Watch
A lot of bounce, little payoff
Vol ran at +20.1% annualised while Sharpe stayed at 0.39. You sat through noise that barely showed up in the result.
Q India Small Cap Strategy Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Quantum Advisors Pvtltd
Age: 30 months
Trailing return from filed months
- 1Y
- 9.09%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 9.82%
- Max DD
- -18.38%
- Calmar
- 0.53
- Track
- 30 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 77% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
13.57%
Annualised Return
9.82%
Hit Rate
60.00%
Maximum Drawdown
-18.38%
Annualised Volatility
20.10%
Sharpe Ratio
0.39
Sortino Ratio
0.54
Consistency Score
53.8%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 13.60%
- Worst Year Return P
- -4.37%
- Median Annual Return P
- 4.54%
- Average Monthly Return P
- 0.65%
- Geometric Mean Return P
- 0.49%
- Average Drawdown P
- -4.37%
- Median Drawdown P
- -2.45%
- Max Drawdown Duration P
- 10 mo
- Average Drawdown Duration P
- 6 mo
- Time to Recovery P
- 9 mo
- Return / Max Drawdown P
- 0.53
- Return / Avg Drawdown P
- 1.38
- Ulcer Index P
- 6.43%
- Positive Rolling Periods % P
- 46.15%
- Return Stability Score P
- 17.24
- Return Persistence P
- -0.13
- Worst Rolling 12M Return P
- -3.13%
- Best Rolling 12M Return P
- 18.53%
- Maximum Monthly Loss P
- -12.89%
- Worst 3-Month Period P
- -16.21%
- Worst 6-Month Period P
- -18.38%
- Return Smoothness Index P
- 11.90
- Pain Adjusted Return P
- 1.38%
- Worst Case Investor Entry P
- -3.13%
- Capital Preservation Score P
- 81.62%
- Aggressiveness Score P
- 5.80%
- Recovery Efficiency P
- 0.53
- Downside Volatility R
- 12.88%
- Upside Volatility R
- 14.78%
- Time in Drawdown % R
- 76.92%
- VaR 95% R
- -8.89%
- VaR 99% R
- -12.84%
- CVaR 95% R
- -12.89%
- CVaR 99% R
- -12.89%
- Semi Variance R
- 0.0014
- Volatility of Drawdowns R
- 5.42%
- CAGR per Unit Drawdown R
- 0.33
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -4.37%
- Return Skewness C
- 0.11
- Return Kurtosis C
- 0.82
- Coefficient of Variation C
- 8.91
- Calmar Ratio C
- 0.53
- Sterling Ratio C
- 0.33
- Burke Ratio C
- 0.39
Filings
Month-end SEBI filings. Missing months stay blank.
Q India Small Cap Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Q India Small Cap Strategy performed?
- Q India Small Cap Strategy (Quantum Advisors Pvtltd) shows CAGR 9.82% and max drawdown -18.38% 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 Q India Small Cap Strategy CAGR / max drawdown?
- CAGR is 9.82%; max drawdown is -18.38%. We only publish CAGR when there are enough months (≥12 on this track of 30 months). Learn more
- Where do Q India Small Cap Strategy 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 Q India Small Cap Strategy?
- 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