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Deep hole on the path
Max drawdown reached -31.3%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 9 months. Getting back to prior peak took about 9 months.
SME Fund Performance
Dormant · no recent filingsEQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Steptrade Share Services Private Limited
Age: 19 months
Trailing return from filed months
- 1Y
- 11.23%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 2.85%
- Max DD
- -31.27%
- Calmar
- 0.09
- Track
- 19 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 +27.5% annualised while Sharpe stayed at 0.23. You sat through noise that barely showed up in the result.
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Wins cluster in fewer months
Hit rate is only +21.1%. Gains arrive in bunches, so long red stretches are part of how this track works.
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Often below a prior high
Roughly 79% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
4.54%
Annualised Return
2.85%
Hit Rate
21.05%
Maximum Drawdown
-31.27%
Annualised Volatility
27.45%
Sharpe Ratio
0.23
Sortino Ratio
0.12
Consistency Score
21.1%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 11.23%
- Worst Year Return P
- -6.01%
- Median Annual Return P
- 2.61%
- Average Monthly Return P
- 0.52%
- Geometric Mean Return P
- 0.23%
- Average Drawdown P
- -6.29%
- Median Drawdown P
- -0.76%
- Max Drawdown Duration P
- 9 mo
- Average Drawdown Duration P
- 8 mo
- Time to Recovery P
- 9 mo
- Return / Max Drawdown P
- 0.09
- Return / Avg Drawdown P
- 0.45
- Ulcer Index P
- 11.47%
- Positive Rolling Periods % P
- 42.11%
- Return Stability Score P
- 12.62
- Return Persistence P
- 0.50
- Worst Rolling 12M Return P
- -3.48%
- Best Rolling 12M Return P
- 11.23%
- Maximum Monthly Loss P
- -14.61%
- Worst 3-Month Period P
- -26.88%
- Worst 6-Month Period P
- -31.04%
- Return Smoothness Index P
- 12.29
- Pain Adjusted Return P
- 0.45%
- Worst Case Investor Entry P
- -3.48%
- Capital Preservation Score P
- 68.73%
- Aggressiveness Score P
- 7.92%
- Recovery Efficiency P
- 0.09
- Downside Volatility R
- 18.00%
- Upside Volatility R
- 30.30%
- Time in Drawdown % R
- 78.95%
- VaR 95% R
- -12.52%
- VaR 99% R
- -17.92%
- CVaR 95% R
- -14.61%
- CVaR 99% R
- -17.92%
- Semi Variance R
- 0.0027
- Volatility of Drawdowns R
- 9.85%
- CAGR per Unit Drawdown R
- 0.09
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -6.01%
- Return Skewness C
- 0.99
- Return Kurtosis C
- 2.23
- Coefficient of Variation C
- 15.26
- Calmar Ratio C
- 0.09
- Sterling Ratio C
- 0.09
- Burke Ratio C
- 0.09
Filings
Month-end SEBI filings. Missing months stay blank.
SME FUND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SME FUND performed?
- SME FUND (Steptrade Share Services Private Limited) shows CAGR 2.85% and max drawdown -31.27% 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 SME FUND CAGR / max drawdown?
- CAGR is 2.85%; max drawdown is -31.27%. We only publish CAGR when there are enough months (≥12 on this track of 19 months). Learn more
- Where do SME 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 SME 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