Strength
Shallow peak-to-trough
Worst drop was -10.9%. Typical drawdowns ran nearer -3.4%. Milder than most equity PMS paths on file.
Cnx100 Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Aditya Birla Money Limited
Age: 20 months
Trailing return from filed months
- 1Y
- -2.67%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 4.24%
- Max DD
- -10.92%
- Calmar
- 0.39
- Track
- 20 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
Watch
Often below a prior high
Roughly 70% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
7.16%
Annualised Return
4.24%
Hit Rate
50.00%
Maximum Drawdown
-10.92%
Annualised Volatility
14.64%
Sharpe Ratio
0.35
Sortino Ratio
0.37
Consistency Score
50.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 9.85%
- Worst Year Return P
- -5.87%
- Median Annual Return P
- 3.63%
- Average Monthly Return P
- 0.43%
- Geometric Mean Return P
- 0.35%
- Average Drawdown P
- -3.40%
- Median Drawdown P
- -2.53%
- Max Drawdown Duration P
- 9 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 9 mo
- Return / Max Drawdown P
- 0.39
- Return / Avg Drawdown P
- 1.24
- Ulcer Index P
- 4.82%
- Positive Rolling Periods % P
- 35.00%
- Return Stability Score P
- 23.66
- Return Persistence P
- 0.03
- Worst Rolling 12M Return P
- -2.67%
- Best Rolling 12M Return P
- 9.55%
- Maximum Monthly Loss P
- -5.00%
- Worst 3-Month Period P
- -9.80%
- Worst 6-Month Period P
- -9.60%
- Return Smoothness Index P
- 17.39
- Pain Adjusted Return P
- 1.24%
- Worst Case Investor Entry P
- -2.67%
- Capital Preservation Score P
- 89.08%
- Aggressiveness Score P
- 4.23%
- Recovery Efficiency P
- 0.39
- Downside Volatility R
- 4.66%
- Upside Volatility R
- 10.20%
- Time in Drawdown % R
- 70.00%
- VaR 95% R
- -6.52%
- VaR 99% R
- -9.40%
- CVaR 95% R
- -6.52%
- CVaR 99% R
- -9.40%
- Semi Variance R
- 0.0002
- Volatility of Drawdowns R
- 3.51%
- CAGR per Unit Drawdown R
- 0.39
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -5.87%
- Return Skewness C
- 0.62
- Return Kurtosis C
- -0.55
- Coefficient of Variation C
- 9.84
- Calmar Ratio C
- 0.39
- Sterling Ratio C
- 0.39
- Burke Ratio C
- 0.28
Filings
Month-end SEBI filings. Missing months stay blank.
CNX100 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CNX100 performed?
- CNX100 (Aditya Birla Money Limited) shows CAGR 4.24% and max drawdown -10.92% 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 CNX100 CAGR / max drawdown?
- CAGR is 4.24%; max drawdown is -10.92%. We only publish CAGR when there are enough months (≥12 on this track of 20 months). Learn more
- Where do CNX100 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 CNX100?
- 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