Watch
Often below a prior high
Roughly 61% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Long - term capital growth Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Deutsche Investments India Private Limited
Age: 59 months
Trailing return from filed months
- 1Y
- 4.92%
- 3Y
- 12.28%
- 5Y
- Needs 60 months
- CAGR
- 9.57%
- Max DD
- -14.89%
- Calmar
- 0.64
- Track
- 59 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)
15.04%
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
Total Return
56.74%
Annualised Return
9.57%
Hit Rate
62.71%
Maximum Drawdown
-14.89%
Annualised Volatility
13.74%
Sharpe Ratio
0.74
Sortino Ratio
0.66
Consistency Score
62.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 24.16%
- Worst Year Return P
- -4.74%
- Median Annual Return P
- 5.68%
- Average Monthly Return P
- 0.84%
- Geometric Mean Return P
- 0.76%
- Average Drawdown P
- -3.10%
- Median Drawdown P
- -1.47%
- Max Drawdown Duration P
- 9 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 8 mo
- Return / Max Drawdown P
- 0.64
- Return / Avg Drawdown P
- 3.08
- Ulcer Index P
- 4.80%
- Positive Rolling Periods % P
- 72.88%
- Return Stability Score P
- 25.22
- Return Persistence P
- -0.01
- Worst Rolling 12M Return P
- -3.87%
- Best Rolling 12M Return P
- 36.91%
- Maximum Monthly Loss P
- -11.28%
- Worst 3-Month Period P
- -13.65%
- Worst 6-Month Period P
- -13.99%
- Return Smoothness Index P
- 17.62
- Pain Adjusted Return P
- 3.08%
- Worst Case Investor Entry P
- -3.87%
- Capital Preservation Score P
- 85.11%
- Aggressiveness Score P
- 3.97%
- Recovery Efficiency P
- 0.64
- Downside Volatility R
- 9.20%
- Upside Volatility R
- 7.34%
- Time in Drawdown % R
- 61.02%
- VaR 95% R
- -5.68%
- VaR 99% R
- -8.38%
- CVaR 95% R
- -10.05%
- CVaR 99% R
- -10.05%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 3.69%
- CAGR per Unit Drawdown R
- 0.64
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -4.74%
- Return Skewness C
- -0.58
- Return Kurtosis C
- 0.59
- Coefficient of Variation C
- 4.71
- Calmar Ratio C
- 0.64
- Sterling Ratio C
- 0.64
- Burke Ratio C
- 0.38
Filings
Month-end SEBI filings. Missing months stay blank.
Long-term capital growth performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Long-term capital growth performed?
- Long-term capital growth (Deutsche Investments India Private Limited) shows CAGR 9.57% and max drawdown -14.89% 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 Long-term capital growth CAGR / max drawdown?
- CAGR is 9.57%; max drawdown is -14.89%. We only publish CAGR when there are enough months (≥12 on this track of 59 months). Learn more
- Where do Long-term capital growth 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 Long-term capital growth?
- 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