Strength
Return covers the worst drop
Calmar of 0.84 means annualised return more than clears the deepest peak-to-trough on this track.
Accumulator Performance
MULTI ASSETNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Nuvama Asset Management Limited
Age: 37 months
Trailing return from filed months
- 1Y
- 10.40%
- 3Y
- 11.40%
- 5Y
- Needs 60 months
- CAGR
- 11.11%
- Max DD
- -13.22%
- Calmar
- 0.84
- Track
- 37 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)
11.28%
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
Watch
Often below a prior high
Roughly 49% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+78.4% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 78%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
38.39%
Annualised Return
11.11%
Hit Rate
78.38%
Maximum Drawdown
-13.22%
Annualised Volatility
10.60%
Sharpe Ratio
1.05
Sortino Ratio
0.74
Consistency Score
78.4%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 13.67%
- Worst Year Return P
- 2.03%
- Median Annual Return P
- 9.23%
- Average Monthly Return P
- 0.93%
- Geometric Mean Return P
- 0.88%
- Average Drawdown P
- -2.27%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 6 mo
- Time to Recovery P
- 12 mo
- Return / Max Drawdown P
- 0.84
- Return / Avg Drawdown P
- 4.90
- Ulcer Index P
- 3.97%
- Positive Rolling Periods % P
- 62.16%
- Return Stability Score P
- 32.69
- Return Persistence P
- -0.06
- Worst Rolling 12M Return P
- -2.56%
- Best Rolling 12M Return P
- 30.03%
- Maximum Monthly Loss P
- -9.25%
- Worst 3-Month Period P
- -9.98%
- Worst 6-Month Period P
- -11.54%
- Return Smoothness Index P
- 22.20
- Pain Adjusted Return P
- 4.90%
- Worst Case Investor Entry P
- -2.56%
- Capital Preservation Score P
- 86.78%
- Aggressiveness Score P
- 3.06%
- Recovery Efficiency P
- 0.84
- Downside Volatility R
- 9.86%
- Upside Volatility R
- 6.07%
- Time in Drawdown % R
- 48.65%
- VaR 95% R
- -4.10%
- VaR 99% R
- -6.19%
- CVaR 95% R
- -7.55%
- CVaR 99% R
- -9.25%
- Semi Variance R
- 0.0008
- Volatility of Drawdowns R
- 3.30%
- CAGR per Unit Drawdown R
- 0.84
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 2.03%
- Return Skewness C
- -1.08
- Return Kurtosis C
- 2.85
- Coefficient of Variation C
- 3.30
- Calmar Ratio C
- 0.84
- Sterling Ratio C
- 0.84
- Burke Ratio C
- 0.69
Filings
Month-end SEBI filings. Missing months stay blank.
ACCUMULATOR performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ACCUMULATOR performed?
- ACCUMULATOR (Nuvama Asset Management Limited) shows CAGR 11.11% and max drawdown -13.22% 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 ACCUMULATOR CAGR / max drawdown?
- CAGR is 11.11%; max drawdown is -13.22%. We only publish CAGR when there are enough months (≥12 on this track of 37 months). Learn more
- Where do ACCUMULATOR 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 ACCUMULATOR?
- 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