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Deep hole on the path
Max drawdown reached -26.7%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 23 months.
CA MFM Large-cap Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Pioneer Client Associates Private Limited
Age: 54 months
Trailing return from filed months
- 1Y
- -16.22%
- 3Y
- -4.30%
- 5Y
- Needs 60 months
- CAGR
- -1.10%
- Max DD
- -26.65%
- Calmar
- -0.04
- Track
- 54 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)
1.11%
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
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Ugly trailing 12-month prints
Worst rolling year hit -22.8%. The best rolling year was +21.5%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Wins cluster in fewer months
Hit rate is only +42.6%. Gains arrive in bunches, so long red stretches are part of how this track works.
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Often below a prior high
Roughly 80% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-4.86%
Annualised Return
-1.10%
Hit Rate
42.59%
Maximum Drawdown
-26.65%
Annualised Volatility
13.37%
Sharpe Ratio
-0.02
Sortino Ratio
-0.07
Consistency Score
42.6%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 14.28%
- Worst Year Return P
- -18.69%
- Median Annual Return P
- 0.61%
- Average Monthly Return P
- -0.02%
- Geometric Mean Return P
- -0.09%
- Average Drawdown P
- -9.29%
- Median Drawdown P
- -6.52%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 7 mo
- Return / Max Drawdown P
- -0.04
- Return / Avg Drawdown P
- -0.12
- Ulcer Index P
- 13.21%
- Positive Rolling Periods % P
- 50.00%
- Return Stability Score P
- 25.91
- Return Persistence P
- 0.14
- Worst Rolling 12M Return P
- -22.75%
- Best Rolling 12M Return P
- 21.52%
- Maximum Monthly Loss P
- -10.77%
- Worst 3-Month Period P
- -16.22%
- Worst 6-Month Period P
- -22.75%
- Return Smoothness Index P
- 19.60
- Pain Adjusted Return P
- -0.12%
- Worst Case Investor Entry P
- -22.75%
- Capital Preservation Score P
- 73.35%
- Aggressiveness Score P
- 3.86%
- Recovery Efficiency P
- -0.02
- Downside Volatility R
- 9.15%
- Upside Volatility R
- 8.34%
- Time in Drawdown % R
- 79.63%
- VaR 95% R
- -6.37%
- VaR 99% R
- -9.00%
- CVaR 95% R
- -8.07%
- CVaR 99% R
- -10.77%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 9.49%
- CAGR per Unit Drawdown R
- -0.04
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -18.69%
- Return Skewness C
- -0.07
- Return Kurtosis C
- 1.04
- Coefficient of Variation C
- -204.32
- Calmar Ratio C
- -0.04
- Sterling Ratio C
- -0.04
- Burke Ratio C
- -0.03
Filings
Month-end SEBI filings. Missing months stay blank.
CA MFM Large-cap performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CA MFM Large-cap performed?
- CA MFM Large-cap (Pioneer Client Associates Private Limited) shows CAGR -1.10% and max drawdown -26.65% 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 MFM Large-cap CAGR / max drawdown?
- CAGR is -1.10%; max drawdown is -26.65%. We only publish CAGR when there are enough months (≥12 on this track of 54 months). Learn more
- Where do CA MFM Large-cap 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 MFM Large-cap?
- 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