Watch
Often below a prior high
Roughly 56% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Sapient Tamohara Multi Asset Strategy Performance
MULTI ASSETNSE MAI 2
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Tamohara Investment Managers Private Limited
Age: 42 months
Trailing return from filed months
- 1Y
- -0.11%
- 3Y
- 7.71%
- 5Y
- Needs 60 months
- CAGR
- 10.36%
- Max DD
- -13.25%
- Calmar
- 0.78
- Track
- 42 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)
9.82%
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
Strength
Green months were normal
+71.4% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 73%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
48.95%
Annualised Return
10.36%
Hit Rate
71.43%
Maximum Drawdown
-13.25%
Annualised Volatility
11.51%
Sharpe Ratio
1.07
Sortino Ratio
0.68
Consistency Score
73.2%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 21.57%
- Worst Year Return P
- -0.13%
- Median Annual Return P
- 10.78%
- Average Monthly Return P
- 1.03%
- Geometric Mean Return P
- 0.98%
- Average Drawdown P
- -2.45%
- Median Drawdown P
- -0.30%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 6 mo
- Time to Recovery P
- 12 mo
- Return / Max Drawdown P
- 0.78
- Return / Avg Drawdown P
- 5.05
- Ulcer Index P
- 4.26%
- Positive Rolling Periods % P
- 65.85%
- Return Stability Score P
- 30.08
- Return Persistence P
- -0.13
- Worst Rolling 12M Return P
- -2.67%
- Best Rolling 12M Return P
- 28.55%
- Maximum Monthly Loss P
- -11.51%
- Worst 3-Month Period P
- -12.88%
- Worst 6-Month Period P
- -11.49%
- Return Smoothness Index P
- 19.80
- Pain Adjusted Return P
- 5.05%
- Worst Case Investor Entry P
- -2.67%
- Capital Preservation Score P
- 86.75%
- Aggressiveness Score P
- 3.32%
- Recovery Efficiency P
- 0.78
- Downside Volatility R
- 11.79%
- Upside Volatility R
- 6.40%
- Time in Drawdown % R
- 56.10%
- VaR 95% R
- -4.44%
- VaR 99% R
- -6.70%
- CVaR 95% R
- -7.36%
- CVaR 99% R
- -11.51%
- Semi Variance R
- 0.0012
- Volatility of Drawdowns R
- 3.49%
- CAGR per Unit Drawdown R
- 0.93
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.13%
- Return Skewness C
- -1.30
- Return Kurtosis C
- 4.74
- Coefficient of Variation C
- 3.22
- Calmar Ratio C
- 0.78
- Sterling Ratio C
- 0.93
- Burke Ratio C
- 0.56
Filings
Month-end SEBI filings. Missing months stay blank.
SAPIENT TAMOHARA MULTI ASSET STRATEGY performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SAPIENT TAMOHARA MULTI ASSET STRATEGY performed?
- SAPIENT TAMOHARA MULTI ASSET STRATEGY (Tamohara Investment Managers Private Limited) shows CAGR 10.36% and max drawdown -13.25% 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 SAPIENT TAMOHARA MULTI ASSET STRATEGY CAGR / max drawdown?
- CAGR is 10.36%; max drawdown is -13.25%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do SAPIENT TAMOHARA MULTI ASSET STRATEGY 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 SAPIENT TAMOHARA MULTI ASSET STRATEGY?
- 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