Strength
Shallow peak-to-trough
Worst drop was -5.2%. Typical drawdowns ran nearer -0.2%. Milder than most equity PMS paths on file.
Wealth Optimiser ( Aggressive Scheme)1 Performance
EQUITY
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
SHRIRAM FINANCIAL SERVICES PRIVATE LIMITED
Age: 4 months · Sparse · 4 mo
Sparse track recordNeeds 12 months
CAGR
-0.55
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
33.33
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
- -5.21%
- Calmar
- Needs 12 months
- Track
- 4 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 +25.0%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 67% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
0.85%
Annualised Return
Needs 12 months
Hit Rate
25.00%
Maximum Drawdown
-5.21%
Annualised Volatility
3.42%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
33.3%
Calmar Ratio
Needs 12 months
PPerformance(23)RRisk(11)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
- 0.29%
- Geometric Mean Return P
- 0.28%
- Average Drawdown P
- -0.22%
- Median Drawdown P
- -0.10%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 3 mo
- Ulcer Index P
- 2.62%
- Return Stability Score P
- 101.17
- Return Persistence P
- 1.00
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- -0.45%
- Worst 3-Month Period P
- 0.85%
- Return Smoothness Index P
- 121.91
- Capital Preservation Score P
- 99.45%
- Aggressiveness Score P
- 0.99%
- Downside Volatility R
- 0.86%
- Time in Drawdown % R
- 66.67%
- VaR 95% R
- -1.34%
- VaR 99% R
- -2.01%
- CVaR 95% R
- -1.34%
- CVaR 99% R
- -2.01%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.29%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- -0.02
- Return Skewness C
- 1.49
- Return Kurtosis C
- 2.15
- Coefficient of Variation C
- 3.45
- Sharpe Stability C
- Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 performed?
- WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 (SHRIRAM FINANCIAL SERVICES PRIVATE LIMITED) shows CAGR Needs 12 months and max drawdown -0.55% 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 WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is -0.55%. We only publish CAGR when there are enough months (≥12 on this track of 4 months). Learn more
- Where do WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 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 WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1?
- 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