Watch
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.
Growthfiniti Lead Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
GROWTHFINITI WEALTH PRIVATE LIMITED
Age: 15 months
Trailing return from filed months
- 1Y
- 4.68%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 3.76%
- Max DD
- -15.92%
- Calmar
- 0.24
- Track
- 15 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
Strength
Most holding windows finished up
100% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
9.52%
Annualised Return
3.76%
Hit Rate
53.33%
Maximum Drawdown
-15.92%
Annualised Volatility
22.46%
Sharpe Ratio
0.64
Sortino Ratio
0.20
Consistency Score
66.7%
PPerformance(27)RRisk(12)CConsistency(9)
- Average Monthly Return P
- 1.20%
- Geometric Mean Return P
- 1.02%
- Average Drawdown P
- -3.54%
- Median Drawdown P
- -3.44%
- Max Drawdown Duration P
- 5 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 7 mo
- Return / Max Drawdown P
- 0.24
- Return / Avg Drawdown P
- 0.69
- Ulcer Index P
- 5.44%
- Positive Rolling Periods % P
- 100.00%
- Return Stability Score P
- 15.42
- Return Persistence P
- -0.22
- Worst Rolling 12M Return P
- 3.34%
- Best Rolling 12M Return P
- 11.26%
- Maximum Monthly Loss P
- -10.90%
- Worst 3-Month Period P
- -14.32%
- Worst 6-Month Period P
- -4.97%
- Return Smoothness Index P
- 9.34
- Worst Case Investor Entry P
- 3.34%
- Capital Preservation Score P
- 84.32%
- Aggressiveness Score P
- 6.48%
- Recovery Efficiency P
- 0.24
- Downside Volatility R
- 16.26%
- Upside Volatility R
- 12.53%
- Time in Drawdown % R
- 55.56%
- VaR 95% R
- -9.46%
- VaR 99% R
- -13.88%
- CVaR 95% R
- -10.90%
- CVaR 99% R
- -13.88%
- Semi Variance R
- 0.0022
- Volatility of Drawdowns R
- 4.63%
- CAGR per Unit Drawdown R
- 0.24
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -0.55
- Return Kurtosis C
- 0.43
- Coefficient of Variation C
- 5.38
- Calmar Ratio C
- 0.24
- Sterling Ratio C
- 0.69
- Burke Ratio C
- 0.22
Filings
Month-end SEBI filings. Missing months stay blank.
GROWTHFINITI LEAD performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has GROWTHFINITI LEAD performed?
- GROWTHFINITI LEAD (GROWTHFINITI WEALTH PRIVATE LIMITED) shows CAGR 3.76% and max drawdown -15.92% 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 GROWTHFINITI LEAD CAGR / max drawdown?
- CAGR is 3.76%; max drawdown is -15.92%. We only publish CAGR when there are enough months (≥12 on this track of 15 months). Learn more
- Where do GROWTHFINITI LEAD 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 GROWTHFINITI LEAD?
- 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