Context
Too short for CAGR
Path return sits at +18.5%, but the series is still too short for a clean annualised figure. Rank it on path and hit rate until more months land.
Abakkus Curated Personalized Portfolio Strategy
Dormant · no recent filingsEQUITY
Strategy performance & returns
Age: 4 months · Sparse · 4 mo
Sparse track recordCore metrics not reported yet for this strategy.
- CAGR
- Not reported
- Max DD
- Not reported
- Calmar
- Not reported
- Track
- 4 mo
CAGR not reported: needs ≥12 filed months (this track has 4). · Max DD not reported: incomplete or ungated series for this window.
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
Strength
Shallow peak-to-trough
Worst drop was 0.0%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+100.0% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 100%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
18.50%
Hit Rate
100.00%
Maximum Drawdown
0.00%
Annualised Volatility
14.00%
Consistency Score
100.0%
PPerformance(13)RRisk(9)CConsistency(4)
- Average Monthly Return P
- 4.41%
- Geometric Mean Return P
- 4.34%
- Ulcer Index P
- 0.00%
- Return Stability Score P
- 24.75
- Return Persistence P
- -0.02
- Maximum Monthly Loss P
- 0.61%
- Worst 3-Month Period P
- 12.47%
- Return Smoothness Index P
- 16.35
- Capital Preservation Score P
- 100.00%
- Aggressiveness Score P
- 4.04%
- Downside Volatility R
- 0.00%
- Upside Volatility R
- 14.00%
- Time in Drawdown % R
- 0.00%
- VaR 95% R
- 0.61%
- VaR 99% R
- 0.61%
- CVaR 95% R
- 0.61%
- CVaR 99% R
- 0.61%
- Equity Curve Convexity R
- 0.02
- Return Skewness C
- 0.56
- Return Kurtosis C
- 1.72
- Coefficient of Variation C
- 0.92
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
Abakkus Curated Personalized Portfolio Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Abakkus Curated Personalized Portfolio Strategy performed?
- Abakkus Curated Personalized Portfolio Strategy (Abakkus Asset Manager Private Limited) shows CAGR Not reported and max drawdown Not reported on Know Your PMS from SEBI month-end TWRR filings. Incomplete windows stay Not reported. Learn more
- What is Abakkus Curated Personalized Portfolio Strategy CAGR / max drawdown?
- CAGR is Not reported; max drawdown is Not reported. We only publish CAGR when there are enough months (≥12 on this track of 4 months). Learn more
- Where do Abakkus Curated Personalized Portfolio 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/5Y and since-inception need enough consecutive monthlies. Sparse tracks stay honest. 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 2–3 for your own diligence. Learn more