Strength
Growth without a gut punch
+36.99% annualised with a -0.83% max drawdown. Equity PMS rarely delivers both at once on the same track.
Enhanced Equity Portfolio Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Nippon Life India Asset Management Limited
Age: 67 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- 40.60%
- 5Y
- 42.11%
- CAGR
- 36.99%
- Max DD
- -0.83%
- Calmar
- 44.57
- 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)
37.55%
Rolling CAGR (5Y)
42.11%
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
Calendar year luck is real
Best year hit +161.3%. Worst calendar year was -0.2%. A +161% gap means the year you enter can dominate how the track feels.
Strength
Return covers the worst drop
Calmar of 44.57 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Wins cluster in fewer months
Hit rate is only +26.9%. Gains arrive in bunches, so long red stretches are part of how this track works.
Strength
Most holding windows finished up
77% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
479.66%
Annualised Return
36.99%
Hit Rate
26.87%
Maximum Drawdown
-0.83%
Annualised Volatility
72.54%
Sharpe Ratio
0.51
Sortino Ratio
48.94
Consistency Score
26.9%
PPerformance(30)RRisk(12)CConsistency(9)
- Best Year Return P
- 161.30%
- Worst Year Return P
- -0.19%
- Median Annual Return P
- 48.28%
- Average Monthly Return P
- 3.83%
- Geometric Mean Return P
- 2.66%
- Average Drawdown P
- -0.17%
- Median Drawdown P
- -0.18%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 6 mo
- Time to Recovery P
- 1 mo
- Return / Max Drawdown P
- 44.57
- Return / Avg Drawdown P
- 215.38
- Ulcer Index P
- 0.15%
- Positive Rolling Periods % P
- 76.79%
- Return Stability Score P
- 4.78
- Return Persistence P
- -0.04
- Worst Rolling 12M Return P
- -0.23%
- Best Rolling 12M Return P
- 161.43%
- Maximum Monthly Loss P
- -0.83%
- Worst 3-Month Period P
- -0.32%
- Worst 6-Month Period P
- -0.17%
- Return Smoothness Index P
- 3.29
- Worst Case Investor Entry P
- -0.23%
- Capital Preservation Score P
- 56.72%
- Aggressiveness Score P
- 20.94%
- Recovery Efficiency P
- 44.57
- Downside Volatility R
- 0.76%
- Upside Volatility R
- 133.30%
- Time in Drawdown % R
- 43.28%
- VaR 95% R
- -0.12%
- VaR 99% R
- -0.83%
- CVaR 95% R
- -0.37%
- CVaR 99% R
- -0.83%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.15%
- CAGR per Unit Drawdown R
- 44.57
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 6.69
- Return Kurtosis C
- 48.79
- Coefficient of Variation C
- 5.46
- Calmar Ratio C
- 44.57
- Sterling Ratio C
- 215.38
- Burke Ratio C
- 39.73
Filings
Month-end SEBI filings. Missing months stay blank.
Enhanced Equity Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Enhanced Equity Portfolio performed?
- Enhanced Equity Portfolio (Nippon Life India Asset Management Limited) shows CAGR 36.99% and max drawdown -0.83% 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 Enhanced Equity Portfolio CAGR / max drawdown?
- CAGR is 36.99%; max drawdown is -0.83%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Enhanced Equity Portfolio 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 Enhanced Equity Portfolio?
- 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