Value Investing

EQUITY

Strategy performance & returns

Age: 4 months · Sparse · 4 mo

Sparse track record

Core 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
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Research sheet

Monthly tearsheet

Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.

Open full-page tearsheet

Read of the numbers

Reported metrics only · not advice

Context

Too short for CAGR

Path return sits at +5.6%, but the series is still too short for a clean annualised figure. Rank it on path and hit rate until more months land.

Strength

Shallow peak-to-trough

Worst drop was -1.8%. Typical drawdowns ran nearer -1.8%. Milder than most equity PMS paths on file.

Total Return

5.60%

Hit Rate

50.00%

Maximum Drawdown

-1.80%

Annualised Volatility

9.26%

Consistency Score

50.0%

PPerformance(17)RRisk(10)CConsistency(4)
Average Monthly Return
P
1.41%
Geometric Mean Return
P
1.37%
Average Drawdown
P
-1.80%
Median Drawdown
P
-1.80%
Max Drawdown Duration
P
1 mo
Average Drawdown Duration
P
1 mo
Ulcer Index
P
0.90%
Return Stability Score
P
37.40
Return Persistence
P
-0.34
Maximum Monthly Loss
P
-1.80%
Worst 3-Month Period
P
5.60%
Return Smoothness Index
P
23.55
Capital Preservation Score
P
75.00%
Aggressiveness Score
P
2.67%
Downside Volatility
R
6.24%
Upside Volatility
R
5.84%
Time in Drawdown %
R
25.00%
VaR 95%
R
-1.80%
VaR 99%
R
-1.80%
CVaR 95%
R
-1.80%
CVaR 99%
R
-1.80%
Semi Variance
R
0.0003
Equity Curve Convexity
R
-0.04
Return Skewness
C
0.37
Return Kurtosis
C
1.78
Coefficient of Variation
C
1.90

Disclosure & provenance

Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).

As of…

SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.

Latest available period: Not available

Freshness rules and exclusions are documented on Methodology.

Value Investing performance FAQ

Live figures from the scorecard above. Full definitions on the metrics explainer.

How has Value Investing performed?
Value Investing (Laurel Securities 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 Value Investing 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 Value Investing 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