Watch
Deep hole on the path
Max drawdown reached -31.5%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 4 months. Getting back to prior peak took about 4 months.
Demeter Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Karvy Capital Limited
Age: 68 months
Trailing return from filed months
- 1Y
- 3.46%
- 3Y
- 6.52%
- 5Y
- 6.48%
- CAGR
- 7.11%
- Max DD
- -31.53%
- Calmar
- 0.23
- Track
- 68 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)
7.51%
Rolling CAGR (5Y)
6.91%
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
Ugly trailing 12-month prints
Worst rolling year hit -27.2%. The best rolling year was +56.8%, 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
+95.6% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 96%. 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
47.37%
Annualised Return
7.11%
Hit Rate
95.59%
Maximum Drawdown
-31.53%
Annualised Volatility
22.51%
Sharpe Ratio
0.42
Sortino Ratio
0.11
Consistency Score
95.5%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 10.50%
- Worst Year Return P
- 3.02%
- Median Annual Return P
- 6.62%
- Average Monthly Return P
- 0.78%
- Geometric Mean Return P
- 0.58%
- Average Drawdown P
- -0.57%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 4 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 4 mo
- Return / Max Drawdown P
- 0.23
- Return / Avg Drawdown P
- 12.64
- Ulcer Index P
- 3.85%
- Positive Rolling Periods % P
- 82.09%
- Return Stability Score P
- 15.39
- Return Persistence P
- -0.46
- Worst Rolling 12M Return P
- -27.24%
- Best Rolling 12M Return P
- 56.83%
- Maximum Monthly Loss P
- -31.53%
- Worst 3-Month Period P
- -31.02%
- Worst 6-Month Period P
- -29.72%
- Return Smoothness Index P
- 8.94
- Pain Adjusted Return P
- 12.64%
- Worst Case Investor Entry P
- -27.24%
- Capital Preservation Score P
- 68.47%
- Aggressiveness Score P
- 6.50%
- Recovery Efficiency P
- 0.23
- Downside Volatility R
- 60.83%
- Upside Volatility R
- 18.07%
- Time in Drawdown % R
- 11.94%
- VaR 95% R
- -9.91%
- VaR 99% R
- -14.34%
- CVaR 95% R
- -31.53%
- CVaR 99% R
- -31.53%
- Semi Variance R
- 0.0308
- Volatility of Drawdowns R
- 3.86%
- CAGR per Unit Drawdown R
- 0.23
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 3.02%
- Return Skewness C
- 2.16
- Return Kurtosis C
- 34.73
- Coefficient of Variation C
- 8.31
- Calmar Ratio C
- 0.23
- Sterling Ratio C
- 0.23
- Burke Ratio C
- 0.22
Filings
Month-end SEBI filings. Missing months stay blank.
Demeter performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Demeter performed?
- Demeter (Karvy Capital Limited) shows CAGR 7.11% and max drawdown -31.53% 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 Demeter CAGR / max drawdown?
- CAGR is 7.11%; max drawdown is -31.53%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Demeter 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 Demeter?
- 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