Strength
Shallow peak-to-trough
Worst drop was -11.2%. Typical drawdowns ran nearer -1.8%. Milder than most equity PMS paths on file.
Unicorn Multi-asset Alpha Portfolio Performance
MULTI ASSETNifty Multi-Asset
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
- 10.46%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 9.28%
- Max DD
- -11.24%
- Calmar
- 0.83
- 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
Strength
Return covers the worst drop
Calmar of 0.83 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Often below a prior high
Roughly 65% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
24.05%
Annualised Return
9.28%
Hit Rate
58.33%
Maximum Drawdown
-11.24%
Annualised Volatility
14.42%
Sharpe Ratio
0.85
Sortino Ratio
0.62
Consistency Score
60.9%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 16.29%
- Worst Year Return P
- 0.78%
- Median Annual Return P
- 5.85%
- Average Monthly Return P
- 1.02%
- Geometric Mean Return P
- 0.94%
- Average Drawdown P
- -1.83%
- Median Drawdown P
- -0.90%
- Max Drawdown Duration P
- 7 mo
- Average Drawdown Duration P
- 4 mo
- Return / Max Drawdown P
- 0.83
- Return / Avg Drawdown P
- 6.50
- Ulcer Index P
- 3.43%
- Positive Rolling Periods % P
- 52.17%
- Return Stability Score P
- 24.02
- Return Persistence P
- -0.16
- Worst Rolling 12M Return P
- 8.11%
- Best Rolling 12M Return P
- 33.43%
- Maximum Monthly Loss P
- -10.10%
- Worst 3-Month Period P
- -8.54%
- Worst 6-Month Period P
- -4.19%
- Return Smoothness Index P
- 15.44
- Pain Adjusted Return P
- 6.50%
- Worst Case Investor Entry P
- 8.11%
- Capital Preservation Score P
- 88.76%
- Aggressiveness Score P
- 4.16%
- Recovery Efficiency P
- 0.83
- Downside Volatility R
- 12.33%
- Upside Volatility R
- 9.71%
- Time in Drawdown % R
- 65.22%
- VaR 95% R
- -5.82%
- VaR 99% R
- -8.66%
- CVaR 95% R
- -8.17%
- CVaR 99% R
- -10.10%
- Semi Variance R
- 0.0013
- Volatility of Drawdowns R
- 2.95%
- CAGR per Unit Drawdown R
- 1.06
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.78%
- Return Skewness C
- -0.50
- Return Kurtosis C
- 1.91
- Coefficient of Variation C
- 4.06
- Calmar Ratio C
- 0.83
- Sterling Ratio C
- 1.06
- Burke Ratio C
- 0.65
Filings
Month-end SEBI filings. Missing months stay blank.
UNICORN MULTI-ASSET ALPHA PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has UNICORN MULTI-ASSET ALPHA PORTFOLIO performed?
- UNICORN MULTI-ASSET ALPHA PORTFOLIO (Unicorn Investment Managers LLP) shows CAGR 9.28% and max drawdown -11.24% 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 MULTI-ASSET ALPHA PORTFOLIO CAGR / max drawdown?
- CAGR is 9.28%; max drawdown is -11.24%. We only publish CAGR when there are enough months (≥12 on this track of 24 months). Learn more
- Where do UNICORN MULTI-ASSET 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 MULTI-ASSET 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