Watch
Deep hole on the path
Max drawdown reached -26.1%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 3 months.
ValueQuest Platinum Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
VALUEQUEST INVESTMENT ADVISORS Private. Limited.
Age: 30 months
Trailing return from filed months
- 1Y
- 9.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 8.89%
- Max DD
- -26.06%
- Calmar
- 0.34
- Track
- 30 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
12.86%
Annualised Return
8.89%
Hit Rate
56.67%
Maximum Drawdown
-26.06%
Annualised Volatility
28.80%
Sharpe Ratio
0.69
Sortino Ratio
0.42
Consistency Score
55.6%
PPerformance(29)RRisk(12)CConsistency(9)
- Best Year Return P
- -13.39%
- Worst Year Return P
- -13.39%
- Median Annual Return P
- -13.39%
- Average Monthly Return P
- 1.65%
- Geometric Mean Return P
- 1.35%
- Average Drawdown P
- -2.73%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 3 mo
- Average Drawdown Duration P
- 13 mo
- Return / Max Drawdown P
- 0.34
- Return / Avg Drawdown P
- 0.82
- Ulcer Index P
- 11.57%
- Positive Rolling Periods % P
- 42.11%
- Return Stability Score P
- 12.03
- Return Persistence P
- -0.45
- Worst Rolling 12M Return P
- -13.39%
- Best Rolling 12M Return P
- 14.24%
- Maximum Monthly Loss P
- -10.55%
- Worst 3-Month Period P
- -13.61%
- Worst 6-Month Period P
- -1.94%
- Return Smoothness Index P
- 6.69
- Worst Case Investor Entry P
- -13.39%
- Capital Preservation Score P
- 84.00%
- Aggressiveness Score P
- 8.31%
- Recovery Efficiency P
- 0.17
- Downside Volatility R
- 15.16%
- Upside Volatility R
- 21.58%
- Time in Drawdown % R
- 44.44%
- VaR 95% R
- -12.02%
- VaR 99% R
- -17.69%
- CVaR 95% R
- -12.02%
- CVaR 99% R
- -17.69%
- Semi Variance R
- 0.0019
- Volatility of Drawdowns R
- 4.71%
- CAGR per Unit Drawdown R
- 0.34
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.51
- Return Kurtosis C
- 0.71
- Coefficient of Variation C
- 5.04
- Calmar Ratio C
- 0.34
- Sterling Ratio C
- 0.82
- Burke Ratio C
- 0.34
Filings
Month-end SEBI filings. Missing months stay blank.
ValueQuest Platinum performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ValueQuest Platinum performed?
- ValueQuest Platinum (VALUEQUEST INVESTMENT ADVISORS Private. Limited.) shows CAGR 8.89% and max drawdown -26.06% 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 ValueQuest Platinum CAGR / max drawdown?
- CAGR is 8.89%; max drawdown is -26.06%. We only publish CAGR when there are enough months (≥12 on this track of 30 months). Learn more
- Where do ValueQuest Platinum 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 ValueQuest Platinum?
- 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