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Deep hole on the path
Max drawdown reached -27.9%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 24 months. Getting back to prior peak took about 24 months.
ValPro Balanced B PMS Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Value Prolific Investments And Consulting Private Limited
Age: 62 months
Trailing return from filed months
- 1Y
- 9.63%
- 3Y
- 14.21%
- 5Y
- Not reported
- CAGR
- 5.96%
- Max DD
- -27.87%
- Calmar
- 0.21
- Track
- 62 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)
9.49%
Rolling CAGR (5Y)
6.67%
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
Watch
Ugly trailing 12-month prints
Worst rolling year hit -27.9%. The best rolling year was +42.4%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Often below a prior high
Roughly 74% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
40.01%
Annualised Return
5.96%
Hit Rate
58.06%
Maximum Drawdown
-27.87%
Annualised Volatility
16.86%
Sharpe Ratio
0.48
Sortino Ratio
0.34
Consistency Score
59.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 14.86%
- Worst Year Return P
- -12.05%
- Median Annual Return P
- 8.57%
- Average Monthly Return P
- 0.67%
- Geometric Mean Return P
- 0.55%
- Average Drawdown P
- -6.78%
- Median Drawdown P
- -4.31%
- Max Drawdown Duration P
- 24 mo
- Average Drawdown Duration P
- 12 mo
- Time to Recovery P
- 24 mo
- Return / Max Drawdown P
- 0.21
- Return / Avg Drawdown P
- 1.01
- Ulcer Index P
- 9.89%
- Positive Rolling Periods % P
- 54.10%
- Return Stability Score P
- 20.54
- Return Persistence P
- -0.03
- Worst Rolling 12M Return P
- -27.87%
- Best Rolling 12M Return P
- 42.40%
- Maximum Monthly Loss P
- -11.24%
- Worst 3-Month Period P
- -21.72%
- Worst 6-Month Period P
- -23.15%
- Return Smoothness Index P
- 14.22
- Pain Adjusted Return P
- 1.01%
- Worst Case Investor Entry P
- -27.87%
- Capital Preservation Score P
- 72.13%
- Aggressiveness Score P
- 4.87%
- Recovery Efficiency P
- 0.11
- Downside Volatility R
- 10.29%
- Upside Volatility R
- 11.87%
- Time in Drawdown % R
- 73.77%
- VaR 95% R
- -7.34%
- VaR 99% R
- -10.66%
- CVaR 95% R
- -9.82%
- CVaR 99% R
- -11.24%
- Semi Variance R
- 0.0009
- Volatility of Drawdowns R
- 7.35%
- CAGR per Unit Drawdown R
- 0.25
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -12.05%
- Return Skewness C
- 0.32
- Return Kurtosis C
- 2.03
- Coefficient of Variation C
- 7.28
- Calmar Ratio C
- 0.21
- Sterling Ratio C
- 0.25
- Burke Ratio C
- 0.19
Filings
Month-end SEBI filings. Missing months stay blank.
ValPro Balanced B PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ValPro Balanced B PMS performed?
- ValPro Balanced B PMS (Value Prolific Investments And Consulting Private Limited) shows CAGR 5.96% and max drawdown -27.87% 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 ValPro Balanced B PMS CAGR / max drawdown?
- CAGR is 5.96%; max drawdown is -27.87%. We only publish CAGR when there are enough months (≥12 on this track of 62 months). Learn more
- Where do ValPro Balanced B PMS 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 ValPro Balanced B PMS?
- 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