Watch
Deep hole on the path
Max drawdown reached -30.4%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 26 months.
Impetus - Value Portfolio Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Impetus Arthasutra Private Limited
Age: 53 months
Trailing return from filed months
- 1Y
- 8.24%
- 3Y
- 10.85%
- 5Y
- Needs 60 months
- CAGR
- 14.32%
- Max DD
- -30.38%
- Calmar
- 0.47
- Track
- 53 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)
11.57%
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
Ugly trailing 12-month prints
Worst rolling year hit -16.0%. The best rolling year was +66.7%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Often below a prior high
Roughly 68% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
80.62%
Annualised Return
14.32%
Hit Rate
56.60%
Maximum Drawdown
-30.38%
Annualised Volatility
20.42%
Sharpe Ratio
0.76
Sortino Ratio
0.83
Consistency Score
56.6%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 29.40%
- Worst Year Return P
- -6.63%
- Median Annual Return P
- 14.08%
- Average Monthly Return P
- 1.29%
- Geometric Mean Return P
- 1.12%
- Average Drawdown P
- -8.74%
- Median Drawdown P
- -6.84%
- Max Drawdown Duration P
- 26 mo
- Average Drawdown Duration P
- 9 mo
- Return / Max Drawdown P
- 0.47
- Return / Avg Drawdown P
- 1.64
- Ulcer Index P
- 12.28%
- Positive Rolling Periods % P
- 60.38%
- Return Stability Score P
- 16.96
- Return Persistence P
- 0.03
- Worst Rolling 12M Return P
- -15.96%
- Best Rolling 12M Return P
- 66.68%
- Maximum Monthly Loss P
- -13.91%
- Worst 3-Month Period P
- -22.92%
- Worst 6-Month Period P
- -27.25%
- Return Smoothness Index P
- 12.10
- Pain Adjusted Return P
- 1.64%
- Worst Case Investor Entry P
- -15.96%
- Capital Preservation Score P
- 69.62%
- Aggressiveness Score P
- 5.90%
- Recovery Efficiency P
- 0.22
- Downside Volatility R
- 10.95%
- Upside Volatility R
- 14.24%
- Time in Drawdown % R
- 67.92%
- VaR 95% R
- -8.41%
- VaR 99% R
- -12.42%
- CVaR 95% R
- -12.38%
- CVaR 99% R
- -13.91%
- Semi Variance R
- 0.0010
- Volatility of Drawdowns R
- 8.70%
- CAGR per Unit Drawdown R
- 0.47
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -6.63%
- Return Skewness C
- 0.16
- Return Kurtosis C
- 0.39
- Coefficient of Variation C
- 4.57
- Calmar Ratio C
- 0.47
- Sterling Ratio C
- 0.47
- Burke Ratio C
- 0.44
Filings
Month-end SEBI filings. Missing months stay blank.
IMPETUS-Value Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has IMPETUS-Value Portfolio performed?
- IMPETUS-Value Portfolio (Impetus Arthasutra Private Limited) shows CAGR 14.32% and max drawdown -30.38% 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 IMPETUS-Value Portfolio CAGR / max drawdown?
- CAGR is 14.32%; max drawdown is -30.38%. We only publish CAGR when there are enough months (≥12 on this track of 53 months). Learn more
- Where do IMPETUS-Value 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 IMPETUS-Value 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