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Often below a prior high
Roughly 62% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Enhanced Portfolio 1 Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Hdfc Asset Management Company Limited
Age: 66 months
Trailing return from filed months
- 1Y
- -1.55%
- 3Y
- 7.18%
- 5Y
- Not reported
- CAGR
- 12.26%
- Max DD
- -17.46%
- Calmar
- 0.70
- Track
- 66 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)
13.39%
Rolling CAGR (5Y)
10.39%
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
Total Return
88.94%
Annualised Return
12.26%
Hit Rate
63.64%
Maximum Drawdown
-17.46%
Annualised Volatility
13.60%
Sharpe Ratio
0.92
Sortino Ratio
0.91
Consistency Score
63.6%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 33.61%
- Worst Year Return P
- -6.38%
- Median Annual Return P
- 8.58%
- Average Monthly Return P
- 1.04%
- Geometric Mean Return P
- 0.97%
- Average Drawdown P
- -3.48%
- Median Drawdown P
- -1.57%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 6 mo
- Return / Max Drawdown P
- 0.70
- Return / Avg Drawdown P
- 3.53
- Ulcer Index P
- 5.41%
- Positive Rolling Periods % P
- 65.15%
- Return Stability Score P
- 25.46
- Return Persistence P
- -0.06
- Worst Rolling 12M Return P
- -6.67%
- Best Rolling 12M Return P
- 36.07%
- Maximum Monthly Loss P
- -12.07%
- Worst 3-Month Period P
- -16.15%
- Worst 6-Month Period P
- -15.65%
- Return Smoothness Index P
- 17.81
- Pain Adjusted Return P
- 3.53%
- Worst Case Investor Entry P
- -6.67%
- Capital Preservation Score P
- 82.54%
- Aggressiveness Score P
- 3.93%
- Recovery Efficiency P
- 0.37
- Downside Volatility R
- 9.35%
- Upside Volatility R
- 8.78%
- Time in Drawdown % R
- 62.12%
- VaR 95% R
- -5.41%
- VaR 99% R
- -8.09%
- CVaR 95% R
- -9.65%
- CVaR 99% R
- -12.07%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 4.17%
- CAGR per Unit Drawdown R
- 0.70
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -6.38%
- Return Skewness C
- -0.33
- Return Kurtosis C
- 1.30
- Coefficient of Variation C
- 3.76
- Calmar Ratio C
- 0.70
- Sterling Ratio C
- 0.70
- Burke Ratio C
- 0.60
Filings
Month-end SEBI filings. Missing months stay blank.
Enhanced Portfolio 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Enhanced Portfolio 1 performed?
- Enhanced Portfolio 1 (Hdfc Asset Management Company Limited) shows CAGR 12.26% and max drawdown -17.46% 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 Enhanced Portfolio 1 CAGR / max drawdown?
- CAGR is 12.26%; max drawdown is -17.46%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Enhanced Portfolio 1 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 Enhanced Portfolio 1?
- 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