Watch
Often below a prior high
Roughly 62% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Equity Diversified Performance
Dormant · no recent filingsEQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Credit Suisse Securities India Private Limited
Age: 61 months
Trailing return from filed months
- 1Y
- 13.90%
- 3Y
- 12.88%
- 5Y
- 11.29%
- CAGR
- 12.86%
- Max DD
- -19.60%
- Calmar
- 0.66
- 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)
12.51%
Rolling CAGR (5Y)
12.19%
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
Total Return
84.98%
Annualised Return
12.86%
Hit Rate
57.38%
Maximum Drawdown
-19.60%
Annualised Volatility
13.59%
Sharpe Ratio
0.96
Sortino Ratio
1.02
Consistency Score
57.4%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 33.69%
- Worst Year Return P
- 0.00%
- Median Annual Return P
- 8.60%
- Average Monthly Return P
- 1.09%
- Geometric Mean Return P
- 1.01%
- Average Drawdown P
- -4.47%
- Median Drawdown P
- -4.02%
- Max Drawdown Duration P
- 17 mo
- Average Drawdown Duration P
- 6 mo
- Return / Max Drawdown P
- 0.66
- Return / Avg Drawdown P
- 2.88
- Ulcer Index P
- 6.47%
- Positive Rolling Periods % P
- 67.21%
- Return Stability Score P
- 25.48
- Return Persistence P
- 0.12
- Worst Rolling 12M Return P
- -8.42%
- Best Rolling 12M Return P
- 35.19%
- Maximum Monthly Loss P
- -8.12%
- Worst 3-Month Period P
- -12.61%
- Worst 6-Month Period P
- -18.11%
- Return Smoothness Index P
- 19.31
- Pain Adjusted Return P
- 2.88%
- Worst Case Investor Entry P
- -8.42%
- Capital Preservation Score P
- 80.40%
- Aggressiveness Score P
- 3.92%
- Recovery Efficiency P
- 0.46
- Downside Volatility R
- 7.35%
- Upside Volatility R
- 9.17%
- Time in Drawdown % R
- 62.30%
- VaR 95% R
- -5.37%
- VaR 99% R
- -8.04%
- CVaR 95% R
- -6.50%
- CVaR 99% R
- -8.12%
- Semi Variance R
- 0.0004
- Volatility of Drawdowns R
- 4.71%
- CAGR per Unit Drawdown R
- 0.66
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.00%
- Return Skewness C
- 0.15
- Return Kurtosis C
- 0.31
- Coefficient of Variation C
- 3.61
- Calmar Ratio C
- 0.66
- Sterling Ratio C
- 0.66
- Burke Ratio C
- 0.47
Filings
Month-end SEBI filings. Missing months stay blank.
Equity Diversified performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Equity Diversified performed?
- Equity Diversified (Credit Suisse Securities India Private Limited) shows CAGR 12.86% and max drawdown -19.60% 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 Equity Diversified CAGR / max drawdown?
- CAGR is 12.86%; max drawdown is -19.60%. We only publish CAGR when there are enough months (≥12 on this track of 61 months). Learn more
- Where do Equity Diversified 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 Equity Diversified?
- 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