Strength
Return covers the worst drop
Calmar of 0.82 means annualised return more than clears the deepest peak-to-trough on this track.
I - Equity Performance
EQUITYNifty 50
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
- 5.31%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 16.51%
- Max DD
- -20.13%
- Calmar
- 0.82
- 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
Watch
Often below a prior high
Roughly 59% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
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
41.02%
Annualised Return
16.51%
Hit Rate
74.07%
Maximum Drawdown
-20.13%
Annualised Volatility
14.72%
Sharpe Ratio
1.12
Sortino Ratio
0.97
Consistency Score
74.1%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 17.62%
- Worst Year Return P
- 7.31%
- Median Annual Return P
- 11.72%
- Average Monthly Return P
- 1.37%
- Geometric Mean Return P
- 1.28%
- Average Drawdown P
- -4.57%
- Median Drawdown P
- -1.49%
- Max Drawdown Duration P
- 14 mo
- Average Drawdown Duration P
- 5 mo
- Return / Max Drawdown P
- 0.82
- Return / Avg Drawdown P
- 3.61
- Ulcer Index P
- 7.10%
- Positive Rolling Periods % P
- 44.44%
- Return Stability Score P
- 23.54
- Return Persistence P
- 0.09
- Worst Rolling 12M Return P
- -6.87%
- Best Rolling 12M Return P
- 40.60%
- Maximum Monthly Loss P
- -9.45%
- Worst 3-Month Period P
- -14.62%
- Worst 6-Month Period P
- -17.95%
- Return Smoothness Index P
- 17.15
- Pain Adjusted Return P
- 3.61%
- Worst Case Investor Entry P
- -6.87%
- Capital Preservation Score P
- 79.87%
- Aggressiveness Score P
- 4.25%
- Recovery Efficiency P
- 0.70
- Downside Volatility R
- 11.00%
- Upside Volatility R
- 9.55%
- Time in Drawdown % R
- 59.26%
- VaR 95% R
- -5.62%
- VaR 99% R
- -8.52%
- CVaR 95% R
- -8.08%
- CVaR 99% R
- -9.45%
- Semi Variance R
- 0.0010
- Volatility of Drawdowns R
- 5.55%
- CAGR per Unit Drawdown R
- 0.82
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 7.31%
- Return Skewness C
- -0.44
- Return Kurtosis C
- 0.86
- Coefficient of Variation C
- 3.11
- Calmar Ratio C
- 0.82
- Sterling Ratio C
- 0.82
- Burke Ratio C
- 0.82
Filings
Month-end SEBI filings. Missing months stay blank.
I-Equity performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has I-Equity performed?
- I-Equity (Nuvama Asset Management Limited) shows CAGR 16.51% and max drawdown -20.13% 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-Equity CAGR / max drawdown?
- CAGR is 16.51%; max drawdown is -20.13%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do I-Equity 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-Equity?
- 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