Watch
A lot of bounce, little payoff
Vol ran at +15.9% annualised while Sharpe stayed at 0.10. You sat through noise that barely showed up in the result.
Maxima Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
LGT WEALTH INDIA PRIVATE LIMITED
Age: 29 months
Trailing return from filed months
- 1Y
- -6.94%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 1.55%
- Max DD
- -22.81%
- Calmar
- 0.07
- Track
- 29 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
Watch
Ugly trailing 12-month prints
Worst rolling year hit -15.3%. The best rolling year was +27.6%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Often below a prior high
Roughly 69% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
3.78%
Annualised Return
1.55%
Hit Rate
62.07%
Maximum Drawdown
-22.81%
Annualised Volatility
15.85%
Sharpe Ratio
0.10
Sortino Ratio
0.08
Consistency Score
62.1%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 12.27%
- Worst Year Return P
- -3.04%
- Median Annual Return P
- 4.61%
- Average Monthly Return P
- 0.23%
- Geometric Mean Return P
- 0.13%
- Average Drawdown P
- -12.36%
- Median Drawdown P
- -12.80%
- Max Drawdown Duration P
- 18 mo
- Average Drawdown Duration P
- 10 mo
- Return / Max Drawdown P
- 0.07
- Return / Avg Drawdown P
- 0.13
- Ulcer Index P
- 11.17%
- Positive Rolling Periods % P
- 50.00%
- Worst Rolling 12M Return P
- -15.33%
- Best Rolling 12M Return P
- 27.57%
- Worst Case Investor Entry P
- -15.33%
- Maximum Monthly Loss P
- -11.70%
- Worst 3-Month Period P
- -16.92%
- Worst 6-Month Period P
- -18.40%
- Return Stability Score P
- 21.85
- Aggressiveness Score P
- 4.58%
- Return Smoothness Index P
- 17.69
- Capital Preservation Score P
- 31.03%
- Return Persistence P
- 0.13
- Recovery Efficiency P
- 0.05
- CAGR per Unit Drawdown R
- 0.07
- Downside Volatility R
- 18.90%
- Upside Volatility R
- 9.09%
- Time in Drawdown % R
- 68.97%
- VaR 95% R
- -10.06%
- CVaR 95% R
- -10.88%
- VaR 99% R
- -11.70%
- CVaR 99% R
- -11.70%
- Semi Variance R
- 0.0030
- Volatility of Drawdowns R
- 5.30%
- Equity Curve Convexity R
- -0.01
- Calmar Ratio C
- 0.07
- Sterling Ratio C
- 0.13
- Coefficient of Variation C
- 19.52
- Return Skewness C
- -0.49
- Return Kurtosis C
- 3.90
- Burke Ratio C
- 0.07
Filings
Month-end SEBI filings. Missing months stay blank.
Maxima performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Maxima performed?
- Maxima (LGT WEALTH INDIA PRIVATE LIMITED) shows CAGR 1.55% and max drawdown -22.81% 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 Maxima CAGR / max drawdown?
- CAGR is 1.55%; max drawdown is -22.81%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do Maxima 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 Maxima?
- 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