Strength
Paid well for the ride
Sharpe of 8.24 means return more than paid for the volatility on this sample.
Prima Flexi Debt 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: 24 months
Trailing return from filed months
- 1Y
- 9.06%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 9.40%
- Max DD
- 0.00%
- Calmar
- Not reported
- Track
- 24 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
Shallow peak-to-trough
Worst drop was 0.0%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+91.7% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 92%. Month-to-month results did not whip around as much as a typical equity book.
Strength
Most holding windows finished up
100% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
19.69%
Annualised Return
9.40%
Hit Rate
91.67%
Maximum Drawdown
0.00%
Annualised Volatility
1.14%
Sharpe Ratio
8.24
Consistency Score
91.7%
PPerformance(22)RRisk(9)CConsistency(5)
- Best Year Return P
- 10.38%
- Worst Year Return P
- 10.38%
- Median Annual Return P
- 10.38%
- Average Monthly Return P
- 0.75%
- Geometric Mean Return P
- 0.75%
- Ulcer Index P
- 0.00%
- Positive Rolling Periods % P
- 100.00%
- Worst Rolling 12M Return P
- 9.06%
- Best Rolling 12M Return P
- 11.61%
- Worst Case Investor Entry P
- 9.06%
- Maximum Monthly Loss P
- 0.00%
- Worst 3-Month Period P
- 1.43%
- Worst 6-Month Period P
- 3.82%
- Return Stability Score P
- 303.46
- Aggressiveness Score P
- 0.33%
- Return Smoothness Index P
- 227.46
- Capital Preservation Score P
- 100.00%
- Return Persistence P
- -0.10
- Downside Volatility R
- 0.00%
- Upside Volatility R
- 0.87%
- Time in Drawdown % R
- 0.00%
- VaR 95% R
- 0.00%
- CVaR 95% R
- 0.00%
- VaR 99% R
- 0.00%
- CVaR 99% R
- 0.00%
- Equity Curve Convexity R
- 0.00
- Coefficient of Variation C
- 0.44
- Return Skewness C
- -0.57
- Return Kurtosis C
- 3.29
Filings
Month-end SEBI filings. Missing months stay blank.
PRIMA FLEXI DEBT performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has PRIMA FLEXI DEBT performed?
- PRIMA FLEXI DEBT (LGT WEALTH INDIA PRIVATE LIMITED) shows CAGR 9.40% and max drawdown 0.00% 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 PRIMA FLEXI DEBT CAGR / max drawdown?
- CAGR is 9.40%; max drawdown is 0.00%. We only publish CAGR when there are enough months (≥12 on this track of 24 months). Learn more
- Where do PRIMA FLEXI DEBT 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 PRIMA FLEXI DEBT?
- 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