Strength
Paid well for the ride
Sharpe of 19.77 means return more than paid for the volatility on this sample.
Liquid Portfolio - Debt Strategy Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Nj Asset Management Private Limited
Age: 33 months
Trailing return from filed months
- 1Y
- 5.95%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 6.59%
- Max DD
- 0.00%
- Calmar
- Not reported
- Track
- 33 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
Strength
Shallow peak-to-trough
Worst drop was 0.0%. Typical drawdowns ran nearer 0.0%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+100.0% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 100%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
19.17%
Annualised Return
6.59%
Hit Rate
100.00%
Maximum Drawdown
0.00%
Annualised Volatility
0.34%
Sharpe Ratio
19.77
Consistency Score
100.0%
PPerformance(25)RRisk(11)CConsistency(5)
- Best Year Return P
- 7.19%
- Worst Year Return P
- 0.59%
- Median Annual Return P
- 5.14%
- Average Monthly Return P
- 0.53%
- Geometric Mean Return P
- 0.53%
- Average Drawdown P
- 0.00%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 0 mo
- Ulcer Index P
- 0.00%
- Positive Rolling Periods % P
- 66.67%
- Return Stability Score P
- 1024.13
- Return Persistence P
- 0.16
- Worst Rolling 12M Return P
- 5.57%
- Best Rolling 12M Return P
- 7.20%
- Maximum Monthly Loss P
- 0.16%
- Worst 3-Month Period P
- 0.98%
- Worst 6-Month Period P
- 2.42%
- Return Smoothness Index P
- 777.95
- Worst Case Investor Entry P
- 5.57%
- Capital Preservation Score P
- 100.00%
- Aggressiveness Score P
- 0.10%
- Downside Volatility R
- 0.00%
- Upside Volatility R
- 0.34%
- Time in Drawdown % R
- 0.00%
- VaR 95% R
- 0.37%
- VaR 99% R
- 0.31%
- CVaR 95% R
- 0.24%
- CVaR 99% R
- 0.16%
- Volatility of Drawdowns R
- 0.00%
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.59%
- Return Skewness C
- -1.99
- Return Kurtosis C
- 6.20
- Coefficient of Variation C
- 0.18
Filings
Month-end SEBI filings. Missing months stay blank.
Liquid Portfolio - Debt Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Liquid Portfolio - Debt Strategy performed?
- Liquid Portfolio - Debt Strategy (Nj Asset Management Private Limited) shows CAGR 6.59% and max drawdown 0.00% 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 Liquid Portfolio - Debt Strategy CAGR / max drawdown?
- CAGR is 6.59%; max drawdown is 0.00%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do Liquid Portfolio - Debt 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 Liquid Portfolio - Debt 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