Watch
Deep hole on the path
Max drawdown reached -25.2%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 5 months.
Innovative Business 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
- -2.06%
- 3Y
- 15.72%
- 5Y
- 13.83%
- CAGR
- 16.22%
- Max DD
- -25.23%
- Calmar
- 0.64
- 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)
21.31%
Rolling CAGR (5Y)
13.96%
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
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A lot of bounce, little payoff
Vol ran at +25.7% annualised while Sharpe stayed at 0.25. You sat through noise that barely showed up in the result.
Watch
Often below a prior high
Roughly 56% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+65.7% of months finished up. Losses exist, but they were not the default month.
Strength
Most holding windows finished up
79% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
2.70%
Annualised Return
16.22%
Hit Rate
65.67%
Maximum Drawdown
-25.23%
Annualised Volatility
25.65%
Sharpe Ratio
0.25
Sortino Ratio
1.10
Consistency Score
66.7%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- 34.60%
- Worst Year Return P
- -4.31%
- Median Annual Return P
- 19.90%
- Average Monthly Return P
- 0.54%
- Geometric Mean Return P
- 0.30%
- Average Drawdown P
- -3.21%
- Median Drawdown P
- -1.33%
- Max Drawdown Duration P
- 5 mo
- Average Drawdown Duration P
- 5 mo
- Return / Max Drawdown P
- 0.64
- Return / Avg Drawdown P
- 2.12
- Ulcer Index P
- 7.56%
- Positive Rolling Periods % P
- 78.57%
- Return Stability Score P
- 13.50
- Return Persistence P
- -0.38
- Worst Rolling 12M Return P
- -9.08%
- Best Rolling 12M Return P
- 61.81%
- Maximum Monthly Loss P
- -12.28%
- Worst 3-Month Period P
- -15.78%
- Worst 6-Month Period P
- -3.81%
- Return Smoothness Index P
- 7.66
- Worst Case Investor Entry P
- -9.08%
- Capital Preservation Score P
- 82.11%
- Aggressiveness Score P
- 7.41%
- Recovery Efficiency P
- 0.34
- Downside Volatility R
- 17.56%
- Upside Volatility R
- 19.43%
- Time in Drawdown % R
- 55.56%
- VaR 95% R
- -11.64%
- VaR 99% R
- -16.69%
- CVaR 95% R
- -12.28%
- CVaR 99% R
- -16.69%
- Semi Variance R
- 0.0026
- Volatility of Drawdowns R
- 5.09%
- CAGR per Unit Drawdown R
- 0.64
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.42
- Return Kurtosis C
- 2.42
- Coefficient of Variation C
- 13.80
- Calmar Ratio C
- 0.64
- Sterling Ratio C
- 2.12
- Burke Ratio C
- 0.61
Filings
Month-end SEBI filings. Missing months stay blank.
INNOVATIVE BUSINESS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has INNOVATIVE BUSINESS performed?
- INNOVATIVE BUSINESS (JAIN INVESTMENT ADVISORS Private. Limited) shows CAGR 16.22% and max drawdown -25.23% 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 INNOVATIVE BUSINESS CAGR / max drawdown?
- CAGR is 16.22%; max drawdown is -25.23%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do INNOVATIVE BUSINESS 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 INNOVATIVE BUSINESS?
- 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