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Often below a prior high
Roughly 75% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
APJ Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Unifi Capital Private Limited
Age: 17 months
Trailing return from filed months
- 1Y
- 8.80%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 11.33%
- Max DD
- -17.27%
- Calmar
- 0.66
- Track
- 17 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
17.95%
Annualised Return
11.33%
Hit Rate
58.82%
Maximum Drawdown
-17.27%
Annualised Volatility
17.75%
Sharpe Ratio
0.78
Sortino Ratio
0.72
Consistency Score
62.5%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 9.77%
- Worst Year Return P
- 7.45%
- Median Annual Return P
- 8.61%
- Average Monthly Return P
- 1.16%
- Geometric Mean Return P
- 1.04%
- Average Drawdown P
- -3.86%
- Median Drawdown P
- -1.98%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 7 mo
- Time to Recovery P
- 12 mo
- Return / Max Drawdown P
- 0.66
- Return / Avg Drawdown P
- 3.41
- Ulcer Index P
- 5.67%
- Positive Rolling Periods % P
- 25.00%
- Return Stability Score P
- 19.51
- Return Persistence P
- -0.06
- Worst Rolling 12M Return P
- -1.76%
- Best Rolling 12M Return P
- 10.76%
- Maximum Monthly Loss P
- -10.58%
- Worst 3-Month Period P
- -15.47%
- Worst 6-Month Period P
- -13.29%
- Return Smoothness Index P
- 13.30
- Pain Adjusted Return P
- 3.41%
- Worst Case Investor Entry P
- -1.76%
- Capital Preservation Score P
- 82.73%
- Aggressiveness Score P
- 5.12%
- Recovery Efficiency P
- 0.66
- Downside Volatility R
- 12.10%
- Upside Volatility R
- 11.78%
- Time in Drawdown % R
- 75.00%
- VaR 95% R
- -7.27%
- VaR 99% R
- -10.76%
- CVaR 95% R
- -10.58%
- CVaR 99% R
- -10.76%
- Semi Variance R
- 0.0012
- Volatility of Drawdowns R
- 4.52%
- CAGR per Unit Drawdown R
- 0.76
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 7.45%
- Return Skewness C
- -0.22
- Return Kurtosis C
- 1.19
- Coefficient of Variation C
- 4.42
- Calmar Ratio C
- 0.66
- Sterling Ratio C
- 0.76
- Burke Ratio C
- 0.65
Filings
Month-end SEBI filings. Missing months stay blank.
APJ performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has APJ performed?
- APJ (Unifi Capital Private Limited) shows CAGR 11.33% and max drawdown -17.27% 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 APJ CAGR / max drawdown?
- CAGR is 11.33%; max drawdown is -17.27%. We only publish CAGR when there are enough months (≥12 on this track of 17 months). Learn more
- Where do APJ 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 APJ?
- 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