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Deep hole on the path
Max drawdown reached -25.3%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 18 months. Getting back to prior peak took about 9 months.
Shade Value Fund Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Shade Capital Private Limited
Age: 61 months
Trailing return from filed months
- 1Y
- 15.13%
- 3Y
- 21.43%
- 5Y
- Not reported
- CAGR
- 20.47%
- Max DD
- -25.27%
- Calmar
- 0.81
- Track
- 61 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)
22.20%
Rolling CAGR (5Y)
19.79%
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
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Calendar year luck is real
Best year hit +47.5%. Worst calendar year was -14.1%. A +62% gap means the year you enter can dominate how the track feels.
Strength
Return covers the worst drop
Calmar of 0.81 means annualised return more than clears the deepest peak-to-trough on this track.
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Ugly trailing 12-month prints
Worst rolling year hit -20.0%. The best rolling year was +68.7%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Often below a prior high
Roughly 63% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
162.49%
Annualised Return
20.47%
Hit Rate
63.93%
Maximum Drawdown
-25.27%
Annualised Volatility
22.02%
Sharpe Ratio
0.99
Sortino Ratio
0.98
Consistency Score
65.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 47.54%
- Worst Year Return P
- -14.14%
- Median Annual Return P
- 24.57%
- Average Monthly Return P
- 1.82%
- Geometric Mean Return P
- 1.62%
- Average Drawdown P
- -6.98%
- Median Drawdown P
- -2.98%
- Max Drawdown Duration P
- 18 mo
- Average Drawdown Duration P
- 6 mo
- Time to Recovery P
- 9 mo
- Return / Max Drawdown P
- 0.81
- Return / Avg Drawdown P
- 3.05
- Ulcer Index P
- 10.37%
- Positive Rolling Periods % P
- 68.33%
- Return Stability Score P
- 15.73
- Return Persistence P
- 0.11
- Worst Rolling 12M Return P
- -20.00%
- Best Rolling 12M Return P
- 68.69%
- Maximum Monthly Loss P
- -13.58%
- Worst 3-Month Period P
- -22.97%
- Worst 6-Month Period P
- -23.58%
- Return Smoothness Index P
- 11.80
- Pain Adjusted Return P
- 3.05%
- Worst Case Investor Entry P
- -20.00%
- Capital Preservation Score P
- 74.73%
- Aggressiveness Score P
- 6.36%
- Recovery Efficiency P
- 0.81
- Downside Volatility R
- 14.11%
- Upside Volatility R
- 14.52%
- Time in Drawdown % R
- 63.33%
- VaR 95% R
- -8.64%
- VaR 99% R
- -12.97%
- CVaR 95% R
- -11.45%
- CVaR 99% R
- -13.55%
- Semi Variance R
- 0.0017
- Volatility of Drawdowns R
- 7.85%
- CAGR per Unit Drawdown R
- 0.84
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -14.14%
- Return Skewness C
- -0.12
- Return Kurtosis C
- 0.59
- Coefficient of Variation C
- 3.50
- Calmar Ratio C
- 0.81
- Sterling Ratio C
- 0.84
- Burke Ratio C
- 0.50
Filings
Month-end SEBI filings. Missing months stay blank.
SHADE VALUE FUND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SHADE VALUE FUND performed?
- SHADE VALUE FUND (Shade Capital Private Limited) shows CAGR 20.47% and max drawdown -25.27% 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 SHADE VALUE FUND CAGR / max drawdown?
- CAGR is 20.47%; max drawdown is -25.27%. We only publish CAGR when there are enough months (≥12 on this track of 61 months). Learn more
- Where do SHADE VALUE FUND 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 SHADE VALUE FUND?
- 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