Watch
Calendar year luck is real
Best year hit +58.2%. Worst calendar year was -8.4%. A +67% gap means the year you enter can dominate how the track feels.
Impress Portfolio - Nri Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Anand Rathi Advisors Limited
Age: 68 months
Trailing return from filed months
- 1Y
- 11.27%
- 3Y
- 17.67%
- 5Y
- 14.72%
- CAGR
- 20.95%
- Max DD
- -23.63%
- Calmar
- 0.89
- Track
- 68 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.
Rolling CAGR (3Y)
21.41%
Rolling CAGR (5Y)
17.12%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Return covers the worst drop
Calmar of 0.89 means annualised return more than clears the deepest peak-to-trough on this track.
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.
Strength
Most holding windows finished up
76% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
210.38%
Annualised Return
20.95%
Hit Rate
64.71%
Maximum Drawdown
-23.63%
Annualised Volatility
19.78%
Sharpe Ratio
1.13
Sortino Ratio
1.16
Consistency Score
65.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 58.23%
- Worst Year Return P
- -8.36%
- Median Annual Return P
- 26.24%
- Average Monthly Return P
- 1.86%
- Geometric Mean Return P
- 1.70%
- Average Drawdown P
- -4.16%
- Median Drawdown P
- -1.66%
- Max Drawdown Duration P
- 15 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 12 mo
- Return / Max Drawdown P
- 0.89
- Return / Avg Drawdown P
- 5.40
- Ulcer Index P
- 7.03%
- Positive Rolling Periods % P
- 76.12%
- Return Stability Score P
- 17.51
- Return Persistence P
- -0.01
- Worst Rolling 12M Return P
- -11.53%
- Best Rolling 12M Return P
- 52.27%
- Maximum Monthly Loss P
- -11.72%
- Worst 3-Month Period P
- -18.21%
- Worst 6-Month Period P
- -18.05%
- Return Smoothness Index P
- 12.26
- Pain Adjusted Return P
- 5.40%
- Worst Case Investor Entry P
- -11.53%
- Capital Preservation Score P
- 76.37%
- Aggressiveness Score P
- 5.71%
- Recovery Efficiency P
- 0.89
- Downside Volatility R
- 12.48%
- Upside Volatility R
- 14.26%
- Time in Drawdown % R
- 55.22%
- VaR 95% R
- -7.53%
- VaR 99% R
- -11.42%
- CVaR 95% R
- -10.20%
- CVaR 99% R
- -11.72%
- Semi Variance R
- 0.0013
- Volatility of Drawdowns R
- 5.74%
- CAGR per Unit Drawdown R
- 0.95
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -8.36%
- Return Skewness C
- 0.27
- Return Kurtosis C
- 1.72
- Coefficient of Variation C
- 3.07
- Calmar Ratio C
- 0.89
- Sterling Ratio C
- 0.95
- Burke Ratio C
- 0.57
Filings
Month-end SEBI filings. Missing months stay blank.
Impress Portfolio - NRI performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Impress Portfolio - NRI performed?
- Impress Portfolio - NRI (Anand Rathi Advisors Limited) shows CAGR 20.95% and max drawdown -23.63% 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 Impress Portfolio - NRI CAGR / max drawdown?
- CAGR is 20.95%; max drawdown is -23.63%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Impress Portfolio - NRI 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 Impress Portfolio - NRI?
- 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