Strength
Shallow peak-to-trough
Worst drop was -6.5%. Typical drawdowns ran nearer -1.0%. Milder than most equity PMS paths on file.
Small CAP Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Solidarity Advisors Private Limited
Age: 12 months
Trailing return from filed months
- 1Y
- Not reported
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 16.69%
- Max DD
- -6.53%
- Calmar
- 2.55
- Track
- 12 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
Return covers the worst drop
Calmar of 2.55 means annualised return more than clears the deepest peak-to-trough on this track.
Strength
Most holding windows finished up
100% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
6.20%
Annualised Return
16.69%
Hit Rate
58.33%
Maximum Drawdown
-6.53%
Annualised Volatility
13.97%
Sharpe Ratio
0.92
Sortino Ratio
1.10
Consistency Score
50.0%
PPerformance(27)RRisk(12)CConsistency(9)
- Average Monthly Return P
- 1.08%
- Geometric Mean Return P
- 1.01%
- Average Drawdown P
- -0.99%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 7 mo
- Time to Recovery P
- 7 mo
- Return / Max Drawdown P
- 2.55
- Return / Avg Drawdown P
- 4.28
- Ulcer Index P
- 3.53%
- Positive Rolling Periods % P
- 100.00%
- Return Stability Score P
- 24.80
- Return Persistence P
- 0.45
- Worst Rolling 12M Return P
- 16.69%
- Best Rolling 12M Return P
- 16.69%
- Maximum Monthly Loss P
- -5.75%
- Worst 3-Month Period P
- -0.92%
- Worst 6-Month Period P
- 6.20%
- Return Smoothness Index P
- 24.79
- Worst Case Investor Entry P
- 16.69%
- Capital Preservation Score P
- 94.17%
- Aggressiveness Score P
- 4.03%
- Recovery Efficiency P
- 2.55
- Downside Volatility R
- 13.86%
- Upside Volatility R
- 5.36%
- Time in Drawdown % R
- 33.33%
- VaR 95% R
- -5.56%
- VaR 99% R
- -8.30%
- CVaR 95% R
- -5.75%
- CVaR 99% R
- -8.30%
- Semi Variance R
- 0.0016
- Volatility of Drawdowns R
- 2.37%
- CAGR per Unit Drawdown R
- 2.55
- Equity Curve Convexity R
- 0.01
- Return Skewness C
- -0.91
- Return Kurtosis C
- 0.77
- Coefficient of Variation C
- 3.75
- Calmar Ratio C
- 2.55
- Sterling Ratio C
- 4.28
- Burke Ratio C
- 2.55
Filings
Month-end SEBI filings. Missing months stay blank.
SMALL CAP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SMALL CAP performed?
- SMALL CAP (Solidarity Advisors Private Limited) shows CAGR 16.69% and max drawdown -6.53% 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 SMALL CAP CAGR / max drawdown?
- CAGR is 16.69%; max drawdown is -6.53%. We only publish CAGR when there are enough months (≥12 on this track of 12 months). Learn more
- Where do SMALL CAP 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 SMALL CAP?
- 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