Watch
Deep hole on the path
Max drawdown reached -45.6%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 8 months.
Strategy 1 Performance
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Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Profusion Investment Advisors LLP
Age: 65 months
Trailing return from filed months
- 1Y
- -44.92%
- 3Y
- -14.35%
- 5Y
- -5.61%
- CAGR
- -4.25%
- Max DD
- -45.65%
- Calmar
- -0.09
- Track
- 65 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)
5.48%
Rolling CAGR (5Y)
0.64%
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 -21.5%. The best rolling year was +13.1%, 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
+78.5% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 80%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
12.38%
Annualised Return
-4.25%
Hit Rate
78.46%
Maximum Drawdown
-45.65%
Annualised Volatility
9.38%
Sharpe Ratio
0.29
Sortino Ratio
-0.12
Consistency Score
79.7%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 12.35%
- Worst Year Return P
- -22.71%
- Median Annual Return P
- 6.30%
- Average Monthly Return P
- 0.22%
- Geometric Mean Return P
- 0.18%
- Average Drawdown P
- -2.40%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 8 mo
- Average Drawdown Duration P
- 3 mo
- Return / Max Drawdown P
- -0.09
- Return / Avg Drawdown P
- 0.92
- Ulcer Index P
- 9.08%
- Positive Rolling Periods % P
- 70.31%
- Return Stability Score P
- 36.95
- Return Persistence P
- -0.01
- Worst Rolling 12M Return P
- -21.54%
- Best Rolling 12M Return P
- 13.14%
- Maximum Monthly Loss P
- -19.53%
- Worst 3-Month Period P
- -23.39%
- Worst 6-Month Period P
- -23.29%
- Return Smoothness Index P
- 25.77
- Pain Adjusted Return P
- 0.92%
- Worst Case Investor Entry P
- -21.54%
- Capital Preservation Score P
- 76.61%
- Aggressiveness Score P
- 2.71%
- Recovery Efficiency P
- -0.09
- Downside Volatility R
- 19.52%
- Upside Volatility R
- 2.14%
- Time in Drawdown % R
- 29.69%
- VaR 95% R
- -4.23%
- VaR 99% R
- -6.07%
- CVaR 95% R
- -12.47%
- CVaR 99% R
- -19.53%
- Semi Variance R
- 0.0032
- Volatility of Drawdowns R
- 6.79%
- CAGR per Unit Drawdown R
- 0.09
- Equity Curve Convexity R
- -0.01
- Return During Worst Market Year R
- -22.71%
- Return Skewness C
- -6.47
- Return Kurtosis C
- 46.74
- Coefficient of Variation C
- 12.12
- Calmar Ratio C
- -0.09
- Sterling Ratio C
- 0.09
- Burke Ratio C
- -0.09
Filings
Month-end SEBI filings. Missing months stay blank.
STRATEGY 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has STRATEGY 1 performed?
- STRATEGY 1 (Profusion Investment Advisors LLP) shows CAGR -4.25% and max drawdown -45.65% 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 STRATEGY 1 CAGR / max drawdown?
- CAGR is -4.25%; max drawdown is -45.65%. We only publish CAGR when there are enough months (≥12 on this track of 65 months). Learn more
- Where do STRATEGY 1 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 STRATEGY 1?
- 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