Watch
Deep hole on the path
Max drawdown reached -30.3%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 23 months.
Multicap Portfolio - Performance
EQUITYNifty 50
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
- 15.48%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 14.96%
- Max DD
- -30.34%
- Calmar
- 0.49
- 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
Watch
Ugly trailing 12-month prints
Worst rolling year hit -15.7%. The best rolling year was +41.4%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Often below a prior high
Roughly 70% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+69.7% of months finished up. Losses exist, but they were not the default month.
Total Return
46.71%
Annualised Return
14.96%
Hit Rate
69.70%
Maximum Drawdown
-30.34%
Annualised Volatility
21.18%
Sharpe Ratio
0.77
Sortino Ratio
0.57
Consistency Score
69.7%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 29.11%
- Worst Year Return P
- -2.03%
- Median Annual Return P
- 7.70%
- Average Monthly Return P
- 1.35%
- Geometric Mean Return P
- 1.17%
- Average Drawdown P
- -9.27%
- Median Drawdown P
- -9.59%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 23 mo
- Return / Max Drawdown P
- 0.49
- Return / Avg Drawdown P
- 1.61
- Ulcer Index P
- 12.28%
- Positive Rolling Periods % P
- 42.42%
- Return Stability Score P
- 16.36
- Return Persistence P
- 0.16
- Worst Rolling 12M Return P
- -15.68%
- Best Rolling 12M Return P
- 41.38%
- Maximum Monthly Loss P
- -13.52%
- Worst 3-Month Period P
- -25.02%
- Worst 6-Month Period P
- -29.64%
- Return Smoothness Index P
- 12.61
- Pain Adjusted Return P
- 1.61%
- Worst Case Investor Entry P
- -15.68%
- Capital Preservation Score P
- 69.66%
- Aggressiveness Score P
- 6.11%
- Recovery Efficiency P
- 0.26
- Downside Volatility R
- 18.69%
- Upside Volatility R
- 11.20%
- Time in Drawdown % R
- 69.70%
- VaR 95% R
- -8.70%
- VaR 99% R
- -12.87%
- CVaR 95% R
- -12.91%
- CVaR 99% R
- -13.52%
- Semi Variance R
- 0.0029
- Volatility of Drawdowns R
- 8.18%
- CAGR per Unit Drawdown R
- 0.49
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -2.03%
- Return Skewness C
- -0.95
- Return Kurtosis C
- 0.86
- Coefficient of Variation C
- 4.51
- Calmar Ratio C
- 0.49
- Sterling Ratio C
- 0.49
- Burke Ratio C
- 0.49
Filings
Month-end SEBI filings. Missing months stay blank.
Multicap Portfolio - Equity Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Multicap Portfolio - Equity Strategy performed?
- Multicap Portfolio - Equity Strategy (Nj Asset Management Private Limited) shows CAGR 14.96% and max drawdown -30.34% 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 Multicap Portfolio - Equity Strategy CAGR / max drawdown?
- CAGR is 14.96%; max drawdown is -30.34%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do Multicap Portfolio - Equity 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 Multicap Portfolio - Equity 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