Watch
Deep hole on the path
Max drawdown reached -39.8%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 5 months.
Girik PMS Deep Value Strategy Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
GIRIK WEALTH ADVISORS PRIVATE LIMITED
Age: 21 months
Trailing return from filed months
- 1Y
- 38.25%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -0.74%
- Max DD
- -39.79%
- Calmar
- -0.02
- Track
- 21 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
Watch
A lot of bounce, little payoff
Vol ran at +31.4% annualised while Sharpe stayed at 0.08. You sat through noise that barely showed up in the result.
Watch
Calendar year luck is real
Best year hit +42.2%. Worst calendar year was -33.3%. A +76% gap means the year you enter can dominate how the track feels.
Watch
Ugly trailing 12-month prints
Worst rolling year hit -37.7%. The best rolling year was +38.2%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Strength
Green months were normal
+66.7% of months finished up. Losses exist, but they were not the default month.
Total Return
-5.11%
Annualised Return
-0.74%
Hit Rate
66.67%
Maximum Drawdown
-39.79%
Annualised Volatility
31.38%
Sharpe Ratio
0.08
Sortino Ratio
-0.02
Consistency Score
65.0%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 42.23%
- Worst Year Return P
- -33.29%
- Median Annual Return P
- 4.47%
- Average Monthly Return P
- 0.21%
- Geometric Mean Return P
- -0.26%
- Average Drawdown P
- -2.63%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 5 mo
- Average Drawdown Duration P
- 20 mo
- Return / Max Drawdown P
- -0.02
- Return / Avg Drawdown P
- -1.18
- Ulcer Index P
- 29.59%
- Positive Rolling Periods % P
- 35.00%
- Return Stability Score P
- 11.04
- Return Persistence P
- 0.62
- Worst Rolling 12M Return P
- -37.71%
- Best Rolling 12M Return P
- 38.25%
- Maximum Monthly Loss P
- -33.39%
- Worst 3-Month Period P
- -39.79%
- Worst 6-Month Period P
- -32.10%
- Return Smoothness Index P
- 13.88
- Pain Adjusted Return P
- -1.18%
- Worst Case Investor Entry P
- -37.71%
- Capital Preservation Score P
- 60.21%
- Aggressiveness Score P
- 9.06%
- Recovery Efficiency P
- -0.01
- Downside Volatility R
- 39.96%
- Upside Volatility R
- 10.71%
- Time in Drawdown % R
- 40.00%
- VaR 95% R
- -14.69%
- VaR 99% R
- -20.87%
- CVaR 95% R
- -33.39%
- CVaR 99% R
- -33.39%
- Semi Variance R
- 0.0133
- Volatility of Drawdowns R
- 3.64%
- CAGR per Unit Drawdown R
- -0.08
- Equity Curve Convexity R
- 0.03
- Return During Worst Market Year R
- -33.29%
- Return Skewness C
- -2.83
- Return Kurtosis C
- 10.34
- Coefficient of Variation C
- 43.66
- Calmar Ratio C
- -0.02
- Sterling Ratio C
- -0.08
- Burke Ratio C
- -0.02
Filings
Month-end SEBI filings. Missing months stay blank.
Girik PMS Deep Value Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Girik PMS Deep Value Strategy performed?
- Girik PMS Deep Value Strategy (GIRIK WEALTH ADVISORS PRIVATE LIMITED) shows CAGR -0.74% and max drawdown -39.79% 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 Deep Value Strategy CAGR / max drawdown?
- CAGR is -0.74%; max drawdown is -39.79%. We only publish CAGR when there are enough months (≥12 on this track of 21 months). Learn more
- Where do Girik PMS Deep Value 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 Deep Value 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