Context
Too short for CAGR
Path return sits at +2.9%, but the series is still too short for a clean annualised figure. Rank it on path and hit rate until more months land.
Ultima Select - Equities DPMS 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: 6 months · Sparse · 6 mo
Sparse track recordNeeds 12 months
CAGR
Not reported
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
Not reported
Win Ratio
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- Needs 12 months
- Max DD
- -7.50%
- Calmar
- Needs 12 months
- Track
- 6 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 -7.5%. Typical drawdowns ran nearer -2.4%. Milder than most equity PMS paths on file.
Watch
Often below a prior high
Roughly 67% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
2.86%
Annualised Return
Needs 12 months
Hit Rate
50.00%
Maximum Drawdown
-7.50%
Annualised Volatility
15.12%
Sharpe Ratio
Needs 12 months
Sortino Ratio
Needs 12 months
Consistency Score
50.0%
Calmar Ratio
Needs 12 months
PPerformance(24)RRisk(12)CConsistency(8)
- Best Year Return P
- Needs 12 months
- Worst Year Return P
- Needs 12 months
- Median Annual Return P
- Needs 12 months
- Average Monthly Return P
- 0.56%
- Geometric Mean Return P
- 0.47%
- Average Drawdown P
- -2.38%
- Median Drawdown P
- -0.97%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 2 mo
- Ulcer Index P
- 3.11%
- Return Stability Score P
- 22.92
- Return Persistence P
- 0.14
- Worst Rolling 12M Return P
- Needs 12 months
- Best Rolling 12M Return P
- Needs 12 months
- Maximum Monthly Loss P
- -6.51%
- Worst 3-Month Period P
- -4.51%
- Worst 6-Month Period P
- 2.86%
- Return Smoothness Index P
- 23.44
- Capital Preservation Score P
- 33.33%
- Aggressiveness Score P
- 4.36%
- Downside Volatility R
- 13.31%
- Upside Volatility R
- 10.05%
- Time in Drawdown % R
- 66.67%
- VaR 95% R
- -6.51%
- VaR 99% R
- -6.51%
- CVaR 95% R
- -6.51%
- CVaR 99% R
- -6.51%
- Semi Variance R
- 0.0015
- Volatility of Drawdowns R
- 2.98%
- CAGR per Unit Drawdown R
- Needs 12 months
- Equity Curve Convexity R
- -0.01
- Return Skewness C
- 0.07
- Return Kurtosis C
- 2.44
- Coefficient of Variation C
- 7.72
- Sharpe Stability C
- Needs 12 months
Filings
Month-end SEBI filings. Missing months stay blank.
ULTIMA SELECT - Equities DPMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ULTIMA SELECT - Equities DPMS performed?
- ULTIMA SELECT - Equities DPMS (LGT Wealth India Private Limited) shows CAGR Needs 12 months and max drawdown Not reported 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 ULTIMA SELECT - Equities DPMS CAGR / max drawdown?
- CAGR is Needs 12 months; max drawdown is Not reported. We only publish CAGR when there are enough months (≥12 on this track of 6 months). Learn more
- Where do ULTIMA SELECT - Equities DPMS 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 ULTIMA SELECT - Equities DPMS?
- 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