DVD

Dormant · no recent filings

Strategy performance & returns

Age: 10 months · Sparse · 10 mo

Sparse track record

-

CAGR

-5.01

Max DD

-

Calmar

-

Sharpe

-

Sortino

50.00

Win Ratio
CAGR
Not reported
Max DD
-5.0%
Calmar
Not reported
Track
10 mo

CAGR not reported: needs ≥12 filed months (this track has 10). · Calmar not reported: needs ≥12 filed months (this track has 10).

As of…
Tearsheet
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Research sheet

Monthly tearsheet

Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.

Open full-page tearsheet

Read of the numbers

Reported metrics only · not advice

Strength

Paid well for the ride

Sharpe of 1.27 means return more than paid for the volatility on this sample. Sortino at 3.15 says the ugly months were milder than the overall bounce suggests.

Strength

Shallow peak-to-trough

Worst drop was -5.0%. Typical drawdowns ran nearer -1.9%. Milder than most equity PMS paths on file.

Watch

Often below a prior high

Roughly 60% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.

Total Return

10.30%

Annualised Return

12.24%

Hit Rate

50.00%

Maximum Drawdown

-5.01%

Annualised Volatility

9.67%

Sharpe Ratio

1.27

Sortino Ratio

3.15

Consistency Score

50.0%

PPerformance(20)RRisk(11)CConsistency(6)
Average Monthly Return
P
1.02%
Geometric Mean Return
P
0.99%
Average Drawdown
P
-1.93%
Median Drawdown
P
-1.27%
Max Drawdown Duration
P
5 mo
Average Drawdown Duration
P
3 mo
Time to Recovery
P
5 mo
Ulcer Index
P
2.78%
Return Stability Score
P
35.82
Return Persistence
P
0.29
Maximum Monthly Loss
P
-3.00%
Worst 3-Month Period
P
-4.90%
Worst 6-Month Period
P
-1.60%
Return Smoothness Index
P
32.38
Capital Preservation Score
P
94.99%
Aggressiveness Score
P
2.79%
Downside Volatility
R
3.82%
Upside Volatility
R
6.47%
Time in Drawdown %
R
60.00%
VaR 95%
R
-3.57%
VaR 99%
R
-5.47%
CVaR 95%
R
-3.57%
CVaR 99%
R
-5.47%
Semi Variance
R
0.0001
Volatility of Drawdowns
R
2.11%
Equity Curve Convexity
R
0.01
Return Skewness
C
0.48
Return Kurtosis
C
-0.21
Coefficient of Variation
C
2.74

Disclosure & provenance

Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).

As of…

SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.

Latest available period: Not available

Freshness rules and exclusions are documented on Methodology.

DVD performance FAQ

Live figures from the scorecard above. Full definitions on the metrics explainer.

How has DVD performed?
DVD (UNIFI CAPITAL PRIVATE LIMITED) shows CAGR Not reported and max drawdown -5.0% on Know Your PMS from SEBI month-end TWRR filings. Incomplete windows stay Not reported. Learn more
What is DVD CAGR / max drawdown?
CAGR is Not reported; max drawdown is -5.0%. We only publish CAGR when there are enough months (≥12 on this track of 10 months). Learn more
Where do DVD 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