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Deep hole on the path
Max drawdown reached -38.4%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 4 months.
Kalpavruksha Moderate Scheme Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
WAY2WEALTH BROKERS PRIVATE Limited.
Age: 37 months
Trailing return from filed months
- 1Y
- 5.24%
- 3Y
- Not reported
- 5Y
- Needs 60 months
- CAGR
- -4.74%
- Max DD
- -38.36%
- Calmar
- -0.12
- Track
- 37 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)
3.46%
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 -26.7%. The best rolling year was +23.8%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Often below a prior high
Roughly 57% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Most holding windows finished up
96% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
0.90%
Annualised Return
-4.74%
Hit Rate
64.86%
Maximum Drawdown
-38.36%
Annualised Volatility
3.79%
Sharpe Ratio
0.42
Sortino Ratio
-0.12
Consistency Score
57.1%
PPerformance(26)RRisk(12)CConsistency(9)
- Average Monthly Return P
- 0.13%
- Geometric Mean Return P
- 0.13%
- Average Drawdown P
- -1.07%
- Median Drawdown P
- -1.79%
- Max Drawdown Duration P
- 4 mo
- Average Drawdown Duration P
- 37 mo
- Return / Max Drawdown P
- -0.12
- Return / Avg Drawdown P
- -0.21
- Ulcer Index P
- 24.14%
- Positive Rolling Periods % P
- 96.15%
- Return Stability Score P
- 91.33
- Return Persistence P
- -0.27
- Worst Rolling 12M Return P
- -26.73%
- Best Rolling 12M Return P
- 23.81%
- Maximum Monthly Loss P
- -2.15%
- Worst 3-Month Period P
- -1.79%
- Worst 6-Month Period P
- -0.08%
- Return Smoothness Index P
- 54.01
- Worst Case Investor Entry P
- -26.73%
- Capital Preservation Score P
- 97.85%
- Aggressiveness Score P
- 1.09%
- Recovery Efficiency P
- -0.04
- Downside Volatility R
- 40.37%
- Upside Volatility R
- 1.14%
- Time in Drawdown % R
- 57.14%
- VaR 95% R
- -1.67%
- VaR 99% R
- -2.41%
- CVaR 95% R
- -2.15%
- CVaR 99% R
- -2.41%
- Semi Variance R
- 0.0136
- Volatility of Drawdowns R
- 1.01%
- CAGR per Unit Drawdown R
- -0.12
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -1.83
- Return Kurtosis C
- 3.88
- Coefficient of Variation C
- 8.24
- Calmar Ratio C
- -0.12
- Sterling Ratio C
- -0.21
- Burke Ratio C
- -0.12
Filings
Month-end SEBI filings. Missing months stay blank.
KALPAVRUKSHA MODERATE SCHEME performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has KALPAVRUKSHA MODERATE SCHEME performed?
- KALPAVRUKSHA MODERATE SCHEME (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR -4.74% and max drawdown -38.36% 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 KALPAVRUKSHA MODERATE SCHEME CAGR / max drawdown?
- CAGR is -4.74%; max drawdown is -38.36%. We only publish CAGR when there are enough months (≥12 on this track of 37 months). Learn more
- Where do KALPAVRUKSHA MODERATE SCHEME 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 KALPAVRUKSHA MODERATE SCHEME?
- 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