Strength
Paid well for the ride
Sharpe of 1.43 means return more than paid for the volatility on this sample. Sortino sits at 1.12.
I - Core Performance
HYBRIDNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Composite Investments Private Limited
Age: 61 months
Trailing return from filed months
- 1Y
- 3.67%
- 3Y
- 10.14%
- 5Y
- 8.34%
- CAGR
- 8.28%
- Max DD
- -8.53%
- Calmar
- 0.97
- Track
- 61 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)
12.93%
Rolling CAGR (5Y)
8.78%
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
Shallow peak-to-trough
Worst drop was -8.5%. Typical drawdowns ran nearer -1.1%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+68.9% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 72%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
56.99%
Annualised Return
8.28%
Hit Rate
68.85%
Maximum Drawdown
-8.53%
Annualised Volatility
6.69%
Sharpe Ratio
1.43
Sortino Ratio
1.12
Consistency Score
72.4%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 21.78%
- Worst Year Return P
- -0.43%
- Median Annual Return P
- 5.14%
- Average Monthly Return P
- 0.80%
- Geometric Mean Return P
- 0.78%
- Average Drawdown P
- -1.13%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 14 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 17 mo
- Return / Max Drawdown P
- 0.97
- Return / Avg Drawdown P
- 8.67
- Ulcer Index P
- 2.30%
- Positive Rolling Periods % P
- 72.41%
- Return Stability Score P
- 51.81
- Return Persistence P
- 0.03
- Worst Rolling 12M Return P
- -1.70%
- Best Rolling 12M Return P
- 23.89%
- Maximum Monthly Loss P
- -5.69%
- Worst 3-Month Period P
- -5.37%
- Worst 6-Month Period P
- -7.32%
- Return Smoothness Index P
- 36.85
- Pain Adjusted Return P
- 8.67%
- Worst Case Investor Entry P
- -1.70%
- Capital Preservation Score P
- 91.47%
- Aggressiveness Score P
- 1.93%
- Recovery Efficiency P
- 0.69
- Downside Volatility R
- 5.44%
- Upside Volatility R
- 4.07%
- Time in Drawdown % R
- 44.83%
- VaR 95% R
- -2.38%
- VaR 99% R
- -3.69%
- CVaR 95% R
- -3.41%
- CVaR 99% R
- -5.69%
- Semi Variance R
- 0.0002
- Volatility of Drawdowns R
- 1.91%
- CAGR per Unit Drawdown R
- 1.15
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.43%
- Return Skewness C
- -0.75
- Return Kurtosis C
- 1.44
- Coefficient of Variation C
- 2.42
- Calmar Ratio C
- 0.97
- Sterling Ratio C
- 1.15
- Burke Ratio C
- 0.67
Filings
Month-end SEBI filings. Missing months stay blank.
I-Core performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has I-Core performed?
- I-Core (Composite Investments Private Limited) shows CAGR 8.28% and max drawdown -8.53% 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 I-Core CAGR / max drawdown?
- CAGR is 8.28%; max drawdown is -8.53%. We only publish CAGR when there are enough months (≥12 on this track of 61 months). Learn more
- Where do I-Core 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 I-Core?
- 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