Strength
Growth without a gut punch
+40.71% annualised with a -1.15% max drawdown. Equity PMS rarely delivers both at once on the same track.
Debt Portfolio Plan Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Age: 31 months
Trailing return from filed months
- 1Y
- 16.83%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 40.71%
- Max DD
- -1.15%
- Calmar
- 35.40
- Track
- 31 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
Paid well for the ride
Sharpe of 1.32 means return more than paid for the volatility on this sample. Sortino at 14.84 says the ugly months were milder than the overall bounce suggests.
Strength
Green months were normal
+90.3% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 89%. 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
13.40%
Annualised Return
40.71%
Hit Rate
90.32%
Maximum Drawdown
-1.15%
Annualised Volatility
13.34%
Sharpe Ratio
1.32
Sortino Ratio
14.84
Consistency Score
88.9%
PPerformance(30)RRisk(12)CConsistency(9)
- Best Year Return P
- 99.72%
- Worst Year Return P
- 99.72%
- Median Annual Return P
- 99.72%
- Average Monthly Return P
- 1.47%
- Geometric Mean Return P
- 1.41%
- Average Drawdown P
- -0.24%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 2 mo
- Average Drawdown Duration P
- 1 mo
- Time to Recovery P
- 2 mo
- Return / Max Drawdown P
- 35.40
- Return / Avg Drawdown P
- 51.67
- Ulcer Index P
- 0.30%
- Positive Rolling Periods % P
- 100.00%
- Return Stability Score P
- 25.97
- Return Persistence P
- -0.12
- Worst Rolling 12M Return P
- 4.98%
- Best Rolling 12M Return P
- 101.58%
- Maximum Monthly Loss P
- -1.15%
- Worst 3-Month Period P
- -0.66%
- Worst 6-Month Period P
- 11.74%
- Return Smoothness Index P
- 16.34
- Worst Case Investor Entry P
- 4.98%
- Capital Preservation Score P
- 98.85%
- Aggressiveness Score P
- 3.85%
- Recovery Efficiency P
- 35.40
- Downside Volatility R
- 2.74%
- Upside Volatility R
- 13.79%
- Time in Drawdown % R
- 22.22%
- VaR 95% R
- -4.86%
- VaR 99% R
- -7.49%
- CVaR 95% R
- -4.86%
- CVaR 99% R
- -7.49%
- Semi Variance R
- 0.0001
- Volatility of Drawdowns R
- 0.47%
- CAGR per Unit Drawdown R
- 35.40
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 2.89
- Return Kurtosis C
- 8.55
- Coefficient of Variation C
- 2.62
- Calmar Ratio C
- 35.40
- Sterling Ratio C
- 51.67
- Burke Ratio C
- 29.69
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.
Debt Portfolio Plan performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Debt Portfolio Plan performed?
- Debt Portfolio Plan (TRUST INVESTMENT ADVISORS Private. Limited.) shows CAGR 40.71% and max drawdown -1.15% 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 Debt Portfolio Plan CAGR / max drawdown?
- CAGR is 40.71%; max drawdown is -1.15%. We only publish CAGR when there are enough months (≥12 on this track of 31 months). Learn more
- Where do Debt Portfolio Plan 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 Debt Portfolio Plan?
- 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