Approach 1 Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
CAPSTOCKS AND SECURITIES (INDIA) PRIVATE
Age: 1 months · Sparse · 1 mo
Sparse track record- CAGR
- Needs 12 months
- Max DD
- Needs 3 months
- Calmar
- Needs 12 months
- Track
- 1 month
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.
Total Return
Needs 3 months
Annualised Return
Needs 12 months
Hit Rate
Needs 3 months
Maximum Drawdown
Needs 3 months
Annualised Volatility
Needs 3 months
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Calmar Ratio
Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
Approach 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Approach 1 performed?
- Approach 1 (CAPSTOCKS AND SECURITIES (INDIA) PRIVATE) shows CAGR Needs 12 months and max drawdown Needs 3 months 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 Approach 1 CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is Needs 3 months. We only publish CAGR when there are enough months (≥12 on this track of 1 months). Learn more
- Where do Approach 1 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 Approach 1?
- 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