Watch
Often below a prior high
Roughly 77% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Growth and Value Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Jm Financial Limited
Age: 31 months
Trailing return from filed months
- 1Y
- -0.83%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 6.91%
- Max DD
- -18.67%
- Calmar
- 0.37
- Track
- 31 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
Green months were normal
+67.7% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 70%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
26.18%
Annualised Return
6.91%
Hit Rate
67.74%
Maximum Drawdown
-18.67%
Annualised Volatility
15.91%
Sharpe Ratio
0.67
Sortino Ratio
0.33
Consistency Score
70.0%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 22.37%
- Worst Year Return P
- -1.54%
- Median Annual Return P
- 4.73%
- Average Monthly Return P
- 0.88%
- Geometric Mean Return P
- 0.78%
- Average Drawdown P
- -5.19%
- Median Drawdown P
- -4.90%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 24 mo
- Return / Max Drawdown P
- 0.37
- Return / Avg Drawdown P
- 1.88
- Ulcer Index P
- 6.90%
- Positive Rolling Periods % P
- 46.67%
- Return Stability Score P
- 21.78
- Return Persistence P
- -0.09
- Worst Rolling 12M Return P
- -5.49%
- Best Rolling 12M Return P
- 17.02%
- Maximum Monthly Loss P
- -9.12%
- Worst 3-Month Period P
- -12.84%
- Worst 6-Month Period P
- -16.98%
- Return Smoothness Index P
- 14.50
- Pain Adjusted Return P
- 1.88%
- Worst Case Investor Entry P
- -5.49%
- Capital Preservation Score P
- 81.33%
- Aggressiveness Score P
- 4.59%
- Recovery Efficiency P
- 0.18
- Downside Volatility R
- 12.32%
- Upside Volatility R
- 8.18%
- Time in Drawdown % R
- 76.67%
- VaR 95% R
- -6.67%
- VaR 99% R
- -9.80%
- CVaR 95% R
- -8.44%
- CVaR 99% R
- -9.80%
- Semi Variance R
- 0.0013
- Volatility of Drawdowns R
- 4.65%
- CAGR per Unit Drawdown R
- 0.52
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -1.54%
- Return Skewness C
- -0.80
- Return Kurtosis C
- 0.49
- Coefficient of Variation C
- 5.21
- Calmar Ratio C
- 0.37
- Sterling Ratio C
- 0.52
- Burke Ratio C
- 0.37
Filings
Month-end SEBI filings. Missing months stay blank.
Growth and Value performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Growth and Value performed?
- Growth and Value (Jm Financial Limited) shows CAGR 6.91% and max drawdown -18.67% 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 Growth and Value CAGR / max drawdown?
- CAGR is 6.91%; max drawdown is -18.67%. We only publish CAGR when there are enough months (≥12 on this track of 31 months). Learn more
- Where do Growth and Value 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 Growth and Value?
- 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