Strength
Return covers the worst drop
Calmar of 0.87 means annualised return more than clears the deepest peak-to-trough on this track.
Capital Appreciation - Focused Leadership Portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Wealth Managers India Private Limited
Age: 67 months
Trailing return from filed months
- 1Y
- 10.91%
- 3Y
- 13.27%
- 5Y
- 10.36%
- CAGR
- 15.17%
- Max DD
- -17.45%
- Calmar
- 0.87
- Track
- 67 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)
13.70%
Rolling CAGR (5Y)
11.72%
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
Often below a prior high
Roughly 63% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Most holding windows finished up
78% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
113.33%
Annualised Return
15.17%
Hit Rate
58.21%
Maximum Drawdown
-17.45%
Annualised Volatility
16.19%
Sharpe Ratio
0.95
Sortino Ratio
1.06
Consistency Score
58.5%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 32.48%
- Worst Year Return P
- 1.75%
- Median Annual Return P
- 11.53%
- Average Monthly Return P
- 1.28%
- Geometric Mean Return P
- 1.17%
- Average Drawdown P
- -3.08%
- Median Drawdown P
- -1.48%
- Max Drawdown Duration P
- 13 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 13 mo
- Return / Max Drawdown P
- 0.87
- Return / Avg Drawdown P
- 4.88
- Ulcer Index P
- 5.02%
- Positive Rolling Periods % P
- 78.46%
- Return Stability Score P
- 21.40
- Return Persistence P
- -0.08
- Worst Rolling 12M Return P
- -6.64%
- Best Rolling 12M Return P
- 31.20%
- Maximum Monthly Loss P
- -13.27%
- Worst 3-Month Period P
- -14.77%
- Worst 6-Month Period P
- -16.23%
- Return Smoothness Index P
- 14.50
- Pain Adjusted Return P
- 4.88%
- Worst Case Investor Entry P
- -6.64%
- Capital Preservation Score P
- 82.55%
- Aggressiveness Score P
- 4.67%
- Recovery Efficiency P
- 0.80
- Downside Volatility R
- 10.17%
- Upside Volatility R
- 9.93%
- Time in Drawdown % R
- 63.08%
- VaR 95% R
- -6.41%
- VaR 99% R
- -9.59%
- CVaR 95% R
- -9.71%
- CVaR 99% R
- -13.27%
- Semi Variance R
- 0.0009
- Volatility of Drawdowns R
- 4.09%
- CAGR per Unit Drawdown R
- 0.86
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.75%
- Return Skewness C
- -0.19
- Return Kurtosis C
- 1.13
- Coefficient of Variation C
- 3.65
- Calmar Ratio C
- 0.87
- Sterling Ratio C
- 0.86
- Burke Ratio C
- 0.51
Filings
Month-end SEBI filings. Missing months stay blank.
Capital Appreciation - Focused Leadership Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation - Focused Leadership Portfolio performed?
- Capital Appreciation - Focused Leadership Portfolio (Wealth Managers India Private Limited) shows CAGR 15.17% and max drawdown -17.45% 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 Capital Appreciation - Focused Leadership Portfolio CAGR / max drawdown?
- CAGR is 15.17%; max drawdown is -17.45%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Capital Appreciation - Focused Leadership Portfolio 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 Capital Appreciation - Focused Leadership Portfolio?
- 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