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Deep hole on the path
Max drawdown reached -25.8%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 25 months.
Growth NRI-FPI Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Smc Global Securities Limited
Age: 68 months
Trailing return from filed months
- 1Y
- 9.76%
- 3Y
- 12.61%
- 5Y
- 10.21%
- CAGR
- 13.93%
- Max DD
- -25.81%
- Calmar
- 0.54
- Track
- 68 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.
Rolling CAGR (3Y)
15.81%
Rolling CAGR (5Y)
11.01%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
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Often below a prior high
Roughly 71% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
109.39%
Annualised Return
13.93%
Hit Rate
58.82%
Maximum Drawdown
-25.81%
Annualised Volatility
17.51%
Sharpe Ratio
0.83
Sortino Ratio
0.84
Consistency Score
58.8%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 27.28%
- Worst Year Return P
- -4.20%
- Median Annual Return P
- 17.43%
- Average Monthly Return P
- 1.22%
- Geometric Mean Return P
- 1.09%
- Average Drawdown P
- -6.14%
- Median Drawdown P
- -3.82%
- Max Drawdown Duration P
- 25 mo
- Average Drawdown Duration P
- 10 mo
- Return / Max Drawdown P
- 0.54
- Return / Avg Drawdown P
- 2.27
- Ulcer Index P
- 9.00%
- Positive Rolling Periods % P
- 64.71%
- Return Stability Score P
- 19.78
- Return Persistence P
- 0.01
- Worst Rolling 12M Return P
- -12.64%
- Best Rolling 12M Return P
- 50.04%
- Maximum Monthly Loss P
- -13.67%
- Worst 3-Month Period P
- -20.92%
- Worst 6-Month Period P
- -25.81%
- Return Smoothness Index P
- 14.04
- Pain Adjusted Return P
- 2.27%
- Worst Case Investor Entry P
- -12.64%
- Capital Preservation Score P
- 74.19%
- Aggressiveness Score P
- 5.06%
- Recovery Efficiency P
- 0.26
- Downside Volatility R
- 11.29%
- Upside Volatility R
- 11.18%
- Time in Drawdown % R
- 70.59%
- VaR 95% R
- -7.10%
- VaR 99% R
- -10.54%
- CVaR 95% R
- -10.57%
- CVaR 99% R
- -13.67%
- Semi Variance R
- 0.0011
- Volatility of Drawdowns R
- 6.64%
- CAGR per Unit Drawdown R
- 0.54
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -4.20%
- Return Skewness C
- -0.16
- Return Kurtosis C
- 0.74
- Coefficient of Variation C
- 4.15
- Calmar Ratio C
- 0.54
- Sterling Ratio C
- 0.54
- Burke Ratio C
- 0.43
Filings
Month-end SEBI filings. Missing months stay blank.
Growth NRI-FPI performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Growth NRI-FPI performed?
- Growth NRI-FPI (Smc Global Securities Limited) shows CAGR 13.93% and max drawdown -25.81% 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 Growth NRI-FPI CAGR / max drawdown?
- CAGR is 13.93%; max drawdown is -25.81%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Growth NRI-FPI 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 Growth NRI-FPI?
- 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