Watch
Often below a prior high
Roughly 69% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Q India Value Equity Strategy - Constrained V 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
- 1.48%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 7.09%
- Max DD
- -14.09%
- Calmar
- 0.50
- 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
Total Return
16.04%
Annualised Return
7.09%
Hit Rate
63.33%
Maximum Drawdown
-14.09%
Annualised Volatility
14.73%
Sharpe Ratio
0.54
Sortino Ratio
0.46
Consistency Score
65.4%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 16.73%
- Worst Year Return P
- -6.59%
- Median Annual Return P
- 6.42%
- Average Monthly Return P
- 0.66%
- Geometric Mean Return P
- 0.57%
- Average Drawdown P
- -3.99%
- Median Drawdown P
- -3.58%
- Max Drawdown Duration P
- 14 mo
- Average Drawdown Duration P
- 11 mo
- Return / Max Drawdown P
- 0.50
- Return / Avg Drawdown P
- 1.78
- Ulcer Index P
- 5.67%
- Positive Rolling Periods % P
- 42.31%
- Return Stability Score P
- 23.52
- Return Persistence P
- -0.04
- Worst Rolling 12M Return P
- -5.55%
- Best Rolling 12M Return P
- 12.49%
- Maximum Monthly Loss P
- -11.36%
- Worst 3-Month Period P
- -14.09%
- Worst 6-Month Period P
- -12.19%
- Return Smoothness Index P
- 16.65
- Pain Adjusted Return P
- 1.78%
- Worst Case Investor Entry P
- -5.55%
- Capital Preservation Score P
- 85.91%
- Aggressiveness Score P
- 4.25%
- Recovery Efficiency P
- 0.50
- Downside Volatility R
- 12.01%
- Upside Volatility R
- 8.58%
- Time in Drawdown % R
- 69.23%
- VaR 95% R
- -6.33%
- VaR 99% R
- -9.23%
- CVaR 95% R
- -8.99%
- CVaR 99% R
- -11.36%
- Semi Variance R
- 0.0012
- Volatility of Drawdowns R
- 4.08%
- CAGR per Unit Drawdown R
- 0.50
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -6.59%
- Return Skewness C
- -0.68
- Return Kurtosis C
- 1.83
- Coefficient of Variation C
- 6.42
- Calmar Ratio C
- 0.50
- Sterling Ratio C
- 0.50
- Burke Ratio C
- 0.36
Filings
Month-end SEBI filings. Missing months stay blank.
Q India Value Equity Strategy - Constrained V performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Q India Value Equity Strategy - Constrained V performed?
- Q India Value Equity Strategy - Constrained V (Quantum Advisors Pvtltd) shows CAGR 7.09% and max drawdown -14.09% 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 Value Equity Strategy - Constrained V CAGR / max drawdown?
- CAGR is 7.09%; max drawdown is -14.09%. We only publish CAGR when there are enough months (≥12 on this track of 30 months). Learn more
- Where do Q India Value Equity Strategy - Constrained V 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 Value Equity Strategy - Constrained V?
- 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