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Deep hole on the path
Max drawdown reached -44.4%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 6 months.
Ametra FactorShields PMS Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
AMETRA INVESTMENT MANAGERS PRIVATE LIMITED
Age: 8 months · Sparse · 8 mo
Sparse track recordNeeds 12 months
CAGR
-44.10
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
25.00
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
- -44.36%
- Calmar
- Needs 12 months
- Track
- 8 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
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A lot of bounce, little payoff
Vol ran at +46.3% annualised while Sharpe stayed at -1.57. You sat through noise that barely showed up in the result.
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Wins cluster in fewer months
Hit rate is only +25.0%. Gains arrive in bunches, so long red stretches are part of how this track works.
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Often below a prior high
Roughly 75% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-44.36%
Annualised Return
Needs 12 months
Hit Rate
25.00%
Maximum Drawdown
-44.36%
Annualised Volatility
46.30%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
25.0%
Calmar Ratio
Needs 12 months
PPerformance(24)RRisk(12)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
- -6.05%
- Geometric Mean Return P
- -7.07%
- Average Drawdown P
- -20.54%
- Median Drawdown P
- -10.77%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 8 mo
- Ulcer Index P
- 28.01%
- Return Stability Score P
- 7.48
- Return Persistence P
- -0.29
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- -37.56%
- Worst 3-Month Period P
- -37.56%
- Worst 6-Month Period P
- -44.36%
- Return Smoothness Index P
- 4.37
- Capital Preservation Score P
- 55.64%
- Aggressiveness Score P
- 13.36%
- Downside Volatility R
- 63.50%
- Upside Volatility R
- 3.16%
- Time in Drawdown % R
- 75.00%
- VaR 95% R
- -28.03%
- VaR 99% R
- -37.14%
- CVaR 95% R
- -37.56%
- CVaR 99% R
- -37.56%
- Semi Variance R
- 0.0336
- Volatility of Drawdowns R
- 20.01%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -2.39
- Return Kurtosis C
- 5.81
- Coefficient of Variation C
- -2.21
- Sharpe Stability C
- Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
Ametra FactorShields PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Ametra FactorShields PMS performed?
- Ametra FactorShields PMS (AMETRA INVESTMENT MANAGERS PRIVATE LIMITED) shows CAGR Needs 12 months and max drawdown -44.10% 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 Ametra FactorShields PMS CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is -44.10%. We only publish CAGR when there are enough months (≥12 on this track of 8 months). Learn more
- Where do Ametra FactorShields PMS 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 Ametra FactorShields PMS?
- 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