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Deep hole on the path
Max drawdown reached -52.6%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 6 months.
Value Investing Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
EQUITY INTELLIGENCE INDIA Private. Limited.
Age: 65 months
Trailing return from filed months
- 1Y
- -7.23%
- 3Y
- -4.37%
- 5Y
- Not reported
- CAGR
- 11.11%
- Max DD
- -52.62%
- Calmar
- 0.21
- Track
- 65 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)
13.20%
Rolling CAGR (5Y)
7.25%
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
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A lot of bounce, little payoff
Vol ran at +37.5% annualised while Sharpe stayed at 0.05. You sat through noise that barely showed up in the result.
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Calendar year luck is real
Best year hit +24.2%. Worst calendar year was -32.8%. A +57% gap means the year you enter can dominate how the track feels.
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Ugly trailing 12-month prints
Worst rolling year hit -39.0%. The best rolling year was +70.1%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Often below a prior high
Roughly 67% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-3.02%
Annualised Return
11.11%
Hit Rate
61.54%
Maximum Drawdown
-52.62%
Annualised Volatility
37.51%
Sharpe Ratio
0.05
Sortino Ratio
0.48
Consistency Score
55.6%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 24.17%
- Worst Year Return P
- -32.79%
- Median Annual Return P
- 15.34%
- Average Monthly Return P
- 0.17%
- Geometric Mean Return P
- -0.34%
- Average Drawdown P
- -6.44%
- Median Drawdown P
- -5.06%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 6 mo
- Return / Max Drawdown P
- 0.21
- Return / Avg Drawdown P
- 0.61
- Ulcer Index P
- 19.31%
- Positive Rolling Periods % P
- 62.96%
- Return Stability Score P
- 9.23
- Return Persistence P
- -0.21
- Worst Rolling 12M Return P
- -38.99%
- Best Rolling 12M Return P
- 70.11%
- Maximum Monthly Loss P
- -16.46%
- Worst 3-Month Period P
- -24.47%
- Worst 6-Month Period P
- -11.40%
- Return Smoothness Index P
- 5.63
- Worst Case Investor Entry P
- -38.99%
- Capital Preservation Score P
- 70.48%
- Aggressiveness Score P
- 10.83%
- Recovery Efficiency P
- 0.11
- Downside Volatility R
- 23.20%
- Upside Volatility R
- 30.02%
- Time in Drawdown % R
- 66.67%
- VaR 95% R
- -17.64%
- VaR 99% R
- -25.02%
- CVaR 95% R
- -17.64%
- CVaR 99% R
- -25.02%
- Semi Variance R
- 0.0045
- Volatility of Drawdowns R
- 7.87%
- CAGR per Unit Drawdown R
- 0.21
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.60
- Return Kurtosis C
- 1.52
- Coefficient of Variation C
- 64.12
- Calmar Ratio C
- 0.21
- Sterling Ratio C
- 0.61
- Burke Ratio C
- 0.20
Filings
Month-end SEBI filings. Missing months stay blank.
Value Investing performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Value Investing performed?
- Value Investing (EQUITY INTELLIGENCE INDIA Private. Limited.) shows CAGR 11.11% and max drawdown -52.62% 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 Value Investing CAGR / max drawdown?
- CAGR is 11.11%; max drawdown is -52.62%. We only publish CAGR when there are enough months (≥12 on this track of 65 months). Learn more
- Where do Value Investing 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 Value Investing?
- 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