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Deep hole on the path
Max drawdown reached -28.4%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 23 months.
Decennium Opportunity Port -NRI Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Anand Rathi Advisors Limited
Age: 58 months
Trailing return from filed months
- 1Y
- 3.68%
- 3Y
- 6.65%
- 5Y
- Needs 60 months
- CAGR
- 10.10%
- Max DD
- -28.42%
- Calmar
- 0.36
- Track
- 58 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)
12.44%
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
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Calendar year luck is real
Best year hit +31.4%. Worst calendar year was -13.6%. A +45% gap means the year you enter can dominate how the track feels.
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Often below a prior high
Roughly 61% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
61.44%
Annualised Return
10.10%
Hit Rate
63.79%
Maximum Drawdown
-28.42%
Annualised Volatility
19.40%
Sharpe Ratio
0.62
Sortino Ratio
0.51
Consistency Score
64.9%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 31.44%
- Worst Year Return P
- -13.63%
- Median Annual Return P
- 8.30%
- Average Monthly Return P
- 1.00%
- Geometric Mean Return P
- 0.84%
- Average Drawdown P
- -6.75%
- Median Drawdown P
- -4.32%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 6 mo
- Return / Max Drawdown P
- 0.36
- Return / Avg Drawdown P
- 1.57
- Ulcer Index P
- 10.05%
- Positive Rolling Periods % P
- 57.89%
- Return Stability Score P
- 17.85
- Return Persistence P
- -0.05
- Worst Rolling 12M Return P
- -13.63%
- Best Rolling 12M Return P
- 45.93%
- Maximum Monthly Loss P
- -12.92%
- Worst 3-Month Period P
- -21.13%
- Worst 6-Month Period P
- -22.92%
- Return Smoothness Index P
- 12.22
- Pain Adjusted Return P
- 1.57%
- Worst Case Investor Entry P
- -13.63%
- Capital Preservation Score P
- 71.58%
- Aggressiveness Score P
- 5.60%
- Recovery Efficiency P
- 0.18
- Downside Volatility R
- 12.14%
- Upside Volatility R
- 13.64%
- Time in Drawdown % R
- 61.40%
- VaR 95% R
- -8.22%
- VaR 99% R
- -12.03%
- CVaR 95% R
- -11.72%
- CVaR 99% R
- -12.92%
- Semi Variance R
- 0.0012
- Volatility of Drawdowns R
- 7.52%
- CAGR per Unit Drawdown R
- 0.37
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -13.63%
- Return Skewness C
- 0.10
- Return Kurtosis C
- 1.10
- Coefficient of Variation C
- 5.62
- Calmar Ratio C
- 0.36
- Sterling Ratio C
- 0.37
- Burke Ratio C
- 0.31
Filings
Month-end SEBI filings. Missing months stay blank.
Decennium Opportunity Port -NRI performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Decennium Opportunity Port -NRI performed?
- Decennium Opportunity Port -NRI (Anand Rathi Advisors Limited) shows CAGR 10.10% and max drawdown -28.42% 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 Decennium Opportunity Port -NRI CAGR / max drawdown?
- CAGR is 10.10%; max drawdown is -28.42%. We only publish CAGR when there are enough months (≥12 on this track of 58 months). Learn more
- Where do Decennium Opportunity Port -NRI 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 Decennium Opportunity Port -NRI?
- 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