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.
Platina Select 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: 16 months
Trailing return from filed months
- 1Y
- -3.92%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -7.11%
- Max DD
- -14.78%
- Calmar
- -0.48
- Track
- 16 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
Strength
Most holding windows finished up
80% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
-9.37%
Annualised Return
-7.11%
Hit Rate
50.00%
Maximum Drawdown
-14.78%
Annualised Volatility
14.90%
Sharpe Ratio
-0.48
Sortino Ratio
-0.37
Consistency Score
50.0%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 4.23%
- Worst Year Return P
- 4.23%
- Median Annual Return P
- 4.23%
- Average Monthly Return P
- -0.52%
- Geometric Mean Return P
- -0.61%
- Average Drawdown P
- -5.45%
- Median Drawdown P
- -4.07%
- Max Drawdown Duration P
- 4 mo
- Average Drawdown Duration P
- 4 mo
- Return / Max Drawdown P
- -0.48
- Return / Avg Drawdown P
- -1.31
- Ulcer Index P
- 5.46%
- Positive Rolling Periods % P
- 80.00%
- Worst Rolling 12M Return P
- -3.92%
- Best Rolling 12M Return P
- 14.24%
- Worst Case Investor Entry P
- -3.92%
- Maximum Monthly Loss P
- -11.32%
- Worst 3-Month Period P
- -13.05%
- Worst 6-Month Period P
- -10.82%
- Return Stability Score P
- 23.25
- Aggressiveness Score P
- 4.30%
- Return Smoothness Index P
- 19.40
- Capital Preservation Score P
- 31.25%
- Return Persistence P
- 0.15
- Recovery Efficiency P
- -0.48
- CAGR per Unit Drawdown R
- -0.48
- Downside Volatility R
- 18.98%
- Upside Volatility R
- 5.79%
- Time in Drawdown % R
- 68.75%
- VaR 95% R
- -11.32%
- CVaR 95% R
- -11.32%
- VaR 99% R
- -11.32%
- CVaR 99% R
- -11.32%
- Semi Variance R
- 0.0030
- Volatility of Drawdowns R
- 3.71%
- Equity Curve Convexity R
- 0.00
- Calmar Ratio C
- -0.48
- Sterling Ratio C
- -1.31
- Coefficient of Variation C
- 8.31
- Return Skewness C
- -0.77
- Return Kurtosis C
- 3.21
- Burke Ratio C
- -0.38
Filings
Month-end SEBI filings. Missing months stay blank.
PLATINA SELECT performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has PLATINA SELECT performed?
- PLATINA SELECT (LGT WEALTH INDIA PRIVATE LIMITED) shows CAGR -7.11% and max drawdown -14.78% 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 PLATINA SELECT CAGR / max drawdown?
- CAGR is -7.11%; max drawdown is -14.78%. We only publish CAGR when there are enough months (≥12 on this track of 16 months). Learn more
- Where do PLATINA SELECT 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 PLATINA SELECT?
- 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