Strength
Paid well for the ride
Sharpe of 2.12 means return more than paid for the volatility on this sample. Sortino sits at 2.20.
I - Asset Performance
MULTI ASSETNifty Multi-Asset 50:40:10
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Nuvama Asset Management Limited
Age: 27 months
Trailing return from filed months
- 1Y
- 10.91%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 14.07%
- Max DD
- -7.26%
- Calmar
- 1.94
- Track
- 27 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
Strength
Shallow peak-to-trough
Worst drop was -7.3%. Typical drawdowns ran nearer -1.0%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+74.1% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 74%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
34.47%
Annualised Return
14.07%
Hit Rate
74.07%
Maximum Drawdown
-7.26%
Annualised Volatility
6.33%
Sharpe Ratio
2.12
Sortino Ratio
2.20
Consistency Score
74.1%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 12.75%
- Worst Year Return P
- 6.63%
- Median Annual Return P
- 11.84%
- Average Monthly Return P
- 1.12%
- Geometric Mean Return P
- 1.10%
- Average Drawdown P
- -0.95%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 7 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 7 mo
- Return / Max Drawdown P
- 1.94
- Return / Avg Drawdown P
- 14.75
- Ulcer Index P
- 1.98%
- Positive Rolling Periods % P
- 59.26%
- Return Stability Score P
- 54.76
- Return Persistence P
- 0.22
- Worst Rolling 12M Return P
- 4.11%
- Best Rolling 12M Return P
- 23.64%
- Maximum Monthly Loss P
- -3.68%
- Worst 3-Month Period P
- -5.41%
- Worst 6-Month Period P
- -5.37%
- Return Smoothness Index P
- 43.22
- Pain Adjusted Return P
- 14.75%
- Worst Case Investor Entry P
- 4.11%
- Capital Preservation Score P
- 92.74%
- Aggressiveness Score P
- 1.83%
- Recovery Efficiency P
- 1.94
- Downside Volatility R
- 4.17%
- Upside Volatility R
- 3.87%
- Time in Drawdown % R
- 37.04%
- VaR 95% R
- -1.88%
- VaR 99% R
- -3.13%
- CVaR 95% R
- -2.87%
- CVaR 99% R
- -3.68%
- Semi Variance R
- 0.0001
- Volatility of Drawdowns R
- 1.77%
- CAGR per Unit Drawdown R
- 1.94
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 6.63%
- Return Skewness C
- -0.72
- Return Kurtosis C
- 0.28
- Coefficient of Variation C
- 1.63
- Calmar Ratio C
- 1.94
- Sterling Ratio C
- 1.94
- Burke Ratio C
- 1.92
Filings
Month-end SEBI filings. Missing months stay blank.
I-Asset performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has I-Asset performed?
- I-Asset (Nuvama Asset Management Limited) shows CAGR 14.07% and max drawdown -7.26% 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 I-Asset CAGR / max drawdown?
- CAGR is 14.07%; max drawdown is -7.26%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do I-Asset 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 I-Asset?
- 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