Strength
Return covers the worst drop
Calmar of 0.80 means annualised return more than clears the deepest peak-to-trough on this track.
Imaap Performance
EQUITYNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
First Global Finance Private Limited
Age: 67 months
Trailing return from filed months
- 1Y
- 7.70%
- 3Y
- 8.86%
- 5Y
- 8.79%
- CAGR
- 13.16%
- Max DD
- -16.39%
- Calmar
- 0.80
- Track
- 67 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)
13.33%
Rolling CAGR (5Y)
10.99%
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
Watch
Often below a prior high
Roughly 63% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+67.2% of months finished up. Losses exist, but they were not the default month.
Total Return
99.38%
Annualised Return
13.16%
Hit Rate
67.16%
Maximum Drawdown
-16.39%
Annualised Volatility
11.22%
Sharpe Ratio
1.16
Sortino Ratio
1.09
Consistency Score
67.2%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 36.81%
- Worst Year Return P
- -3.07%
- Median Annual Return P
- 7.48%
- Average Monthly Return P
- 1.09%
- Geometric Mean Return P
- 1.04%
- Average Drawdown P
- -3.11%
- Median Drawdown P
- -1.70%
- Max Drawdown Duration P
- 16 mo
- Average Drawdown Duration P
- 7 mo
- Time to Recovery P
- 15 mo
- Return / Max Drawdown P
- 0.80
- Return / Avg Drawdown P
- 4.23
- Ulcer Index P
- 4.83%
- Positive Rolling Periods % P
- 68.66%
- Return Stability Score P
- 30.88
- Return Persistence P
- 0.14
- Worst Rolling 12M Return P
- -6.67%
- Best Rolling 12M Return P
- 35.87%
- Maximum Monthly Loss P
- -10.15%
- Worst 3-Month Period P
- -12.11%
- Worst 6-Month Period P
- -15.53%
- Return Smoothness Index P
- 23.56
- Pain Adjusted Return P
- 4.23%
- Worst Case Investor Entry P
- -6.67%
- Capital Preservation Score P
- 83.61%
- Aggressiveness Score P
- 3.24%
- Recovery Efficiency P
- 0.64
- Downside Volatility R
- 8.57%
- Upside Volatility R
- 6.25%
- Time in Drawdown % R
- 62.69%
- VaR 95% R
- -4.24%
- VaR 99% R
- -6.45%
- CVaR 95% R
- -7.52%
- CVaR 99% R
- -8.96%
- Semi Variance R
- 0.0006
- Volatility of Drawdowns R
- 3.73%
- CAGR per Unit Drawdown R
- 0.80
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -3.07%
- Return Skewness C
- -0.84
- Return Kurtosis C
- 1.53
- Coefficient of Variation C
- 2.98
- Calmar Ratio C
- 0.80
- Sterling Ratio C
- 0.80
- Burke Ratio C
- 0.57
Filings
Month-end SEBI filings. Missing months stay blank.
IMAAP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has IMAAP performed?
- IMAAP (First Global Finance Private Limited) shows CAGR 13.16% and max drawdown -16.39% 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 IMAAP CAGR / max drawdown?
- CAGR is 13.16%; max drawdown is -16.39%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do IMAAP 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 IMAAP?
- 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