Strength
Shallow peak-to-trough
Worst drop was -10.6%. Typical drawdowns ran nearer -1.6%. Milder than most equity PMS paths on file.
R. Wadiwala Ingenious Equity Portfolio [Ingenious] Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
R. WADIWALA SECURITIES PRIVATE LIMITED
Age: 10 months · Sparse · 10 mo
Sparse track recordNeeds 12 months
CAGR
-4.42
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
44.44
Win Ratio
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- Needs 12 months
- Max DD
- -10.57%
- Calmar
- Needs 12 months
- Track
- 10 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
Wins cluster in fewer months
Hit rate is only +40.0%. Gains arrive in bunches, so long red stretches are part of how this track works.
Total Return
5.26%
Annualised Return
Needs 12 months
Hit Rate
40.00%
Maximum Drawdown
-10.57%
Annualised Volatility
10.92%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
44.4%
Calmar Ratio
Needs 12 months
PPerformance(24)RRisk(12)CConsistency(8)
- Best Year Return P
- Needs 12 months
- Worst Year Return P
- Needs 12 months
- Median Annual Return P
- Needs 12 months
- Average Monthly Return P
- 0.61%
- Geometric Mean Return P
- 0.57%
- Average Drawdown P
- -1.61%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 3 mo
- Average Drawdown Duration P
- 3 mo
- Ulcer Index P
- 4.09%
- Return Stability Score P
- 31.71
- Return Persistence P
- -0.03
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- -4.42%
- Worst 3-Month Period P
- -3.92%
- Worst 6-Month Period P
- 4.12%
- Return Smoothness Index P
- 20.74
- Capital Preservation Score P
- 95.58%
- Aggressiveness Score P
- 3.15%
- Downside Volatility R
- 6.31%
- Upside Volatility R
- 5.31%
- Time in Drawdown % R
- 44.44%
- VaR 95% R
- -4.57%
- VaR 99% R
- -6.72%
- CVaR 95% R
- -4.57%
- CVaR 99% R
- -6.72%
- Semi Variance R
- 0.0003
- Volatility of Drawdowns R
- 2.00%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.01
- Return Kurtosis C
- -0.49
- Coefficient of Variation C
- 5.13
- Sharpe Stability C
- Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
R. Wadiwala Ingenious Equity Portfolio [Ingenious] performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has R. Wadiwala Ingenious Equity Portfolio [Ingenious] performed?
- R. Wadiwala Ingenious Equity Portfolio [Ingenious] (R. WADIWALA SECURITIES PRIVATE LIMITED) shows CAGR Needs 12 months and max drawdown -4.42% 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 R. Wadiwala Ingenious Equity Portfolio [Ingenious] CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is -4.42%. We only publish CAGR when there are enough months (≥12 on this track of 10 months). Learn more
- Where do R. Wadiwala Ingenious Equity Portfolio [Ingenious] 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 R. Wadiwala Ingenious Equity Portfolio [Ingenious]?
- 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