Watch
Deep hole on the path
Max drawdown reached -25.5%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 3 months.
High Growth Fund Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
JAIN INVESTMENT ADVISORS Private. Limited
Age: 67 months
Trailing return from filed months
- 1Y
- 4.23%
- 3Y
- 8.71%
- 5Y
- 10.20%
- CAGR
- 17.55%
- Max DD
- -25.53%
- Calmar
- 0.69
- Track
- 67 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)
15.75%
Rolling CAGR (5Y)
14.28%
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
Watch
A lot of bounce, little payoff
Vol ran at +15.7% annualised while Sharpe stayed at 0.24. You sat through noise that barely showed up in the result.
Total Return
2.00%
Annualised Return
17.55%
Hit Rate
59.70%
Maximum Drawdown
-25.53%
Annualised Volatility
15.73%
Sharpe Ratio
0.24
Sortino Ratio
1.10
Consistency Score
55.6%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 29.56%
- Worst Year Return P
- -8.31%
- Median Annual Return P
- 8.84%
- Average Monthly Return P
- 0.31%
- Geometric Mean Return P
- 0.22%
- Average Drawdown P
- -1.49%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 3 mo
- Average Drawdown Duration P
- 8 mo
- Return / Max Drawdown P
- 0.69
- Return / Avg Drawdown P
- 1.85
- Ulcer Index P
- 9.26%
- Positive Rolling Periods % P
- 73.21%
- Return Stability Score P
- 22.03
- Return Persistence P
- -0.57
- Worst Rolling 12M Return P
- -14.64%
- Best Rolling 12M Return P
- 73.97%
- Maximum Monthly Loss P
- -8.03%
- Worst 3-Month Period P
- -5.85%
- Worst 6-Month Period P
- -0.35%
- Return Smoothness Index P
- 11.97
- Worst Case Investor Entry P
- -14.64%
- Capital Preservation Score P
- 91.97%
- Aggressiveness Score P
- 4.54%
- Recovery Efficiency P
- 0.33
- Downside Volatility R
- 11.37%
- Upside Volatility R
- 9.92%
- Time in Drawdown % R
- 44.44%
- VaR 95% R
- -7.16%
- VaR 99% R
- -10.25%
- CVaR 95% R
- -8.03%
- CVaR 99% R
- -10.25%
- Semi Variance R
- 0.0011
- Volatility of Drawdowns R
- 2.71%
- CAGR per Unit Drawdown R
- 0.69
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -0.20
- Return Kurtosis C
- 1.06
- Coefficient of Variation C
- 14.54
- Calmar Ratio C
- 0.69
- Sterling Ratio C
- 1.85
- Burke Ratio C
- 0.62
Filings
Month-end SEBI filings. Missing months stay blank.
HIGH GROWTH FUND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has HIGH GROWTH FUND performed?
- HIGH GROWTH FUND (JAIN INVESTMENT ADVISORS Private. Limited) shows CAGR 17.55% and max drawdown -25.53% 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 HIGH GROWTH FUND CAGR / max drawdown?
- CAGR is 17.55%; max drawdown is -25.53%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do HIGH GROWTH FUND 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 HIGH GROWTH FUND?
- 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