Strength
Shallow peak-to-trough
Worst drop was -2.2%. Typical drawdowns ran nearer -0.6%. Milder than most equity PMS paths on file.
Asteya Large And MID CAP Fund - Dpms Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
M/S.ASTEYA INVESTMENT MANAGERS LLP,
Age: 5 months · Sparse · 5 mo
Sparse track recordNeeds 12 months
CAGR
-2.16
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
40.00
Win Ratio
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- Needs 12 months
- Max DD
- -2.16%
- Calmar
- Needs 12 months
- Track
- 5 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
Watch
Wins cluster in fewer months
Hit rate is only +40.0%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 60% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
2.34%
Annualised Return
Needs 12 months
Hit Rate
40.00%
Maximum Drawdown
-2.16%
Annualised Volatility
7.00%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
40.0%
Calmar Ratio
Needs 12 months
PPerformance(24)RRisk(12)CConsistency(8)
- Best Year Return P
- Needs 12 months
- Worst Year Return P
- Needs 12 months
- Median Annual Return P
- Needs 12 months
- Average Monthly Return P
- 0.48%
- Geometric Mean Return P
- 0.46%
- Average Drawdown P
- -0.63%
- Median Drawdown P
- -0.02%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 2 mo
- Time to Recovery P
- 2 mo
- Ulcer Index P
- 1.06%
- Return Stability Score P
- 49.48
- Return Persistence P
- 0.00
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- -2.16%
- Worst 3-Month Period P
- -0.98%
- Return Smoothness Index P
- 30.53
- Capital Preservation Score P
- 97.84%
- Aggressiveness Score P
- 2.02%
- Downside Volatility R
- 5.24%
- Upside Volatility R
- 5.29%
- Time in Drawdown % R
- 60.00%
- VaR 95% R
- -2.84%
- VaR 99% R
- -4.22%
- CVaR 95% R
- -2.84%
- CVaR 99% R
- -4.22%
- Semi Variance R
- 0.0002
- Volatility of Drawdowns R
- 0.95%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- 0.01
- Return Skewness C
- 0.30
- Return Kurtosis C
- 0.90
- Coefficient of Variation C
- 4.21
- Sharpe Stability C
- Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
ASTEYA LARGE and MID CAP FUND - DPMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ASTEYA LARGE and MID CAP FUND - DPMS performed?
- ASTEYA LARGE and MID CAP FUND - DPMS (M/S.ASTEYA INVESTMENT MANAGERS LLP,) shows CAGR Needs 12 months and max drawdown -2.16% 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 ASTEYA LARGE and MID CAP FUND - DPMS CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is -2.16%. We only publish CAGR when there are enough months (≥12 on this track of 5 months). Learn more
- Where do ASTEYA LARGE and MID CAP FUND - DPMS 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 ASTEYA LARGE and MID CAP FUND - DPMS?
- 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