Strength
Shallow peak-to-trough
Worst drop was -11.9%. Typical drawdowns ran nearer -2.9%. Milder than most equity PMS paths on file.
Core Equity - Regular Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Pgim India Asset Management Private Limited
Age: 19 months
Trailing return from filed months
- 1Y
- 6.47%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 0.99%
- Max DD
- -11.86%
- Calmar
- 0.08
- Track
- 19 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
Wins cluster in fewer months
Hit rate is only +47.4%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 72% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
6.44%
Annualised Return
0.99%
Hit Rate
47.37%
Maximum Drawdown
-11.86%
Annualised Volatility
14.49%
Sharpe Ratio
0.36
Sortino Ratio
0.07
Consistency Score
50.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 7.95%
- Worst Year Return P
- -1.40%
- Median Annual Return P
- 3.28%
- Average Monthly Return P
- 0.43%
- Geometric Mean Return P
- 0.35%
- Average Drawdown P
- -2.93%
- Median Drawdown P
- -2.82%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 12 mo
- Return / Max Drawdown P
- 0.08
- Return / Avg Drawdown P
- 1.45
- Ulcer Index P
- 4.56%
- Positive Rolling Periods % P
- 22.22%
- Return Stability Score P
- 23.90
- Return Persistence P
- -0.31
- Worst Rolling 12M Return P
- -5.39%
- Best Rolling 12M Return P
- 9.60%
- Maximum Monthly Loss P
- -9.18%
- Worst 3-Month Period P
- -8.68%
- Worst 6-Month Period P
- -5.61%
- Return Smoothness Index P
- 14.82
- Pain Adjusted Return P
- 1.45%
- Worst Case Investor Entry P
- -5.39%
- Capital Preservation Score P
- 88.14%
- Aggressiveness Score P
- 4.18%
- Recovery Efficiency P
- 0.08
- Downside Volatility R
- 9.97%
- Upside Volatility R
- 8.09%
- Time in Drawdown % R
- 72.22%
- VaR 95% R
- -6.45%
- VaR 99% R
- -9.30%
- CVaR 95% R
- -9.18%
- CVaR 99% R
- -9.30%
- Semi Variance R
- 0.0008
- Volatility of Drawdowns R
- 3.11%
- CAGR per Unit Drawdown R
- 0.36
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -1.40%
- Return Skewness C
- -0.30
- Return Kurtosis C
- 0.74
- Coefficient of Variation C
- 9.72
- Calmar Ratio C
- 0.08
- Sterling Ratio C
- 0.36
- Burke Ratio C
- 0.07
Filings
Month-end SEBI filings. Missing months stay blank.
Core Equity - Regular performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Core Equity - Regular performed?
- Core Equity - Regular (Pgim India Asset Management Private Limited) shows CAGR 0.99% and max drawdown -11.86% 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 Core Equity - Regular CAGR / max drawdown?
- CAGR is 0.99%; max drawdown is -11.86%. We only publish CAGR when there are enough months (≥12 on this track of 19 months). Learn more
- Where do Core Equity - Regular 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 Core Equity - Regular?
- 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