Strategy performance
PMS for PFs and Special Mandates
Birla Sun Life Asset Management Company Limited · AUM ₹6,38,418 Cr · as of May 2026
Our read
₹100 grew to ₹111.2 since inception (+8.3% CAGR), with a max drawdown of 0.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+8.3%
Max drawdown
0.0%
Volatility
+2.0%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
PMS for PFs and Special Mandates₹111.2May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +0.5% | +0.6% | +0.6% | +0.6% | +2.8% | |||||||
| 2025 | 0.0% | +2.7% | +0.6% | +0.6% | +0.6% | +0.6% | +0.6% | +0.6% | +0.6% | +0.6% | +0.6% | +8.1% |
Metrics
Tearsheet- 1M return
- +0.6%
- 3M return
- +1.7%
- 6M return
- +3.4%
- 1Y return
- +7.0%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +8.3%
- Total return
- +11.2%
- Average month
- +0.7%
- Median month
- +0.6%
- Average up month
- +0.7%
- Best month
- +2.7%
- Best rolling 12M
- +9.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
PMS for PFs and Special Mandates performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has PMS for PFs and Special Mandates performed?
- PMS for PFs and Special Mandates (Birla Sun Life Asset Management Company Limited) shows CAGR 8.27% and max drawdown 0.00% 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 PMS for PFs and Special Mandates CAGR / max drawdown?
- CAGR is 8.27%; max drawdown is 0.00%. We only publish CAGR when there are enough months (≥12 on this track of 16 months). Learn more
- Where do PMS for PFs and Special Mandates 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 PMS for PFs and Special Mandates?
- 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