Strength
Paid well for the ride
Sharpe of 1.65 means return more than paid for the volatility on this sample. Sortino sits at 1.63.
Capital Appreciation - Select Direct - Asset Allocation Portfolio Performance
HYBRIDNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Wealth Managers India Private Limited
Age: 64 months
Trailing return from filed months
- 1Y
- Not reported
- 3Y
- Not reported
- 5Y
- Not reported
- CAGR
- 8.69%
- Max DD
- -6.49%
- Calmar
- 1.34
- Track
- 64 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)
10.06%
Rolling CAGR (5Y)
8.02%
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
Strength
Shallow peak-to-trough
Worst drop was -6.5%. Typical drawdowns ran nearer -1.0%. Milder than most equity PMS paths on file.
Watch
Often below a prior high
Roughly 50% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+68.8% of months finished up. Losses exist, but they were not the default month.
Strength
Most holding windows finished up
77% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
58.53%
Annualised Return
8.69%
Hit Rate
68.75%
Maximum Drawdown
-6.49%
Annualised Volatility
5.52%
Sharpe Ratio
1.65
Sortino Ratio
1.63
Consistency Score
69.4%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 17.16%
- Worst Year Return P
- -1.24%
- Median Annual Return P
- 9.59%
- Average Monthly Return P
- 0.76%
- Geometric Mean Return P
- 0.75%
- Average Drawdown P
- -0.98%
- Median Drawdown P
- -0.03%
- Max Drawdown Duration P
- 10 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 10 mo
- Return / Max Drawdown P
- 1.34
- Return / Avg Drawdown P
- 9.53
- Ulcer Index P
- 1.83%
- Positive Rolling Periods % P
- 77.42%
- Return Stability Score P
- 62.74
- Return Persistence P
- 0.21
- Worst Rolling 12M Return P
- -1.55%
- Best Rolling 12M Return P
- 19.15%
- Maximum Monthly Loss P
- -4.20%
- Worst 3-Month Period P
- -4.19%
- Worst 6-Month Period P
- -6.49%
- Return Smoothness Index P
- 50.88
- Pain Adjusted Return P
- 9.53%
- Worst Case Investor Entry P
- -1.55%
- Capital Preservation Score P
- 93.51%
- Aggressiveness Score P
- 1.59%
- Recovery Efficiency P
- 1.34
- Downside Volatility R
- 3.88%
- Upside Volatility R
- 3.38%
- Time in Drawdown % R
- 50.00%
- VaR 95% R
- -1.86%
- VaR 99% R
- -2.95%
- CVaR 95% R
- -3.17%
- CVaR 99% R
- -3.77%
- Semi Variance R
- 0.0001
- Volatility of Drawdowns R
- 1.54%
- CAGR per Unit Drawdown R
- 1.44
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -1.24%
- Return Skewness C
- -0.55
- Return Kurtosis C
- 1.00
- Coefficient of Variation C
- 2.10
- Calmar Ratio C
- 1.34
- Sterling Ratio C
- 1.44
- Burke Ratio C
- 1.01
Filings
Month-end SEBI filings. Missing months stay blank.
Capital Appreciation - Select Direct - Asset Allocation Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Capital Appreciation - Select Direct - Asset Allocation Portfolio performed?
- Capital Appreciation - Select Direct - Asset Allocation Portfolio (Wealth Managers India Private Limited) shows CAGR 8.69% and max drawdown -6.49% 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 Capital Appreciation - Select Direct - Asset Allocation Portfolio CAGR / max drawdown?
- CAGR is 8.69%; max drawdown is -6.49%. We only publish CAGR when there are enough months (≥12 on this track of 64 months). Learn more
- Where do Capital Appreciation - Select Direct - Asset Allocation 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 Capital Appreciation - Select Direct - Asset Allocation 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