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Deep hole on the path
Max drawdown reached -33.2%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 19 months.
Girik PMS BluFIN X Strategy Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Girik Wealth Advisors Private Limited
Age: 22 months
Trailing return from filed months
- 1Y
- 9.76%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -6.93%
- Max DD
- -33.18%
- Calmar
- -0.21
- Track
- 22 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.
Read of the numbers
Reported metrics only · not advice
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A lot of bounce, little payoff
Vol ran at +25.4% annualised while Sharpe stayed at -0.15. You sat through noise that barely showed up in the result.
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Calendar year luck is real
Best year hit +17.3%. Worst calendar year was -24.5%. A +42% gap means the year you enter can dominate how the track feels.
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Ugly trailing 12-month prints
Worst rolling year hit -25.0%. The best rolling year was +9.8%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Wins cluster in fewer months
Hit rate is only +45.5%. Gains arrive in bunches, so long red stretches are part of how this track works.
Total Return
-12.33%
Annualised Return
-6.93%
Hit Rate
45.45%
Maximum Drawdown
-33.18%
Annualised Volatility
25.36%
Sharpe Ratio
-0.15
Sortino Ratio
-0.24
Consistency Score
45.5%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 17.29%
- Worst Year Return P
- -24.52%
- Median Annual Return P
- -0.98%
- Average Monthly Return P
- -0.33%
- Geometric Mean Return P
- -0.60%
- Average Drawdown P
- -18.10%
- Median Drawdown P
- -24.38%
- Max Drawdown Duration P
- 19 mo
- Average Drawdown Duration P
- 19 mo
- Return / Max Drawdown P
- -0.21
- Return / Avg Drawdown P
- -0.38
- Ulcer Index P
- 21.60%
- Positive Rolling Periods % P
- 4.55%
- Return Stability Score P
- 13.66
- Return Persistence P
- -0.03
- Worst Rolling 12M Return P
- -25.04%
- Best Rolling 12M Return P
- 9.76%
- Maximum Monthly Loss P
- -19.81%
- Worst 3-Month Period P
- -27.82%
- Worst 6-Month Period P
- -29.65%
- Return Smoothness Index P
- 9.31
- Pain Adjusted Return P
- -0.38%
- Worst Case Investor Entry P
- -25.04%
- Capital Preservation Score P
- 66.82%
- Aggressiveness Score P
- 7.32%
- Recovery Efficiency P
- -0.13
- Downside Volatility R
- 21.58%
- Upside Volatility R
- 10.95%
- Time in Drawdown % R
- 86.36%
- VaR 95% R
- -12.37%
- VaR 99% R
- -17.36%
- CVaR 95% R
- -17.45%
- CVaR 99% R
- -19.81%
- Semi Variance R
- 0.0039
- Volatility of Drawdowns R
- 12.06%
- CAGR per Unit Drawdown R
- -0.21
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -24.52%
- Return Skewness C
- -1.02
- Return Kurtosis C
- 1.46
- Coefficient of Variation C
- -22.50
- Calmar Ratio C
- -0.21
- Sterling Ratio C
- -0.21
- Burke Ratio C
- -0.21
Filings
Month-end SEBI filings. Missing months stay blank.
Girik PMS BluFIN X Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Girik PMS BluFIN X Strategy performed?
- Girik PMS BluFIN X Strategy (Girik Wealth Advisors Private Limited) shows CAGR -6.93% and max drawdown -33.18% 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 Girik PMS BluFIN X Strategy CAGR / max drawdown?
- CAGR is -6.93%; max drawdown is -33.18%. We only publish CAGR when there are enough months (≥12 on this track of 22 months). Learn more
- Where do Girik PMS BluFIN X Strategy 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 Girik PMS BluFIN X Strategy?
- 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