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Deep hole on the path
Max drawdown reached -25.8%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 26 months.
MEGA TRENDS:Multicap-Growth Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Marathon Trends Advisory Private Limited
Age: 63 months
Trailing return from filed months
- 1Y
- 1.80%
- 3Y
- 6.31%
- 5Y
- Not reported
- CAGR
- 10.60%
- Max DD
- -25.81%
- Calmar
- 0.41
- Track
- 63 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)
15.42%
Rolling CAGR (5Y)
10.38%
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
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Calendar year luck is real
Best year hit +38.6%. Worst calendar year was -5.0%. A +44% gap means the year you enter can dominate how the track feels.
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Often below a prior high
Roughly 73% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
79.60%
Annualised Return
10.60%
Hit Rate
61.90%
Maximum Drawdown
-25.81%
Annualised Volatility
16.86%
Sharpe Ratio
0.76
Sortino Ratio
0.60
Consistency Score
62.9%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 38.63%
- Worst Year Return P
- -4.97%
- Median Annual Return P
- 8.39%
- Average Monthly Return P
- 1.07%
- Geometric Mean Return P
- 0.95%
- Average Drawdown P
- -6.44%
- Median Drawdown P
- -4.67%
- Max Drawdown Duration P
- 26 mo
- Average Drawdown Duration P
- 15 mo
- Return / Max Drawdown P
- 0.41
- Return / Avg Drawdown P
- 1.86
- Ulcer Index P
- 9.33%
- Positive Rolling Periods % P
- 58.06%
- Return Stability Score P
- 20.55
- Return Persistence P
- 0.02
- Worst Rolling 12M Return P
- -14.34%
- Best Rolling 12M Return P
- 53.25%
- Maximum Monthly Loss P
- -11.84%
- Worst 3-Month Period P
- -21.16%
- Worst 6-Month Period P
- -24.12%
- Return Smoothness Index P
- 14.61
- Pain Adjusted Return P
- 1.86%
- Worst Case Investor Entry P
- -14.34%
- Capital Preservation Score P
- 74.19%
- Aggressiveness Score P
- 4.87%
- Recovery Efficiency P
- 0.18
- Downside Volatility R
- 12.37%
- Upside Volatility R
- 10.14%
- Time in Drawdown % R
- 72.58%
- VaR 95% R
- -6.94%
- VaR 99% R
- -10.26%
- CVaR 95% R
- -11.58%
- CVaR 99% R
- -11.58%
- Semi Variance R
- 0.0013
- Volatility of Drawdowns R
- 6.65%
- CAGR per Unit Drawdown R
- 0.46
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -4.97%
- Return Skewness C
- -0.50
- Return Kurtosis C
- 0.74
- Coefficient of Variation C
- 4.56
- Calmar Ratio C
- 0.41
- Sterling Ratio C
- 0.46
- Burke Ratio C
- 0.35
Filings
Month-end SEBI filings. Missing months stay blank.
MEGA TRENDS:Multicap-Growth performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has MEGA TRENDS:Multicap-Growth performed?
- MEGA TRENDS:Multicap-Growth (Marathon Trends Advisory Private Limited) shows CAGR 10.60% and max drawdown -25.81% 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 MEGA TRENDS:Multicap-Growth CAGR / max drawdown?
- CAGR is 10.60%; max drawdown is -25.81%. We only publish CAGR when there are enough months (≥12 on this track of 63 months). Learn more
- Where do MEGA TRENDS:Multicap-Growth 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 MEGA TRENDS:Multicap-Growth?
- 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