Methodology

How we calculate and publish every score

KnowYourPMS standardizes SEBI disclosures into a comparable format. We do not sell distribution, accept PMS commissions, or alter scoring based on commercial relationships.

Data sources

  • Primary source: public SEBI disclosures and PMS filings.
  • Monthly returns, AUM, and client counts are normalized by schema.
  • Each scorecard displays an explicit as-of month for freshness.

KYP score (v1.0)

Composite score blends CAGR, max drawdown, Sharpe, Sortino, and win ratio into a 0-100 scale with an A+ to D grade.

MetricWeight
CAGR25%
Max Drawdown25%
Sharpe Ratio20%
Sortino Ratio15%
Win Ratio15%

Exclusions and caveats

  • No forward-looking recommendations or target prices.
  • Style drift requires holding-level history and is flagged where available.
  • Upside/downside capture appears when benchmark return series is available.
  • Survivorship disclosure is maintained in the changelog with strategy lifecycle notes.

Public notebooks: github.com/knowyourpms