Since 1y 3mShort track · Feb 2024Dormant
Strategy performance
ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO
Aditya Birla Money Limited · AUM Not reported · as of Feb 2024
Our read
₹100 grew to ₹140.7 since inception (+31.4% CAGR), with a max drawdown of −5.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+31.4%
Max drawdown
−5.4%
Volatility
+14.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO₹140.7Feb 24
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +1.8% | +3.2% | +5.0% | ||||||||||
| 2023 | −1.8% | −0.8% | +1.8% | +5.4% | +1.7% | +4.0% | +4.0% | +3.2% | −4.4% | +12.4% | +6.9% | +36.3% | |
| 2022 | +1.4% | −3.0% | −1.7% |
Metrics
Tearsheet- 1M return
- +3.2%
- 3M return
- +12.2%
- 6M return
- +24.4%
- 1Y return
- +45.7%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +31.4%
- Total return
- +40.7%
- Average month
- +2.4%
- Median month
- +1.8%
- Average up month
- +4.2%
- Best month
- +12.4%
- Best rolling 12M
- +45.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Feb 2024. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO performed?
- ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO (Aditya Birla Money Limited) shows CAGR 31.42% and max drawdown -5.43% 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 ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO CAGR / max drawdown?
- CAGR is 31.42%; max drawdown is -5.43%. We only publish CAGR when there are enough months (≥12 on this track of 15 months). Learn more
- Where do ADITYA BIRLA MONEY LTD R B P RULE BASED 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 ADITYA BIRLA MONEY LTD R B P RULE BASED 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