Watch
Ugly trailing 12-month prints
Worst rolling year hit -19.5%. The best rolling year was +18.9%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Linea Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
LGT WEALTH INDIA PRIVATE LIMITED
Age: 27 months
Trailing return from filed months
- 1Y
- 6.10%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 1.55%
- Max DD
- -24.12%
- Calmar
- 0.06
- Track
- 27 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.
Read of the numbers
Reported metrics only · not advice
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Wins cluster in fewer months
Hit rate is only +37.0%. Gains arrive in bunches, so long red stretches are part of how this track works.
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.
Total Return
3.51%
Annualised Return
1.55%
Hit Rate
37.04%
Maximum Drawdown
-24.12%
Annualised Volatility
11.99%
Sharpe Ratio
0.13
Sortino Ratio
0.07
Consistency Score
37.0%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 15.49%
- Worst Year Return P
- -10.37%
- Median Annual Return P
- 2.56%
- Average Monthly Return P
- 0.19%
- Geometric Mean Return P
- 0.13%
- Average Drawdown P
- -17.59%
- Median Drawdown P
- -19.49%
- Max Drawdown Duration P
- 17 mo
- Average Drawdown Duration P
- 17 mo
- Return / Max Drawdown P
- 0.06
- Return / Avg Drawdown P
- 0.09
- Ulcer Index P
- 14.42%
- Positive Rolling Periods % P
- 25.00%
- Worst Rolling 12M Return P
- -19.49%
- Best Rolling 12M Return P
- 18.93%
- Worst Case Investor Entry P
- -19.49%
- Maximum Monthly Loss P
- -9.47%
- Worst 3-Month Period P
- -17.97%
- Worst 6-Month Period P
- -22.72%
- Return Stability Score P
- 28.89
- Aggressiveness Score P
- 3.46%
- Return Smoothness Index P
- 22.97
- Capital Preservation Score P
- 37.04%
- Return Persistence P
- 0.24
- Recovery Efficiency P
- 0.05
- CAGR per Unit Drawdown R
- 0.06
- Downside Volatility R
- 21.63%
- Upside Volatility R
- 5.91%
- Time in Drawdown % R
- 62.96%
- VaR 95% R
- -7.22%
- CVaR 95% R
- -8.35%
- VaR 99% R
- -9.47%
- CVaR 99% R
- -9.47%
- Semi Variance R
- 0.0039
- Volatility of Drawdowns R
- 4.55%
- Equity Curve Convexity R
- 0.00
- Calmar Ratio C
- 0.06
- Sterling Ratio C
- 0.09
- Coefficient of Variation C
- 18.29
- Return Skewness C
- -1.01
- Return Kurtosis C
- 4.29
- Burke Ratio C
- 0.06
Filings
Month-end SEBI filings. Missing months stay blank.
LINEA performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has LINEA performed?
- LINEA (LGT WEALTH INDIA PRIVATE LIMITED) shows CAGR 1.55% and max drawdown -24.12% 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 LINEA CAGR / max drawdown?
- CAGR is 1.55%; max drawdown is -24.12%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do LINEA 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 LINEA?
- 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