Watch
Often below a prior high
Roughly 69% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
ACE Equity Portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Icici Securities Limited
Age: 68 months
Trailing return from filed months
- 1Y
- -1.71%
- 3Y
- 11.55%
- 5Y
- 9.80%
- CAGR
- 12.99%
- Max DD
- -21.02%
- Calmar
- 0.62
- Track
- 68 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)
18.93%
Rolling CAGR (5Y)
13.05%
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
111.73%
Annualised Return
12.99%
Hit Rate
57.35%
Maximum Drawdown
-21.02%
Annualised Volatility
16.10%
Sharpe Ratio
0.92
Sortino Ratio
0.93
Consistency Score
58.2%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 28.47%
- Worst Year Return P
- -0.59%
- Median Annual Return P
- 13.91%
- Average Monthly Return P
- 1.23%
- Geometric Mean Return P
- 1.13%
- Average Drawdown P
- -4.74%
- Median Drawdown P
- -3.61%
- Max Drawdown Duration P
- 25 mo
- Average Drawdown Duration P
- 7 mo
- Return / Max Drawdown P
- 0.62
- Return / Avg Drawdown P
- 3.04
- Ulcer Index P
- 6.95%
- Positive Rolling Periods % P
- 68.66%
- Return Stability Score P
- 21.51
- Return Persistence P
- 0.00
- Worst Rolling 12M Return P
- -9.93%
- Best Rolling 12M Return P
- 64.54%
- Maximum Monthly Loss P
- -11.85%
- Worst 3-Month Period P
- -16.71%
- Worst 6-Month Period P
- -19.17%
- Return Smoothness Index P
- 15.15
- Pain Adjusted Return P
- 3.04%
- Worst Case Investor Entry P
- -9.93%
- Capital Preservation Score P
- 78.98%
- Aggressiveness Score P
- 4.65%
- Recovery Efficiency P
- 0.29
- Downside Volatility R
- 9.25%
- Upside Volatility R
- 10.89%
- Time in Drawdown % R
- 68.66%
- VaR 95% R
- -6.42%
- VaR 99% R
- -9.58%
- CVaR 95% R
- -8.93%
- CVaR 99% R
- -11.85%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 5.02%
- CAGR per Unit Drawdown R
- 0.68
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.59%
- Return Skewness C
- 0.06
- Return Kurtosis C
- 0.45
- Coefficient of Variation C
- 3.78
- Calmar Ratio C
- 0.62
- Sterling Ratio C
- 0.68
- Burke Ratio C
- 0.47
Filings
Month-end SEBI filings. Missing months stay blank.
ACE Equity Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ACE Equity Portfolio performed?
- ACE Equity Portfolio (Icici Securities Limited) shows CAGR 12.99% and max drawdown -21.02% 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 ACE Equity Portfolio CAGR / max drawdown?
- CAGR is 12.99%; max drawdown is -21.02%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do ACE Equity Portfolio 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 ACE Equity Portfolio?
- 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