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Deep hole on the path
Max drawdown reached -32.3%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 22 months.
Equity Flexi-Cap Companies Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Progressive Share Brokers Private Limited
Age: 24 months
Trailing return from filed months
- 1Y
- 10.35%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -0.43%
- Max DD
- -32.28%
- Calmar
- -0.01
- Track
- 24 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
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A lot of bounce, little payoff
Vol ran at +27.7% annualised while Sharpe stayed at -0.00. You sat through noise that barely showed up in the result.
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Often below a prior high
Roughly 96% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-6.77%
Annualised Return
-0.43%
Hit Rate
50.00%
Maximum Drawdown
-32.28%
Annualised Volatility
27.74%
Sharpe Ratio
0.00
Sortino Ratio
-0.02
Consistency Score
47.8%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 6.88%
- Worst Year Return P
- -8.42%
- Median Annual Return P
- -4.75%
- Average Monthly Return P
- -0.01%
- Geometric Mean Return P
- -0.30%
- Average Drawdown P
- -12.23%
- Median Drawdown P
- -12.14%
- Max Drawdown Duration P
- 22 mo
- Average Drawdown Duration P
- 23 mo
- Return / Max Drawdown P
- -0.01
- Return / Avg Drawdown P
- -0.29
- Ulcer Index P
- 14.18%
- Positive Rolling Periods % P
- 17.39%
- Return Stability Score P
- 12.49
- Return Persistence P
- -0.07
- Worst Rolling 12M Return P
- -14.09%
- Best Rolling 12M Return P
- 4.11%
- Maximum Monthly Loss P
- -14.54%
- Worst 3-Month Period P
- -22.64%
- Worst 6-Month Period P
- -24.63%
- Return Smoothness Index P
- 8.36
- Pain Adjusted Return P
- -0.29%
- Worst Case Investor Entry P
- -14.09%
- Capital Preservation Score P
- 67.72%
- Aggressiveness Score P
- 8.01%
- Recovery Efficiency P
- -0.01
- Downside Volatility R
- 14.87%
- Upside Volatility R
- 22.69%
- Time in Drawdown % R
- 95.65%
- VaR 95% R
- -13.18%
- VaR 99% R
- -18.64%
- CVaR 95% R
- -14.54%
- CVaR 99% R
- -18.64%
- Semi Variance R
- 0.0018
- Volatility of Drawdowns R
- 7.94%
- CAGR per Unit Drawdown R
- -0.11
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -8.42%
- Return Skewness C
- 0.90
- Return Kurtosis C
- 2.68
- Coefficient of Variation C
- -1083.41
- Calmar Ratio C
- -0.01
- Sterling Ratio C
- -0.11
- Burke Ratio C
- -0.01
Filings
Month-end SEBI filings. Missing months stay blank.
Equity Flexi-Cap Companies performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Equity Flexi-Cap Companies performed?
- Equity Flexi-Cap Companies (Progressive Share Brokers Private Limited) shows CAGR -0.43% and max drawdown -32.28% 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 Equity Flexi-Cap Companies CAGR / max drawdown?
- CAGR is -0.43%; max drawdown is -32.28%. We only publish CAGR when there are enough months (≥12 on this track of 24 months). Learn more
- Where do Equity Flexi-Cap Companies 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 Equity Flexi-Cap Companies?
- 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