Strength
Return covers the worst drop
Calmar of 0.89 means annualised return more than clears the deepest peak-to-trough on this track.
Carnelian Capital Compounder Strategy Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Carnelian Asset Advisors Private Limited
Age: 30 months
Trailing return from filed months
- 1Y
- 26.58%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 17.84%
- Max DD
- -20.11%
- Calmar
- 0.89
- Track
- 30 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 63% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
50.74%
Annualised Return
17.84%
Hit Rate
60.00%
Maximum Drawdown
-20.11%
Annualised Volatility
14.75%
Sharpe Ratio
1.19
Sortino Ratio
1.44
Consistency Score
60.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 30.36%
- Worst Year Return P
- -5.80%
- Median Annual Return P
- 22.76%
- Average Monthly Return P
- 1.46%
- Geometric Mean Return P
- 1.38%
- Average Drawdown P
- -5.42%
- Median Drawdown P
- -4.34%
- Max Drawdown Duration P
- 17 mo
- Average Drawdown Duration P
- 10 mo
- Time to Recovery P
- 17 mo
- Return / Max Drawdown P
- 0.89
- Return / Avg Drawdown P
- 3.29
- Ulcer Index P
- 7.80%
- Positive Rolling Periods % P
- 36.67%
- Return Stability Score P
- 23.49
- Return Persistence P
- 0.35
- Worst Rolling 12M Return P
- -8.62%
- Best Rolling 12M Return P
- 30.37%
- Maximum Monthly Loss P
- -7.06%
- Worst 3-Month Period P
- -10.82%
- Worst 6-Month Period P
- -20.11%
- Return Smoothness Index P
- 20.36
- Pain Adjusted Return P
- 3.29%
- Worst Case Investor Entry P
- -8.62%
- Capital Preservation Score P
- 79.89%
- Aggressiveness Score P
- 4.26%
- Recovery Efficiency P
- 0.63
- Downside Volatility R
- 7.52%
- Upside Volatility R
- 8.03%
- Time in Drawdown % R
- 63.33%
- VaR 95% R
- -5.54%
- VaR 99% R
- -8.44%
- CVaR 95% R
- -6.43%
- CVaR 99% R
- -8.44%
- Semi Variance R
- 0.0005
- Volatility of Drawdowns R
- 5.71%
- CAGR per Unit Drawdown R
- 0.89
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -5.80%
- Return Skewness C
- -0.22
- Return Kurtosis C
- -0.78
- Coefficient of Variation C
- 2.91
- Calmar Ratio C
- 0.89
- Sterling Ratio C
- 0.89
- Burke Ratio C
- 0.88
Filings
Month-end SEBI filings. Missing months stay blank.
CARNELIAN CAPITAL COMPOUNDER STRATEGY performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CARNELIAN CAPITAL COMPOUNDER STRATEGY performed?
- CARNELIAN CAPITAL COMPOUNDER STRATEGY (Carnelian Asset Advisors Private Limited) shows CAGR 17.84% and max drawdown -20.11% 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 CARNELIAN CAPITAL COMPOUNDER STRATEGY CAGR / max drawdown?
- CAGR is 17.84%; max drawdown is -20.11%. We only publish CAGR when there are enough months (≥12 on this track of 30 months). Learn more
- Where do CARNELIAN CAPITAL COMPOUNDER STRATEGY 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 CARNELIAN CAPITAL COMPOUNDER STRATEGY?
- 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