Watch
Deep hole on the path
Max drawdown reached -25.6%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 21 months. Getting back to prior peak took about 21 months.
- CAGR
- Not reported
- Max DD
- Not reported
- Calmar
- Not reported
- Track
- 39 mo
CAGR not reported: incomplete or ungated series for this window. · 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.
Rolling CAGR (3Y)
31.70%
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
Strength
Return covers the worst drop
Calmar of 1.90 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Often below a prior high
Roughly 62% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
262.03%
Annualised Return
48.57%
Hit Rate
64.10%
Maximum Drawdown
-25.62%
Annualised Volatility
68.39%
Sharpe Ratio
0.71
Sortino Ratio
2.42
Consistency Score
64.1%
PPerformance(30)RRisk(12)CConsistency(9)
- Best Year Return P
- 28.55%
- Worst Year Return P
- -5.47%
- Median Annual Return P
- 11.54%
- Average Monthly Return P
- 4.54%
- Geometric Mean Return P
- 3.35%
- Average Drawdown P
- -11.61%
- Median Drawdown P
- -12.21%
- Max Drawdown Duration P
- 21 mo
- Average Drawdown Duration P
- 8 mo
- Time to Recovery P
- 21 mo
- Return / Max Drawdown P
- 1.90
- Return / Avg Drawdown P
- 4.18
- Ulcer Index P
- 10.38%
- Positive Rolling Periods % P
- 60.71%
- Return Stability Score P
- 5.07
- Return Persistence P
- 0.07
- Worst Rolling 12M Return P
- -14.37%
- Best Rolling 12M Return P
- 128.30%
- Maximum Monthly Loss P
- -10.86%
- Worst 3-Month Period P
- -20.63%
- Worst 6-Month Period P
- -22.69%
- Return Smoothness Index P
- 3.66
- Worst Case Investor Entry P
- -14.37%
- Capital Preservation Score P
- 38.46%
- Aggressiveness Score P
- 19.74%
- Recovery Efficiency P
- 1.08
- Downside Volatility R
- 20.07%
- Upside Volatility R
- 79.95%
- Time in Drawdown % R
- 61.54%
- VaR 95% R
- -10.30%
- VaR 99% R
- -10.86%
- CVaR 95% R
- -10.58%
- CVaR 99% R
- -10.86%
- Semi Variance R
- 0.0034
- Volatility of Drawdowns R
- 6.35%
- CAGR per Unit Drawdown R
- 1.90
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 5.24
- Return Kurtosis C
- 31.22
- Coefficient of Variation C
- 4.35
- Calmar Ratio C
- 1.90
- Sterling Ratio C
- 4.18
- Burke Ratio C
- 1.87
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.
ISEC Aggressive Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ISEC Aggressive Portfolio performed?
- ISEC Aggressive Portfolio (Icici Securities 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 ISEC Aggressive Portfolio 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 39 months). Learn more
- Where do ISEC Aggressive 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/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