Strength
Growth without a gut punch
+23.0% annualised with a 0.0% max drawdown. Equity PMS rarely delivers both at once on the same track.
Wealth Focus Axis
EQUITY
Strategy performance & returns
Age: 3 months · Sparse · 3 mo
Sparse track record- CAGR
- Not reported
- Max DD
- 0.0%
- Calmar
- Not reported
- Track
- 3 mo
CAGR not reported: needs ≥12 filed months (this track has 3). · Calmar not reported: needs ≥12 filed months (this track has 3).
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
Paid well for the ride
Sharpe of 5.71 means return more than paid for the volatility on this sample.
Strength
Green months were normal
+100.0% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 100%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
5.84%
Annualised Return
22.96%
Hit Rate
100.00%
Maximum Drawdown
0.00%
Annualised Volatility
4.02%
Sharpe Ratio
5.71
Consistency Score
100.0%
PPerformance(17)RRisk(10)CConsistency(5)
- Average Monthly Return P
- 1.91%
- Geometric Mean Return P
- 1.91%
- Average Drawdown P
- 0.00%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 0 mo
- Ulcer Index P
- 0.00%
- Return Stability Score P
- 86.15
- Return Persistence P
- -1.00
- Maximum Monthly Loss P
- 0.73%
- Worst 3-Month Period P
- 5.84%
- Return Smoothness Index P
- 41.47
- Capital Preservation Score P
- 100.00%
- Aggressiveness Score P
- 1.16%
- Downside Volatility R
- 0.00%
- Upside Volatility R
- 4.02%
- Time in Drawdown % R
- 0.00%
- VaR 95% R
- 0.00%
- VaR 99% R
- -0.79%
- CVaR 95% R
- 0.00%
- CVaR 99% R
- -0.79%
- Volatility of Drawdowns R
- 0.00%
- Equity Curve Convexity R
- -0.02
- Return Skewness C
- -0.18
- Return Kurtosis C
- 1.50
- Coefficient of Variation C
- 0.61
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
WEALTH FOCUS AXIS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH FOCUS AXIS performed?
- WEALTH FOCUS AXIS (SHRIRAM FINANCIAL SERVICES PRIVATE LIMITED) shows CAGR Not reported and max drawdown 0.0% on Know Your PMS from SEBI month-end TWRR filings. Incomplete windows stay Not reported. Learn more
- What is WEALTH FOCUS AXIS CAGR / max drawdown?
- CAGR is Not reported; max drawdown is 0.0%. We only publish CAGR when there are enough months (≥12 on this track of 3 months). Learn more
- Where do WEALTH FOCUS AXIS 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/5Y and since-inception need enough consecutive monthlies. Sparse tracks stay honest. 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 2–3 for your own diligence. Learn more