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Often below a prior high
Roughly 75% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Pms-1 Q8 Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Chona Financial Services Limited
Age: 17 months
Trailing return from filed months
- 1Y
- -1.80%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 4.73%
- Max DD
- -12.21%
- Calmar
- 0.39
- Track
- 17 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
Total Return
12.29%
Annualised Return
4.73%
Hit Rate
58.82%
Maximum Drawdown
-12.21%
Annualised Volatility
16.54%
Sharpe Ratio
0.61
Sortino Ratio
0.27
Consistency Score
62.5%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 10.45%
- Worst Year Return P
- 1.67%
- Median Annual Return P
- 6.06%
- Average Monthly Return P
- 0.84%
- Geometric Mean Return P
- 0.73%
- Average Drawdown P
- -1.81%
- Median Drawdown P
- -1.05%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 4 mo
- Return / Max Drawdown P
- 0.39
- Return / Avg Drawdown P
- 5.02
- Ulcer Index P
- 3.53%
- Positive Rolling Periods % P
- 31.25%
- Return Stability Score P
- 20.95
- Return Persistence P
- -0.45
- Worst Rolling 12M Return P
- 0.89%
- Best Rolling 12M Return P
- 9.82%
- Maximum Monthly Loss P
- -12.21%
- Worst 3-Month Period P
- -10.54%
- Worst 6-Month Period P
- -9.13%
- Return Smoothness Index P
- 12.24
- Pain Adjusted Return P
- 5.02%
- Worst Case Investor Entry P
- 0.89%
- Capital Preservation Score P
- 87.79%
- Aggressiveness Score P
- 4.77%
- Recovery Efficiency P
- 0.39
- Downside Volatility R
- 15.95%
- Upside Volatility R
- 11.79%
- Time in Drawdown % R
- 75.00%
- VaR 95% R
- -7.02%
- VaR 99% R
- -10.27%
- CVaR 95% R
- -12.21%
- CVaR 99% R
- -12.21%
- Semi Variance R
- 0.0021
- Volatility of Drawdowns R
- 2.97%
- CAGR per Unit Drawdown R
- 0.74
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.67%
- Return Skewness C
- -0.65
- Return Kurtosis C
- 4.29
- Coefficient of Variation C
- 5.71
- Calmar Ratio C
- 0.39
- Sterling Ratio C
- 0.74
- Burke Ratio C
- 0.37
Filings
Month-end SEBI filings. Missing months stay blank.
PMS-1 Q8 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has PMS-1 Q8 performed?
- PMS-1 Q8 (Chona Financial Services Limited) shows CAGR 4.73% and max drawdown -12.21% 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 PMS-1 Q8 CAGR / max drawdown?
- CAGR is 4.73%; max drawdown is -12.21%. We only publish CAGR when there are enough months (≥12 on this track of 17 months). Learn more
- Where do PMS-1 Q8 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 PMS-1 Q8?
- 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