Strength
Paid well for the ride
Sharpe of 5.33 means return more than paid for the volatility on this sample. Sortino sits at 5.65.
DIIPL- Discretionary India Flexi Bond Mandate Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Deutsche Investments India Private Limited
Age: 60 months
Trailing return from filed months
- 1Y
- 9.53%
- 3Y
- 9.09%
- 5Y
- 8.08%
- CAGR
- 8.08%
- Max DD
- -0.58%
- Calmar
- 13.94
- Track
- 60 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)
8.07%
Rolling CAGR (5Y)
8.08%
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 -0.6%. Typical drawdowns ran nearer -0.0%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+95.0% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 95%. Month-to-month results did not whip around as much as a typical equity book.
Strength
Most holding windows finished up
82% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
47.51%
Annualised Return
8.08%
Hit Rate
95.00%
Maximum Drawdown
-0.58%
Annualised Volatility
1.47%
Sharpe Ratio
5.33
Sortino Ratio
5.65
Consistency Score
95.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 9.50%
- Worst Year Return P
- 1.92%
- Median Annual Return P
- 6.75%
- Average Monthly Return P
- 0.65%
- Geometric Mean Return P
- 0.65%
- Average Drawdown P
- -0.01%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 1 mo
- Average Drawdown Duration P
- 1 mo
- Time to Recovery P
- 1 mo
- Return / Max Drawdown P
- 13.94
- Return / Avg Drawdown P
- 746.26
- Ulcer Index P
- 0.08%
- Positive Rolling Periods % P
- 81.67%
- Return Stability Score P
- 236.21
- Return Persistence P
- -0.03
- Worst Rolling 12M Return P
- 5.24%
- Best Rolling 12M Return P
- 10.58%
- Maximum Monthly Loss P
- -0.58%
- Worst 3-Month Period P
- 0.65%
- Worst 6-Month Period P
- 1.88%
- Return Smoothness Index P
- 165.30
- Pain Adjusted Return P
- 746.26%
- Worst Case Investor Entry P
- 5.24%
- Capital Preservation Score P
- 99.42%
- Aggressiveness Score P
- 0.42%
- Recovery Efficiency P
- 13.94
- Downside Volatility R
- 1.25%
- Upside Volatility R
- 1.31%
- Time in Drawdown % R
- 3.33%
- VaR 95% R
- -0.05%
- VaR 99% R
- -0.33%
- CVaR 95% R
- -0.33%
- CVaR 99% R
- -0.58%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.08%
- CAGR per Unit Drawdown R
- 13.94
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.92%
- Return Skewness C
- 0.24
- Return Kurtosis C
- 1.14
- Coefficient of Variation C
- 0.65
- Calmar Ratio C
- 13.94
- Sterling Ratio C
- 24.88
- Burke Ratio C
- 13.84
Filings
Month-end SEBI filings. Missing months stay blank.
DIIPL- Discretionary India Flexi Bond Mandate performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has DIIPL- Discretionary India Flexi Bond Mandate performed?
- DIIPL- Discretionary India Flexi Bond Mandate (Deutsche Investments India Private Limited) shows CAGR 8.08% and max drawdown -0.58% 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 DIIPL- Discretionary India Flexi Bond Mandate CAGR / max drawdown?
- CAGR is 8.08%; max drawdown is -0.58%. We only publish CAGR when there are enough months (≥12 on this track of 60 months). Learn more
- Where do DIIPL- Discretionary India Flexi Bond Mandate 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 DIIPL- Discretionary India Flexi Bond Mandate?
- 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