Watch
Often below a prior high
Roughly 76% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
CA Equity Multi-Manager Portfolio Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Pioneer Client Associates Private Limited
Age: 33 months
Trailing return from filed months
- 1Y
- 1.73%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 5.24%
- Max DD
- -14.08%
- Calmar
- 0.37
- Track
- 33 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
15.08%
Annualised Return
5.24%
Hit Rate
60.61%
Maximum Drawdown
-14.08%
Annualised Volatility
12.74%
Sharpe Ratio
0.46
Sortino Ratio
0.35
Consistency Score
60.6%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 11.83%
- Worst Year Return P
- -2.29%
- Median Annual Return P
- 2.66%
- Average Monthly Return P
- 0.49%
- Geometric Mean Return P
- 0.43%
- Average Drawdown P
- -3.65%
- Median Drawdown P
- -3.28%
- Max Drawdown Duration P
- 13 mo
- Average Drawdown Duration P
- 8 mo
- Time to Recovery P
- 13 mo
- Return / Max Drawdown P
- 0.37
- Return / Avg Drawdown P
- 1.43
- Ulcer Index P
- 5.17%
- Positive Rolling Periods % P
- 51.52%
- Return Stability Score P
- 27.19
- Return Persistence P
- -0.15
- Worst Rolling 12M Return P
- -4.01%
- Best Rolling 12M Return P
- 12.75%
- Maximum Monthly Loss P
- -10.21%
- Worst 3-Month Period P
- -12.86%
- Worst 6-Month Period P
- -11.81%
- Return Smoothness Index P
- 17.68
- Pain Adjusted Return P
- 1.43%
- Worst Case Investor Entry P
- -4.01%
- Capital Preservation Score P
- 85.92%
- Aggressiveness Score P
- 3.68%
- Recovery Efficiency P
- 0.34
- Downside Volatility R
- 10.40%
- Upside Volatility R
- 8.07%
- Time in Drawdown % R
- 75.76%
- VaR 95% R
- -5.56%
- VaR 99% R
- -8.06%
- CVaR 95% R
- -8.29%
- CVaR 99% R
- -10.21%
- Semi Variance R
- 0.0009
- Volatility of Drawdowns R
- 3.71%
- CAGR per Unit Drawdown R
- 0.37
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -2.29%
- Return Skewness C
- -0.48
- Return Kurtosis C
- 1.92
- Coefficient of Variation C
- 7.47
- Calmar Ratio C
- 0.37
- Sterling Ratio C
- 0.37
- Burke Ratio C
- 0.26
Filings
Month-end SEBI filings. Missing months stay blank.
CA Equity Multi-Manager Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CA Equity Multi-Manager Portfolio performed?
- CA Equity Multi-Manager Portfolio (Pioneer Client Associates Private Limited) shows CAGR 5.24% and max drawdown -14.08% 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 CA Equity Multi-Manager Portfolio CAGR / max drawdown?
- CAGR is 5.24%; max drawdown is -14.08%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do CA Equity Multi-Manager Portfolio 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 CA Equity Multi-Manager Portfolio?
- 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