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Deep hole on the path
Max drawdown reached -57.6%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 23 months.
CA MFM Mid-cap 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: 53 months
Trailing return from filed months
- 1Y
- -50.83%
- 3Y
- -18.85%
- 5Y
- Needs 60 months
- CAGR
- -9.42%
- Max DD
- -57.56%
- Calmar
- -0.16
- Track
- 53 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)
-5.89%
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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A lot of bounce, little payoff
Vol ran at +25.6% annualised while Sharpe stayed at -0.22. You sat through noise that barely showed up in the result.
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Calendar year luck is real
Best year hit +27.5%. Worst calendar year was -51.4%. A +79% gap means the year you enter can dominate how the track feels.
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Ugly trailing 12-month prints
Worst rolling year hit -53.5%. The best rolling year was +31.8%, 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 +41.5%. Gains arrive in bunches, so long red stretches are part of how this track works.
Total Return
-35.40%
Annualised Return
-9.42%
Hit Rate
41.51%
Maximum Drawdown
-57.56%
Annualised Volatility
25.65%
Sharpe Ratio
-0.22
Sortino Ratio
-0.25
Consistency Score
41.5%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 27.51%
- Worst Year Return P
- -51.40%
- Median Annual Return P
- 0.17%
- Average Monthly Return P
- -0.46%
- Geometric Mean Return P
- -0.82%
- Average Drawdown P
- -16.72%
- Median Drawdown P
- -5.04%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 8 mo
- Return / Max Drawdown P
- -0.16
- Return / Avg Drawdown P
- -0.56
- Ulcer Index P
- 27.95%
- Positive Rolling Periods % P
- 50.94%
- Return Stability Score P
- 13.51
- Return Persistence P
- 0.23
- Worst Rolling 12M Return P
- -53.53%
- Best Rolling 12M Return P
- 31.78%
- Maximum Monthly Loss P
- -45.35%
- Worst 3-Month Period P
- -51.36%
- Worst 6-Month Period P
- -53.48%
- Return Smoothness Index P
- 10.81
- Pain Adjusted Return P
- -0.56%
- Worst Case Investor Entry P
- -53.53%
- Capital Preservation Score P
- 42.44%
- Aggressiveness Score P
- 7.40%
- Recovery Efficiency P
- -0.09
- Downside Volatility R
- 33.78%
- Upside Volatility R
- 8.57%
- Time in Drawdown % R
- 77.36%
- VaR 95% R
- -12.64%
- VaR 99% R
- -17.69%
- CVaR 95% R
- -45.35%
- CVaR 99% R
- -45.35%
- Semi Variance R
- 0.0095
- Volatility of Drawdowns R
- 22.61%
- CAGR per Unit Drawdown R
- -0.16
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -51.40%
- Return Skewness C
- -4.38
- Return Kurtosis C
- 26.30
- Coefficient of Variation C
- -15.94
- Calmar Ratio C
- -0.16
- Sterling Ratio C
- -0.16
- Burke Ratio C
- -0.16
Filings
Month-end SEBI filings. Missing months stay blank.
CA MFM MID-CAP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CA MFM MID-CAP performed?
- CA MFM MID-CAP (Pioneer Client Associates Private Limited) shows CAGR -9.42% and max drawdown -57.56% 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 MID-CAP CAGR / max drawdown?
- CAGR is -9.42%; max drawdown is -57.56%. We only publish CAGR when there are enough months (≥12 on this track of 53 months). Learn more
- Where do CA MFM MID-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 MID-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