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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.
Bluechip Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Tram Financial Services Private Limited
Age: 68 months
Trailing return from filed months
- 1Y
- -9.68%
- 3Y
- 3.99%
- 5Y
- 4.65%
- CAGR
- 8.41%
- Max DD
- -20.39%
- Calmar
- 0.41
- 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)
11.91%
Rolling CAGR (5Y)
7.89%
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
Total Return
62.00%
Annualised Return
8.41%
Hit Rate
57.35%
Maximum Drawdown
-20.39%
Annualised Volatility
13.26%
Sharpe Ratio
0.75
Sortino Ratio
0.63
Consistency Score
57.8%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 24.89%
- Worst Year Return P
- -11.31%
- Median Annual Return P
- 8.32%
- Average Monthly Return P
- 0.83%
- Geometric Mean Return P
- 0.76%
- Average Drawdown P
- -4.42%
- Median Drawdown P
- -2.66%
- Max Drawdown Duration P
- 20 mo
- Average Drawdown Duration P
- 7 mo
- Return / Max Drawdown P
- 0.41
- Return / Avg Drawdown P
- 2.14
- Ulcer Index P
- 7.44%
- Positive Rolling Periods % P
- 67.19%
- Return Stability Score P
- 26.12
- Return Persistence P
- -0.04
- Worst Rolling 12M Return P
- -8.68%
- Best Rolling 12M Return P
- 36.35%
- Maximum Monthly Loss P
- -12.49%
- Worst 3-Month Period P
- -16.48%
- Worst 6-Month Period P
- -16.47%
- Return Smoothness Index P
- 18.12
- Pain Adjusted Return P
- 2.14%
- Worst Case Investor Entry P
- -8.68%
- Capital Preservation Score P
- 79.61%
- Aggressiveness Score P
- 3.83%
- Recovery Efficiency P
- 0.21
- Downside Volatility R
- 10.29%
- Upside Volatility R
- 7.57%
- Time in Drawdown % R
- 67.19%
- VaR 95% R
- -5.47%
- VaR 99% R
- -8.08%
- CVaR 95% R
- -9.54%
- CVaR 99% R
- -10.44%
- Semi Variance R
- 0.0009
- Volatility of Drawdowns R
- 5.16%
- CAGR per Unit Drawdown R
- 0.46
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -11.31%
- Return Skewness C
- -0.74
- Return Kurtosis C
- 1.65
- Coefficient of Variation C
- 4.61
- Calmar Ratio C
- 0.41
- Sterling Ratio C
- 0.46
- Burke Ratio C
- 0.36
Filings
Month-end SEBI filings. Missing months stay blank.
Bluechip performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Bluechip performed?
- Bluechip (Tram Financial Services Private Limited) shows CAGR 8.41% and max drawdown -20.39% 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 Bluechip CAGR / max drawdown?
- CAGR is 8.41%; max drawdown is -20.39%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Bluechip 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 Bluechip?
- 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