Watch
Often below a prior high
Roughly 80% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
MC - I Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Marcellus Investment Managers Private Limited
Age: 31 months
Trailing return from filed months
- 1Y
- -0.21%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 3.14%
- Max DD
- -23.86%
- Calmar
- 0.13
- 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
Total Return
14.65%
Annualised Return
3.14%
Hit Rate
51.61%
Maximum Drawdown
-23.86%
Annualised Volatility
16.16%
Sharpe Ratio
0.42
Sortino Ratio
0.19
Consistency Score
53.3%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 11.51%
- Worst Year Return P
- -0.62%
- Median Annual Return P
- 3.45%
- Average Monthly Return P
- 0.56%
- Geometric Mean Return P
- 0.46%
- Average Drawdown P
- -7.53%
- Median Drawdown P
- -7.63%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 13 mo
- Return / Max Drawdown P
- 0.13
- Return / Avg Drawdown P
- 0.75
- Ulcer Index P
- 9.46%
- Positive Rolling Periods % P
- 33.33%
- Return Stability Score P
- 21.44
- Return Persistence P
- -0.04
- Worst Rolling 12M Return P
- -14.73%
- Best Rolling 12M Return P
- 11.10%
- Maximum Monthly Loss P
- -11.02%
- Worst 3-Month Period P
- -17.04%
- Worst 6-Month Period P
- -15.29%
- Return Smoothness Index P
- 14.62
- Pain Adjusted Return P
- 0.75%
- Worst Case Investor Entry P
- -14.73%
- Capital Preservation Score P
- 76.14%
- Aggressiveness Score P
- 4.67%
- Recovery Efficiency P
- 0.07
- Downside Volatility R
- 10.87%
- Upside Volatility R
- 9.42%
- Time in Drawdown % R
- 80.00%
- VaR 95% R
- -7.11%
- VaR 99% R
- -10.29%
- CVaR 95% R
- -11.02%
- CVaR 99% R
- -11.02%
- Semi Variance R
- 0.0010
- Volatility of Drawdowns R
- 5.78%
- CAGR per Unit Drawdown R
- 0.24
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.62%
- Return Skewness C
- -0.21
- Return Kurtosis C
- 0.58
- Coefficient of Variation C
- 8.30
- Calmar Ratio C
- 0.13
- Sterling Ratio C
- 0.24
- Burke Ratio C
- 0.13
Filings
Month-end SEBI filings. Missing months stay blank.
MC-I performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has MC-I performed?
- MC-I (Marcellus Investment Managers Private Limited) shows CAGR 3.14% and max drawdown -23.86% 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 MC-I CAGR / max drawdown?
- CAGR is 3.14%; max drawdown is -23.86%. We only publish CAGR when there are enough months (≥12 on this track of 31 months). Learn more
- Where do MC-I 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 MC-I?
- 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