Watch
Often below a prior high
Roughly 65% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Dezerv. Capital Reserve Strategy-Equity Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Dezerv Investments Private Limited
Age: 23 months
Trailing return from filed months
- 1Y
- 7.97%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 5.80%
- Max DD
- -12.39%
- Calmar
- 0.47
- Track
- 23 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
11.40%
Annualised Return
5.80%
Hit Rate
60.87%
Maximum Drawdown
-12.39%
Annualised Volatility
14.27%
Sharpe Ratio
0.46
Sortino Ratio
0.38
Consistency Score
60.9%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 6.92%
- Worst Year Return P
- 1.05%
- Median Annual Return P
- 3.12%
- Average Monthly Return P
- 0.55%
- Geometric Mean Return P
- 0.47%
- Average Drawdown P
- -2.42%
- Median Drawdown P
- -1.80%
- Max Drawdown Duration P
- 7 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 7 mo
- Return / Max Drawdown P
- 0.47
- Return / Avg Drawdown P
- 2.39
- Ulcer Index P
- 4.00%
- Positive Rolling Periods % P
- 47.83%
- Return Stability Score P
- 24.28
- Return Persistence P
- -0.18
- Worst Rolling 12M Return P
- -1.49%
- Best Rolling 12M Return P
- 16.31%
- Maximum Monthly Loss P
- -9.82%
- Worst 3-Month Period P
- -12.00%
- Worst 6-Month Period P
- -8.96%
- Return Smoothness Index P
- 15.49
- Pain Adjusted Return P
- 2.39%
- Worst Case Investor Entry P
- -1.49%
- Capital Preservation Score P
- 87.61%
- Aggressiveness Score P
- 4.12%
- Recovery Efficiency P
- 0.47
- Downside Volatility R
- 11.46%
- Upside Volatility R
- 9.16%
- Time in Drawdown % R
- 65.22%
- VaR 95% R
- -6.22%
- VaR 99% R
- -9.03%
- CVaR 95% R
- -8.28%
- CVaR 99% R
- -9.82%
- Semi Variance R
- 0.0011
- Volatility of Drawdowns R
- 3.25%
- CAGR per Unit Drawdown R
- 0.47
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.05%
- Return Skewness C
- -0.35
- Return Kurtosis C
- 1.64
- Coefficient of Variation C
- 7.46
- Calmar Ratio C
- 0.47
- Sterling Ratio C
- 0.47
- Burke Ratio C
- 0.35
Filings
Month-end SEBI filings. Missing months stay blank.
Dezerv. Capital Reserve Strategy-Equity performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Dezerv. Capital Reserve Strategy-Equity performed?
- Dezerv. Capital Reserve Strategy-Equity (Dezerv Investments Private Limited) shows CAGR 5.80% and max drawdown -12.39% 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 Dezerv. Capital Reserve Strategy-Equity CAGR / max drawdown?
- CAGR is 5.80%; max drawdown is -12.39%. We only publish CAGR when there are enough months (≥12 on this track of 23 months). Learn more
- Where do Dezerv. Capital Reserve Strategy-Equity 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 Dezerv. Capital Reserve Strategy-Equity?
- 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