Strategy performance
CORE and SATELLITE PORTFOLIO SCHEME 1
Aditya Birla Money Limited · AUM ₹1.59 Cr · as of Sep 2026
Our read
₹100 grew to ₹164.7 since inception (+12.0% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −19.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.5%
+5.4% vs benchmark
Since inception
+12.0%
Max drawdown
−19.7%
Volatility
+17.4%
Peer position
Loading peer ranks…
Performance
CORE and SATELLITE PORTFOLIO SCHEME 1₹164.7Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.6% | +1.9% | −11.9% | +16.4% | −0.3% | +4.7% | +1.1% | +3.3% | −3.7% | +3.3% | |||
| 2025 | −6.9% | −9.5% | +9.7% | +3.8% | +4.0% | +2.1% | +0.9% | −1.3% | +1.1% | +3.5% | −1.9% | −3.3% | +0.6% |
| 2024 | +0.3% | +1.9% | +3.7% | +7.7% | +0.4% | +0.1% | +1.6% | −3.3% | +3.3% | +1.4% | +18.1% | ||
| 2023 | −6.0% | −0.1% | +1.1% | +4.5% | +4.3% | +4.1% | +1.0% | +3.1% | +4.6% | −4.8% | +8.0% | +7.5% | +29.7% |
| 2022 | −3.4% | +1.0% | −4.3% | +12.1% | +3.5% | −1.5% | +2.1% | +0.9% | −2.4% | +7.3% | |||
| 2021 | −3.6% | −3.6% |
Metrics
Tearsheet- 1M return
- −3.7%
- 3M return
- +0.5%
- 6M return
- +22.0%
- 1Y return
- +1.4%
- 2Y CAGR
- +2.6%
- 3Y CAGR
- +13.5%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +12.0%
- Total return
- +64.7%
- Average month
- +1.1%
- Median month
- +1.1%
- Average up month
- +3.7%
- Best month
- +16.4%
- Best rolling 12M
- +49.1%
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 PORTFOLIO SCHEME 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CORE and SATELLITE PORTFOLIO SCHEME 1 performed?
- CORE and SATELLITE PORTFOLIO SCHEME 1 (Aditya Birla Money Limited) shows CAGR 11.96% and max drawdown -19.73% 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 PORTFOLIO SCHEME 1 CAGR / max drawdown?
- CAGR is 11.96%; max drawdown is -19.73%. We only publish CAGR when there are enough months (≥12 on this track of 53 months). Learn more
- Where do CORE and SATELLITE PORTFOLIO SCHEME 1 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 PORTFOLIO SCHEME 1?
- 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