Watch
Often below a prior high
Roughly 54% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Core And Satellite Portfolio Scheme 1 Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Aditya Birla Money Limited
Age: 53 months
Trailing return from filed months
- 1Y
- 1.44%
- 3Y
- Not reported
- 5Y
- Needs 60 months
- CAGR
- 11.96%
- Max DD
- -19.73%
- Calmar
- 0.61
- Track
- 53 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.
Rolling CAGR (3Y)
16.36%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Green months were normal
+66.0% of months finished up. Losses exist, but they were not the default month.
Strength
Most holding windows finished up
75% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
71.07%
Annualised Return
11.96%
Hit Rate
66.04%
Maximum Drawdown
-19.73%
Annualised Volatility
17.46%
Sharpe Ratio
0.80
Sortino Ratio
0.68
Consistency Score
67.3%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 29.73%
- Worst Year Return P
- -3.64%
- Median Annual Return P
- 7.32%
- Average Monthly Return P
- 1.16%
- Geometric Mean Return P
- 1.04%
- Average Drawdown P
- -2.91%
- Median Drawdown P
- -0.29%
- Max Drawdown Duration P
- 9 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 9 mo
- Return / Max Drawdown P
- 0.61
- Return / Avg Drawdown P
- 4.53
- Ulcer Index P
- 5.38%
- Positive Rolling Periods % P
- 75.00%
- Return Stability Score P
- 19.85
- Return Persistence P
- -0.13
- Worst Rolling 12M Return P
- -7.83%
- Best Rolling 12M Return P
- 49.10%
- Maximum Monthly Loss P
- -11.94%
- Worst 3-Month Period P
- -15.32%
- Worst 6-Month Period P
- -16.88%
- Return Smoothness Index P
- 13.16
- Pain Adjusted Return P
- 4.53%
- Worst Case Investor Entry P
- -7.83%
- Capital Preservation Score P
- 80.27%
- Aggressiveness Score P
- 5.04%
- Recovery Efficiency P
- 0.61
- Downside Volatility R
- 10.95%
- Upside Volatility R
- 12.28%
- Time in Drawdown % R
- 53.85%
- VaR 95% R
- -7.13%
- VaR 99% R
- -10.56%
- CVaR 95% R
- -10.73%
- CVaR 99% R
- -11.94%
- Semi Variance R
- 0.0010
- Volatility of Drawdowns R
- 4.30%
- CAGR per Unit Drawdown R
- 0.67
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -3.64%
- Return Skewness C
- 0.17
- Return Kurtosis C
- 1.46
- Coefficient of Variation C
- 4.34
- Calmar Ratio C
- 0.61
- Sterling Ratio C
- 0.67
- Burke Ratio C
- 0.41
Filings
Month-end SEBI filings. Missing months stay blank.
CORE and SATELLITE PORTFOLIO SCHEME 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CORE and SATELLITE PORTFOLIO SCHEME 1 performed?
- CORE and SATELLITE PORTFOLIO SCHEME 1 (Aditya Birla Money Limited) shows CAGR 11.96% and max drawdown -19.73% 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 CORE and SATELLITE PORTFOLIO SCHEME 1 CAGR / max drawdown?
- CAGR is 11.96%; max drawdown is -19.73%. We only publish CAGR when there are enough months (≥12 on this track of 53 months). Learn more
- Where do CORE and SATELLITE PORTFOLIO SCHEME 1 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 CORE and SATELLITE PORTFOLIO SCHEME 1?
- 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