Strategy performance
BLUECHIP- Long Term Capital Appreciation through Equity MF
Allegro Securities Private Limited · AUM ₹7.21 Cr · as of Sep 2026
Our read
₹100 grew to ₹72.2 since inception (−5.7% CAGR), behind its filed benchmark on the same window, with a max drawdown of −57.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
−20.3%
−26.2% vs benchmark
Since inception
−5.7%
Max drawdown
−57.9%
Volatility
+27.6%
Peer position
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Performance
BLUECHIP- Long Term Capital Appreciation through Equity MF₹72.2Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.0% | +0.4% | −9.0% | +6.5% | 0.0% | +1.7% | +1.6% | +0.4% | −4.6% | −4.7% | |||
| 2025 | −1.9% | −6.2% | +6.7% | +3.1% | +2.4% | +3.0% | −1.6% | −2.1% | +0.9% | +3.7% | +1.8% | −0.3% | +9.2% |
| 2024 | +0.7% | +1.4% | −0.6% | +2.6% | +1.4% | +6.3% | +4.3% | +1.2% | +2.3% | −5.8% | −0.1% | −2.0% | +11.8% |
| 2023 | −1.8% | −1.3% | −0.1% | +3.9% | +3.8% | +4.2% | +3.8% | −0.6% | +2.2% | −3.1% | +6.6% | −57.9% | −50.2% |
| 2022 | +0.3% | −4.4% | +3.3% | −1.6% | −2.4% | −4.8% | +9.2% | +4.1% | −2.9% | +4.9% | +2.7% | −3.0% | +4.6% |
| 2021 | +0.1% | −0.3% | +6.7% | +2.0% | +2.1% | +5.7% | +2.3% | +0.6% | −3.5% | +2.2% | +19.1% |
Metrics
Tearsheet- 1M return
- −4.6%
- 3M return
- −2.7%
- 6M return
- +5.3%
- 1Y return
- +0.3%
- 2Y CAGR
- −2.1%
- 3Y CAGR
- −20.3%
- 5Y CAGR
- −9.7%
- Since-inception CAGR
- −5.7%
- Total return
- −27.8%
- Average month
- 0.0%
- Median month
- +0.9%
- Average up month
- +3.1%
- Best month
- +9.2%
- Best rolling 12M
- +25.5%
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.
BLUECHIP- Long Term Capital Appreciation through Equity MF performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has BLUECHIP- Long Term Capital Appreciation through Equity MF performed?
- BLUECHIP- Long Term Capital Appreciation through Equity MF (Allegro Securities Private Limited) shows CAGR -5.68% and max drawdown -57.94% 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 BLUECHIP- Long Term Capital Appreciation through Equity MF CAGR / max drawdown?
- CAGR is -5.68%; max drawdown is -57.94%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do BLUECHIP- Long Term Capital Appreciation through Equity MF 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 BLUECHIP- Long Term Capital Appreciation through Equity MF?
- 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