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Deep hole on the path
Max drawdown reached -41.3%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 4 months.
FE Securities Focused Approach Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
FE SECURITIES PRIVATE LIMITED
Age: 14 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -13.79%
- Max DD
- -41.26%
- Calmar
- -0.33
- Track
- 14 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 +46.5% annualised while Sharpe stayed at 0.39. You sat through noise that barely showed up in the result.
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Ugly trailing 12-month prints
Worst rolling year hit -23.5%. The best rolling year was +0.0%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Wins cluster in fewer months
Hit rate is only +42.9%. 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 56% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
7.05%
Annualised Return
-13.79%
Hit Rate
42.86%
Maximum Drawdown
-41.26%
Annualised Volatility
46.51%
Sharpe Ratio
0.39
Sortino Ratio
-0.43
Consistency Score
55.6%
PPerformance(26)RRisk(12)CConsistency(9)
- Average Monthly Return P
- 1.53%
- Geometric Mean Return P
- 0.76%
- Average Drawdown P
- -5.57%
- Median Drawdown P
- -3.23%
- Max Drawdown Duration P
- 4 mo
- Average Drawdown Duration P
- 14 mo
- Return / Max Drawdown P
- -0.33
- Return / Avg Drawdown P
- -0.63
- Ulcer Index P
- 23.06%
- Positive Rolling Periods % P
- 33.33%
- Return Stability Score P
- 7.45
- Return Persistence P
- -0.44
- Worst Rolling 12M Return P
- -23.54%
- Best Rolling 12M Return P
- 0.00%
- Maximum Monthly Loss P
- -19.03%
- Worst 3-Month Period P
- -24.74%
- Worst 6-Month Period P
- -0.22%
- Return Smoothness Index P
- 4.17
- Worst Case Investor Entry P
- -23.54%
- Capital Preservation Score P
- 74.67%
- Aggressiveness Score P
- 13.43%
- Recovery Efficiency P
- -0.29
- Downside Volatility R
- 28.25%
- Upside Volatility R
- 38.15%
- Time in Drawdown % R
- 55.56%
- VaR 95% R
- -20.55%
- VaR 99% R
- -29.70%
- CVaR 95% R
- -20.55%
- CVaR 99% R
- -29.70%
- Semi Variance R
- 0.0067
- Volatility of Drawdowns R
- 8.17%
- CAGR per Unit Drawdown R
- -0.33
- Equity Curve Convexity R
- 0.01
- Return Skewness C
- 0.63
- Return Kurtosis C
- 1.59
- Coefficient of Variation C
- 8.77
- Calmar Ratio C
- -0.33
- Sterling Ratio C
- -0.63
- Burke Ratio C
- -0.33
Filings
Month-end SEBI filings. Missing months stay blank.
FE Securities Focused Approach performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has FE Securities Focused Approach performed?
- FE Securities Focused Approach (FE SECURITIES PRIVATE LIMITED) shows CAGR -13.79% and max drawdown -41.26% 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 FE Securities Focused Approach CAGR / max drawdown?
- CAGR is -13.79%; max drawdown is -41.26%. We only publish CAGR when there are enough months (≥12 on this track of 14 months). Learn more
- Where do FE Securities Focused Approach 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 FE Securities Focused Approach?
- 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