Strategy performance
Core and Satellite Equity Portfolio
Aditya Birla Money Limited · AUM ₹53.1 Cr · as of Sep 2026
Our read
₹100 grew to ₹166.1 since inception (+9.8% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −26.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+10.5%
+4.5% vs benchmark
Since inception
+9.8%
Max drawdown
−26.5%
Volatility
+17.5%
Peer position
Loading peer ranks…
Performance
Core and Satellite Equity Portfolio₹166.1Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.5% | +1.5% | −12.3% | +16.3% | −0.5% | +4.5% | +0.7% | +4.2% | −3.7% | +2.8% | |||
| 2025 | −7.2% | −11.4% | +10.9% | +3.0% | +5.7% | +1.9% | +1.1% | −0.8% | +1.1% | +3.1% | −2.0% | −2.6% | +1.2% |
| 2024 | −0.1% | +0.6% | +0.7% | +5.0% | +0.7% | +0.3% | +1.1% | −2.8% | +3.1% | +0.5% | +9.2% | ||
| 2023 | −5.3% | +0.3% | +0.6% | +4.7% | +4.6% | +4.1% | +2.1% | +3.5% | +4.5% | −4.9% | +8.3% | +6.8% | +32.4% |
| 2022 | −3.5% | −3.0% | −3.0% | −4.6% | −6.6% | −5.3% | +12.8% | +3.5% | −0.8% | +2.2% | −2.4% | −11.5% | |
| 2021 | +4.6% | +1.9% | +1.2% | +7.1% | +6.3% | +2.0% | +3.4% | +0.4% | +0.1% | −7.5% | +3.7% | +24.9% |
Metrics
Tearsheet- 1M return
- −3.7%
- 3M return
- +0.9%
- 6M return
- +22.1%
- 1Y return
- +1.2%
- 2Y CAGR
- +2.3%
- 3Y CAGR
- +10.5%
- 5Y CAGR
- +6.2%
- Since-inception CAGR
- +9.8%
- Total return
- +66.1%
- Average month
- +0.9%
- Median month
- +1.1%
- Average up month
- +3.6%
- Best month
- +16.3%
- Best rolling 12M
- +40.4%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Core and Satellite Equity Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Core and Satellite Equity Portfolio performed?
- Core and Satellite Equity Portfolio (Aditya Birla Money Limited) shows CAGR 9.82% and max drawdown -26.51% 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 Core and Satellite Equity Portfolio CAGR / max drawdown?
- CAGR is 9.82%; max drawdown is -26.51%. We only publish CAGR when there are enough months (≥12 on this track of 65 months). Learn more
- Where do Core and Satellite Equity 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 Core and Satellite Equity 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