Watch
Calendar year luck is real
Best year hit +41.9%. Worst calendar year was -12.2%. A +54% gap means the year you enter can dominate how the track feels.
Premium Mixed-Aggressive Performance
Dormant · no recent filingsHYBRIDCrisilhybmod
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Credit Suisse Securities India Private Limited
Age: 61 months
Trailing return from filed months
- 1Y
- 2.41%
- 3Y
- 4.90%
- 5Y
- 7.69%
- CAGR
- 9.36%
- Max DD
- -22.22%
- Calmar
- 0.42
- Track
- 61 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.
Rolling CAGR (3Y)
8.43%
Rolling CAGR (5Y)
8.61%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Watch
Ugly trailing 12-month prints
Worst rolling year hit -20.3%. The best rolling year was +43.8%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Often below a prior high
Roughly 64% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
57.57%
Annualised Return
9.36%
Hit Rate
52.46%
Maximum Drawdown
-22.22%
Annualised Volatility
11.97%
Sharpe Ratio
0.81
Sortino Ratio
0.85
Consistency Score
52.5%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 41.94%
- Worst Year Return P
- -12.25%
- Median Annual Return P
- 4.77%
- Average Monthly Return P
- 0.81%
- Geometric Mean Return P
- 0.75%
- Average Drawdown P
- -6.79%
- Median Drawdown P
- -4.47%
- Max Drawdown Duration P
- 19 mo
- Average Drawdown Duration P
- 8 mo
- Return / Max Drawdown P
- 0.42
- Return / Avg Drawdown P
- 1.38
- Ulcer Index P
- 10.12%
- Positive Rolling Periods % P
- 50.82%
- Return Stability Score P
- 28.93
- Return Persistence P
- 0.18
- Worst Rolling 12M Return P
- -20.35%
- Best Rolling 12M Return P
- 43.79%
- Maximum Monthly Loss P
- -8.96%
- Worst 3-Month Period P
- -15.02%
- Worst 6-Month Period P
- -21.20%
- Return Smoothness Index P
- 22.92
- Pain Adjusted Return P
- 1.38%
- Worst Case Investor Entry P
- -20.35%
- Capital Preservation Score P
- 77.78%
- Aggressiveness Score P
- 3.46%
- Recovery Efficiency P
- 0.30
- Downside Volatility R
- 8.86%
- Upside Volatility R
- 9.29%
- Time in Drawdown % R
- 63.93%
- VaR 95% R
- -4.88%
- VaR 99% R
- -7.23%
- CVaR 95% R
- -7.94%
- CVaR 99% R
- -8.31%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 7.56%
- CAGR per Unit Drawdown R
- 0.42
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -12.25%
- Return Skewness C
- 0.04
- Return Kurtosis C
- 1.70
- Coefficient of Variation C
- 4.29
- Calmar Ratio C
- 0.42
- Sterling Ratio C
- 0.42
- Burke Ratio C
- 0.38
Filings
Month-end SEBI filings. Missing months stay blank.
Premium Mixed-Aggressive performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Premium Mixed-Aggressive performed?
- Premium Mixed-Aggressive (Credit Suisse Securities India Private Limited) shows CAGR 9.36% and max drawdown -22.22% 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 Premium Mixed-Aggressive CAGR / max drawdown?
- CAGR is 9.36%; max drawdown is -22.22%. We only publish CAGR when there are enough months (≥12 on this track of 61 months). Learn more
- Where do Premium Mixed-Aggressive 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 Premium Mixed-Aggressive?
- 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