Strength
Paid well for the ride
Sharpe of 1.55 means return more than paid for the volatility on this sample. Sortino sits at 1.66.
Q India Sovereign Focus Bond Strategy Performance
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
- 3.66%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 5.39%
- Max DD
- -2.30%
- Calmar
- 2.34
- 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
Strength
Shallow peak-to-trough
Worst drop was -2.3%. Typical drawdowns ran nearer -0.4%. Milder than most equity PMS paths on file.
Watch
Often below a prior high
Roughly 46% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+70.0% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 73%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
12.23%
Annualised Return
5.39%
Hit Rate
70.00%
Maximum Drawdown
-2.30%
Annualised Volatility
3.47%
Sharpe Ratio
1.55
Sortino Ratio
1.66
Consistency Score
73.1%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 6.45%
- Worst Year Return P
- -0.38%
- Median Annual Return P
- 5.83%
- Average Monthly Return P
- 0.45%
- Geometric Mean Return P
- 0.44%
- Average Drawdown P
- -0.41%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 6 mo
- Average Drawdown Duration P
- 2 mo
- Time to Recovery P
- 6 mo
- Return / Max Drawdown P
- 2.34
- Return / Avg Drawdown P
- 13.23
- Ulcer Index P
- 0.72%
- Positive Rolling Periods % P
- 57.69%
- Return Stability Score P
- 99.78
- Return Persistence P
- -0.07
- Worst Rolling 12M Return P
- 0.43%
- Best Rolling 12M Return P
- 11.84%
- Maximum Monthly Loss P
- -1.74%
- Worst 3-Month Period P
- -2.30%
- Worst 6-Month Period P
- -0.30%
- Return Smoothness Index P
- 66.76
- Pain Adjusted Return P
- 13.23%
- Worst Case Investor Entry P
- 0.43%
- Capital Preservation Score P
- 97.70%
- Aggressiveness Score P
- 1.00%
- Recovery Efficiency P
- 2.34
- Downside Volatility R
- 2.08%
- Upside Volatility R
- 2.10%
- Time in Drawdown % R
- 46.15%
- VaR 95% R
- -1.20%
- VaR 99% R
- -1.88%
- CVaR 95% R
- -1.62%
- CVaR 99% R
- -1.88%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.62%
- CAGR per Unit Drawdown R
- 2.38
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.38%
- Return Skewness C
- -0.35
- Return Kurtosis C
- 0.32
- Coefficient of Variation C
- 2.23
- Calmar Ratio C
- 2.34
- Sterling Ratio C
- 2.38
- Burke Ratio C
- 1.68
Filings
Month-end SEBI filings. Missing months stay blank.
Q India Sovereign Focus Bond Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Q India Sovereign Focus Bond Strategy performed?
- Q India Sovereign Focus Bond Strategy (Quantum Advisors Pvtltd) shows CAGR 5.39% and max drawdown -2.30% 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 Sovereign Focus Bond Strategy CAGR / max drawdown?
- CAGR is 5.39%; max drawdown is -2.30%. We only publish CAGR when there are enough months (≥12 on this track of 30 months). Learn more
- Where do Q India Sovereign Focus Bond 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 Sovereign Focus Bond 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