Watch
Often below a prior high
Roughly 52% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Unicorn MID - Small cap alpha portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Unicorn Investment Managers LLP
Age: 24 months
Trailing return from filed months
- 1Y
- 30.69%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 16.43%
- Max DD
- -21.89%
- Calmar
- 0.75
- 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
Total Return
35.32%
Annualised Return
16.43%
Hit Rate
62.50%
Maximum Drawdown
-21.89%
Annualised Volatility
20.23%
Sharpe Ratio
0.88
Sortino Ratio
0.75
Consistency Score
60.9%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 18.73%
- Worst Year Return P
- 3.86%
- Median Annual Return P
- 9.74%
- Average Monthly Return P
- 1.49%
- Geometric Mean Return P
- 1.32%
- Average Drawdown P
- -4.55%
- Median Drawdown P
- -0.76%
- Max Drawdown Duration P
- 10 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 10 mo
- Return / Max Drawdown P
- 0.75
- Return / Avg Drawdown P
- 3.76
- Ulcer Index P
- 7.63%
- Positive Rolling Periods % P
- 52.17%
- Return Stability Score P
- 17.13
- Return Persistence P
- 0.05
- Worst Rolling 12M Return P
- 1.80%
- Best Rolling 12M Return P
- 33.72%
- Maximum Monthly Loss P
- -12.25%
- Worst 3-Month Period P
- -20.58%
- Worst 6-Month Period P
- -9.62%
- Return Smoothness Index P
- 12.21
- Pain Adjusted Return P
- 3.76%
- Worst Case Investor Entry P
- 1.80%
- Capital Preservation Score P
- 78.11%
- Aggressiveness Score P
- 5.84%
- Recovery Efficiency P
- 0.75
- Downside Volatility R
- 17.08%
- Upside Volatility R
- 11.35%
- Time in Drawdown % R
- 52.17%
- VaR 95% R
- -8.11%
- VaR 99% R
- -12.09%
- CVaR 95% R
- -11.62%
- CVaR 99% R
- -12.25%
- Semi Variance R
- 0.0024
- Volatility of Drawdowns R
- 6.47%
- CAGR per Unit Drawdown R
- 0.78
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 3.86%
- Return Skewness C
- -0.77
- Return Kurtosis C
- 0.65
- Coefficient of Variation C
- 3.92
- Calmar Ratio C
- 0.75
- Sterling Ratio C
- 0.78
- Burke Ratio C
- 0.72
Filings
Month-end SEBI filings. Missing months stay blank.
UNICORN MID - SMALL CAP ALPHA PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has UNICORN MID - SMALL CAP ALPHA PORTFOLIO performed?
- UNICORN MID - SMALL CAP ALPHA PORTFOLIO (Unicorn Investment Managers LLP) shows CAGR 16.43% and max drawdown -21.89% 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 UNICORN MID - SMALL CAP ALPHA PORTFOLIO CAGR / max drawdown?
- CAGR is 16.43%; max drawdown is -21.89%. We only publish CAGR when there are enough months (≥12 on this track of 24 months). Learn more
- Where do UNICORN MID - SMALL CAP ALPHA PORTFOLIO 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 UNICORN MID - SMALL CAP ALPHA PORTFOLIO?
- 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