Watch
A lot of bounce, little payoff
Vol ran at +22.6% annualised while Sharpe stayed at 0.26. You sat through noise that barely showed up in the result.
Multicap PMS Series/1/2025 Performance
MULTI ASSETBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
ATLAS INTEGRATED FINANCE Limited
Age: 14 months
Trailing return from filed months
- 1Y
- -1.31%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 0.85%
- Max DD
- -11.33%
- Calmar
- 0.08
- Track
- 14 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
Shallow peak-to-trough
Worst drop was -11.3%. Typical drawdowns ran nearer -2.4%. Milder than most equity PMS paths on file.
Watch
Wins cluster in fewer months
Hit rate is only +42.9%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 67% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
2.77%
Annualised Return
0.85%
Hit Rate
42.86%
Maximum Drawdown
-11.33%
Annualised Volatility
22.62%
Sharpe Ratio
0.26
Sortino Ratio
0.05
Consistency Score
44.4%
PPerformance(27)RRisk(12)CConsistency(9)
- Average Monthly Return P
- 0.49%
- Geometric Mean Return P
- 0.30%
- Average Drawdown P
- -2.37%
- Median Drawdown P
- -1.25%
- Max Drawdown Duration P
- 3 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 3 mo
- Return / Max Drawdown P
- 0.08
- Return / Avg Drawdown P
- 0.24
- Ulcer Index P
- 3.80%
- Positive Rolling Periods % P
- 66.67%
- Return Stability Score P
- 15.31
- Return Persistence P
- -0.41
- Worst Rolling 12M Return P
- -1.31%
- Best Rolling 12M Return P
- 7.56%
- Maximum Monthly Loss P
- -9.58%
- Worst 3-Month Period P
- -11.33%
- Worst 6-Month Period P
- -1.23%
- Return Smoothness Index P
- 8.56
- Worst Case Investor Entry P
- -1.31%
- Capital Preservation Score P
- 88.67%
- Aggressiveness Score P
- 6.53%
- Recovery Efficiency P
- 0.08
- Downside Volatility R
- 13.08%
- Upside Volatility R
- 21.49%
- Time in Drawdown % R
- 66.67%
- VaR 95% R
- -10.25%
- VaR 99% R
- -14.70%
- CVaR 95% R
- -10.25%
- CVaR 99% R
- -14.70%
- Semi Variance R
- 0.0014
- Volatility of Drawdowns R
- 3.64%
- CAGR per Unit Drawdown R
- 0.08
- Equity Curve Convexity R
- -0.01
- Return Skewness C
- 0.94
- Return Kurtosis C
- 2.68
- Coefficient of Variation C
- 13.39
- Calmar Ratio C
- 0.08
- Sterling Ratio C
- 0.24
- Burke Ratio C
- 0.06
Filings
Month-end SEBI filings. Missing months stay blank.
Multicap PMS Series/1/2025 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Multicap PMS Series/1/2025 performed?
- Multicap PMS Series/1/2025 (ATLAS INTEGRATED FINANCE Limited) shows CAGR 0.85% and max drawdown -11.33% 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 Multicap PMS Series/1/2025 CAGR / max drawdown?
- CAGR is 0.85%; max drawdown is -11.33%. We only publish CAGR when there are enough months (≥12 on this track of 14 months). Learn more
- Where do Multicap PMS Series/1/2025 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 Multicap PMS Series/1/2025?
- 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