Strength
Return covers the worst drop
Calmar of 1.03 means annualised return more than clears the deepest peak-to-trough on this track.
Sykes AND RAY Equities India Ltd- SRE PE Shield Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
SYKES and RAY EQUITIES INDIA LIMITED
Age: 25 months
Trailing return from filed months
- 1Y
- 3.23%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 13.89%
- Max DD
- -13.51%
- Calmar
- 1.03
- Track
- 25 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
31.13%
Annualised Return
13.89%
Hit Rate
60.00%
Maximum Drawdown
-13.51%
Annualised Volatility
12.36%
Sharpe Ratio
1.12
Sortino Ratio
1.29
Consistency Score
60.0%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 25.25%
- Worst Year Return P
- -2.79%
- Median Annual Return P
- 7.69%
- Average Monthly Return P
- 1.15%
- Geometric Mean Return P
- 1.09%
- Average Drawdown P
- -1.92%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 4 mo
- Average Drawdown Duration P
- 2 mo
- Return / Max Drawdown P
- 1.03
- Return / Avg Drawdown P
- 7.25
- Ulcer Index P
- 4.44%
- Positive Rolling Periods % P
- 56.00%
- Return Stability Score P
- 28.04
- Return Persistence P
- 0.26
- Worst Rolling 12M Return P
- 3.23%
- Best Rolling 12M Return P
- 38.33%
- Maximum Monthly Loss P
- -8.01%
- Worst 3-Month Period P
- -11.03%
- Worst 6-Month Period P
- -12.61%
- Return Smoothness Index P
- 23.21
- Pain Adjusted Return P
- 7.25%
- Worst Case Investor Entry P
- 3.23%
- Capital Preservation Score P
- 86.49%
- Aggressiveness Score P
- 3.57%
- Recovery Efficiency P
- 1.03
- Downside Volatility R
- 7.83%
- Upside Volatility R
- 7.54%
- Time in Drawdown % R
- 40.00%
- VaR 95% R
- -4.72%
- VaR 99% R
- -7.15%
- CVaR 95% R
- -8.01%
- CVaR 99% R
- -8.01%
- Semi Variance R
- 0.0005
- Volatility of Drawdowns R
- 3.88%
- CAGR per Unit Drawdown R
- 1.03
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -2.79%
- Return Skewness C
- -0.39
- Return Kurtosis C
- 0.27
- Coefficient of Variation C
- 3.10
- Calmar Ratio C
- 1.03
- Sterling Ratio C
- 1.03
- Burke Ratio C
- 0.96
Filings
Month-end SEBI filings. Missing months stay blank.
SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD performed?
- SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD (SYKES and RAY EQUITIES INDIA LIMITED) shows CAGR 13.89% and max drawdown -13.51% 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 SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD CAGR / max drawdown?
- CAGR is 13.89%; max drawdown is -13.51%. We only publish CAGR when there are enough months (≥12 on this track of 25 months). Learn more
- Where do SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD 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 SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD?
- 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