Strength
Paid well for the ride
Sharpe of 6.14 means return more than paid for the volatility on this sample. Sortino sits at 4.81.
Dpms - Income Portfolio Performance
DEBTCacdti
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Klay Securities Private Limited
Age: 57 months
Trailing return from filed months
- 1Y
- 7.70%
- 3Y
- 8.62%
- 5Y
- Needs 60 months
- CAGR
- 8.28%
- Max DD
- -0.69%
- Calmar
- 11.99
- Track
- 57 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)
8.79%
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
Strength
Shallow peak-to-trough
Worst drop was -0.7%. Typical drawdowns ran nearer -0.0%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+94.7% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 95%. Month-to-month results did not whip around as much as a typical equity book.
Strength
Most holding windows finished up
81% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
45.89%
Annualised Return
8.28%
Hit Rate
94.74%
Maximum Drawdown
-0.69%
Annualised Volatility
1.30%
Sharpe Ratio
6.14
Sortino Ratio
4.81
Consistency Score
94.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 9.47%
- Worst Year Return P
- 0.15%
- Median Annual Return P
- 8.02%
- Average Monthly Return P
- 0.67%
- Geometric Mean Return P
- 0.66%
- Average Drawdown P
- -0.01%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 1 mo
- Average Drawdown Duration P
- 1 mo
- Time to Recovery P
- 1 mo
- Return / Max Drawdown P
- 11.99
- Return / Avg Drawdown P
- 575.23
- Ulcer Index P
- 0.09%
- Positive Rolling Periods % P
- 80.70%
- Return Stability Score P
- 266.56
- Return Persistence P
- -0.39
- Worst Rolling 12M Return P
- 6.73%
- Best Rolling 12M Return P
- 10.05%
- Maximum Monthly Loss P
- -0.69%
- Worst 3-Month Period P
- 0.95%
- Worst 6-Month Period P
- 2.67%
- Return Smoothness Index P
- 161.62
- Pain Adjusted Return P
- 575.23%
- Worst Case Investor Entry P
- 6.73%
- Capital Preservation Score P
- 99.31%
- Aggressiveness Score P
- 0.38%
- Recovery Efficiency P
- 11.99
- Downside Volatility R
- 1.37%
- Upside Volatility R
- 1.04%
- Time in Drawdown % R
- 3.51%
- VaR 95% R
- 0.05%
- VaR 99% R
- -0.21%
- CVaR 95% R
- -0.27%
- CVaR 99% R
- -0.69%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.09%
- CAGR per Unit Drawdown R
- 11.99
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.15%
- Return Skewness C
- -0.60
- Return Kurtosis C
- 2.89
- Coefficient of Variation C
- 0.56
- Calmar Ratio C
- 11.99
- Sterling Ratio C
- 20.18
- Burke Ratio C
- 11.79
Filings
Month-end SEBI filings. Missing months stay blank.
DPMS - Income Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has DPMS - Income Portfolio performed?
- DPMS - Income Portfolio (Klay Securities Private Limited) shows CAGR 8.28% and max drawdown -0.69% 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 DPMS - Income Portfolio CAGR / max drawdown?
- CAGR is 8.28%; max drawdown is -0.69%. We only publish CAGR when there are enough months (≥12 on this track of 57 months). Learn more
- Where do DPMS - Income 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 DPMS - Income 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