Strength
Shallow peak-to-trough
Worst drop was -8.3%. Typical drawdowns ran nearer -1.9%. Milder than most equity PMS paths on file.
Dezerv. Capital Reserve Strategy-Multi Asset Performance
MULTI ASSETNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Dezerv Investments Private Limited
Age: 22 months
Trailing return from filed months
- 1Y
- 10.68%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 6.50%
- Max DD
- -8.27%
- Calmar
- 0.79
- Track
- 22 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
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
12.24%
Annualised Return
6.50%
Hit Rate
59.09%
Maximum Drawdown
-8.27%
Annualised Volatility
9.78%
Sharpe Ratio
0.69
Sortino Ratio
0.59
Consistency Score
59.1%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 10.20%
- Worst Year Return P
- -0.43%
- Median Annual Return P
- 2.29%
- Average Monthly Return P
- 0.57%
- Geometric Mean Return P
- 0.53%
- Average Drawdown P
- -1.85%
- Median Drawdown P
- -0.81%
- Max Drawdown Duration P
- 7 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 6 mo
- Return / Max Drawdown P
- 0.79
- Return / Avg Drawdown P
- 3.51
- Ulcer Index P
- 3.04%
- Positive Rolling Periods % P
- 50.00%
- Return Stability Score P
- 35.43
- Return Persistence P
- -0.04
- Worst Rolling 12M Return P
- 6.30%
- Best Rolling 12M Return P
- 22.45%
- Maximum Monthly Loss P
- -6.62%
- Worst 3-Month Period P
- -8.22%
- Worst 6-Month Period P
- -2.93%
- Return Smoothness Index P
- 24.05
- Pain Adjusted Return P
- 3.51%
- Worst Case Investor Entry P
- 6.30%
- Capital Preservation Score P
- 91.73%
- Aggressiveness Score P
- 2.82%
- Recovery Efficiency P
- 0.79
- Downside Volatility R
- 9.28%
- Upside Volatility R
- 4.05%
- Time in Drawdown % R
- 63.64%
- VaR 95% R
- -4.08%
- VaR 99% R
- -6.00%
- CVaR 95% R
- -6.57%
- CVaR 99% R
- -6.57%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 2.45%
- CAGR per Unit Drawdown R
- 0.79
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.43%
- Return Skewness C
- -1.36
- Return Kurtosis C
- 2.22
- Coefficient of Variation C
- 5.00
- Calmar Ratio C
- 0.79
- Sterling Ratio C
- 0.79
- Burke Ratio C
- 0.58
Filings
Month-end SEBI filings. Missing months stay blank.
Dezerv. Capital Reserve Strategy-Multi Asset performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Dezerv. Capital Reserve Strategy-Multi Asset performed?
- Dezerv. Capital Reserve Strategy-Multi Asset (Dezerv Investments Private Limited) shows CAGR 6.50% and max drawdown -8.27% 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-Multi Asset CAGR / max drawdown?
- CAGR is 6.50%; max drawdown is -8.27%. We only publish CAGR when there are enough months (≥12 on this track of 22 months). Learn more
- Where do Dezerv. Capital Reserve Strategy-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 Dezerv. Capital Reserve Strategy-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