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Calendar year luck is real
Best year hit +30.0%. Worst calendar year was -14.7%. A +45% gap means the year you enter can dominate how the track feels.
ValPro Conserve C PMS Performance
Dormant · no recent filingsEQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
VALUE PROLIFIC INVESTMENTS AND CONSULTING PRIVATE LIMITED
Age: 55 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- 9.36%
- 5Y
- Needs 60 months
- CAGR
- 4.95%
- Max DD
- -23.48%
- Calmar
- 0.21
- Track
- 55 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)
11.31%
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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Ugly trailing 12-month prints
Worst rolling year hit -23.5%. The best rolling year was +47.2%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
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Wins cluster in fewer months
Hit rate is only +43.6%. 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 78% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
24.78%
Annualised Return
4.95%
Hit Rate
43.64%
Maximum Drawdown
-23.48%
Annualised Volatility
12.67%
Sharpe Ratio
0.45
Sortino Ratio
0.38
Consistency Score
44.4%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 30.04%
- Worst Year Return P
- -14.66%
- Median Annual Return P
- 0.59%
- Average Monthly Return P
- 0.48%
- Geometric Mean Return P
- 0.41%
- Average Drawdown P
- -7.30%
- Median Drawdown P
- -8.52%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 23 mo
- Time to Recovery P
- 21 mo
- Return / Max Drawdown P
- 0.21
- Return / Avg Drawdown P
- 0.69
- Ulcer Index P
- 9.40%
- Positive Rolling Periods % P
- 53.70%
- Return Stability Score P
- 27.34
- Return Persistence P
- 0.23
- Worst Rolling 12M Return P
- -23.48%
- Best Rolling 12M Return P
- 47.16%
- Maximum Monthly Loss P
- -7.19%
- Worst 3-Month Period P
- -11.95%
- Worst 6-Month Period P
- -14.88%
- Return Smoothness Index P
- 21.90
- Pain Adjusted Return P
- 0.69%
- Worst Case Investor Entry P
- -23.48%
- Capital Preservation Score P
- 76.52%
- Aggressiveness Score P
- 3.66%
- Recovery Efficiency P
- 0.12
- Downside Volatility R
- 6.17%
- Upside Volatility R
- 8.98%
- Time in Drawdown % R
- 77.78%
- VaR 95% R
- -5.54%
- VaR 99% R
- -8.03%
- CVaR 95% R
- -6.25%
- CVaR 99% R
- -8.03%
- Semi Variance R
- 0.0003
- Volatility of Drawdowns R
- 5.38%
- CAGR per Unit Drawdown R
- 0.21
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -14.66%
- Return Skewness C
- 0.38
- Return Kurtosis C
- 0.51
- Coefficient of Variation C
- 7.69
- Calmar Ratio C
- 0.21
- Sterling Ratio C
- 0.21
- Burke Ratio C
- 0.17
Filings
Month-end SEBI filings. Missing months stay blank.
ValPro Conserve C PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ValPro Conserve C PMS performed?
- ValPro Conserve C PMS (VALUE PROLIFIC INVESTMENTS AND CONSULTING PRIVATE LIMITED) shows CAGR 4.95% and max drawdown -23.48% 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 ValPro Conserve C PMS CAGR / max drawdown?
- CAGR is 4.95%; max drawdown is -23.48%. We only publish CAGR when there are enough months (≥12 on this track of 55 months). Learn more
- Where do ValPro Conserve C PMS 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 ValPro Conserve C PMS?
- 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