Strength
Paid well for the ride
Sharpe of 2.28 means return more than paid for the volatility on this sample.
Complete Circle PMS Multi Asset Performance
EQUITYNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
COMPLETE CIRCLEWEALTH SOLUTIONS LLP
Age: 5 months · Sparse · 5 mo
Sparse track recordNeeds 12 months
CAGR
0.00
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
40.00
Win Ratio
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- Needs 12 months
- Max DD
- 0.00%
- Calmar
- Needs 12 months
- Track
- 5 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 0.0%. Typical drawdowns ran nearer 0.0%. Milder than most equity PMS paths on file.
Watch
Wins cluster in fewer months
Hit rate is only +40.0%. Gains arrive in bunches, so long red stretches are part of how this track works.
Total Return
1.79%
Annualised Return
Needs 12 months
Hit Rate
40.00%
Maximum Drawdown
0.00%
Annualised Volatility
1.87%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
40.0%
Calmar Ratio
Needs 12 months
PPerformance(22)RRisk(11)CConsistency(8)
- Best Year Return P
- Needs 12 months
- Worst Year Return P
- Needs 12 months
- Median Annual Return P
- Needs 12 months
- Average Monthly Return P
- 0.36%
- Geometric Mean Return P
- 0.35%
- Average Drawdown P
- 0.00%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 0 mo
- Ulcer Index P
- 0.00%
- Return Stability Score P
- 185.03
- Return Persistence P
- -0.11
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- 0.00%
- Worst 3-Month Period P
- 0.56%
- Return Smoothness Index P
- 115.79
- Capital Preservation Score P
- 100.00%
- Aggressiveness Score P
- 0.54%
- Downside Volatility R
- 0.00%
- Upside Volatility R
- 1.62%
- Time in Drawdown % R
- 0.00%
- VaR 95% R
- -0.53%
- VaR 99% R
- -0.90%
- CVaR 95% R
- -0.53%
- CVaR 99% R
- -0.90%
- Volatility of Drawdowns R
- 0.00%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 1.37
- Return Kurtosis C
- 0.90
- Coefficient of Variation C
- 1.52
- Sharpe Stability C
- Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
Complete Circle PMS Multi Asset performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Complete Circle PMS Multi Asset performed?
- Complete Circle PMS Multi Asset (COMPLETE CIRCLEWEALTH SOLUTIONS LLP) shows CAGR Needs 12 months and max drawdown 0.00% 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 Complete Circle PMS Multi Asset CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is 0.00%. We only publish CAGR when there are enough months (≥12 on this track of 5 months). Learn more
- Where do Complete Circle PMS Multi Asset 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 Complete Circle PMS Multi Asset?
- 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