
- 0.30%
- Geometric Mean Return P
- 0.21%
- Average Drawdown P
- -10.61%
- Median Drawdown P
- -10.86%
- Max Drawdown Duration P
- 18 mo
- Average Drawdown Duration P
- 10 mo
- Return / Max Drawdown P
- 0.12
- Return / Avg Drawdown P
- 0.24
- Ulcer Index P
- 9.30%
- Positive Rolling Periods % P
- 50.00%
- Worst Rolling 12M Return P
- -12.17%
- Best Rolling 12M Return P
- 26.83%
- Worst Case Investor Entry P
- -12.17%
- Maximum Monthly Loss P
- -12.05%
- Worst 3-Month Period P
- -15.02%
- Worst 6-Month Period P
- -17.86%
- Return Stability Score P
- 24.48
- Aggressiveness Score P
- 4.08%
- Return Smoothness Index P
- 20.56
- Capital Preservation Score P
- 34.48%
- Return Persistence P
- 0.17
- Recovery Efficiency P
- 0.08
- CAGR per Unit Drawdown R
- 0.12
- Downside Volatility R
- 17.91%
- Upside Volatility R
- 5.97%
- Time in Drawdown % R
- 65.52%
- VaR 95% R
- -8.11%
- CVaR 95% R
- -10.08%
- VaR 99% R
- -12.05%
- CVaR 99% R
- -12.05%
- Semi Variance R
- 0.0027
- Volatility of Drawdowns R
- 4.43%
- Equity Curve Convexity R
- -0.01
- Calmar Ratio C
- 0.12
- Sterling Ratio C
- 0.24
- Coefficient of Variation C
- 13.61
- Return Skewness C
- -1.15
- Return Kurtosis C
- 4.28
- Burke Ratio C
- 0.12
Filings
Month-end SEBI filings. Missing months stay blank.
Lighthouse performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Lighthouse performed?
- Lighthouse (LGT WEALTH INDIA PRIVATE LIMITED) shows CAGR 2.60% and max drawdown -21.85% 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 Lighthouse CAGR / max drawdown?
- CAGR is 2.60%; max drawdown is -21.85%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do Lighthouse 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 Lighthouse?
- 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