Strategy performance
HealthCare - Long Term Capital Appreciation through equities
Allegro Securities Private Limited · AUM ₹12.2 Cr · as of Sep 2026
Our read
₹100 grew to ₹154.6 since inception (+8.1% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −18.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+5.9%
+1.6% vs benchmark
Since inception
+8.1%
Max drawdown
−18.8%
Volatility
+15.2%
Peer position
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Performance
HealthCare - Long Term Capital Appreciation through equities₹154.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.7% | −0.0% | −9.3% | +11.7% | +5.1% | −0.1% | +0.6% | +0.8% | −4.2% | −3.7% | |||
| 2025 | −2.3% | −3.6% | +6.0% | −0.9% | +0.5% | +6.6% | −1.2% | −4.8% | −0.8% | +1.9% | +3.7% | −2.6% | +1.6% |
| 2024 | +6.0% | −1.7% | −5.5% | +3.3% | −1.2% | +4.4% | +2.9% | +5.0% | +3.3% | −2.3% | +2.9% | +0.5% | +18.2% |
| 2023 | −3.5% | −0.1% | −2.9% | +4.4% | +10.0% | +6.5% | +1.9% | +1.2% | +3.1% | −7.0% | +10.6% | −0.2% | +24.9% |
| 2022 | −2.3% | −1.5% | +4.2% | −0.1% | −5.1% | −3.4% | +2.8% | +3.2% | −1.4% | +3.5% | +0.3% | −2.6% | −2.8% |
| 2021 | −5.8% | −0.5% | +1.9% | +8.0% | +2.8% | +1.4% | −2.8% | −3.5% | +9.9% | −0.7% | +10.0% |
Metrics
Tearsheet- 1M return
- −4.2%
- 3M return
- −2.9%
- 6M return
- +13.8%
- 1Y return
- −0.9%
- 2Y CAGR
- −0.5%
- 3Y CAGR
- +5.9%
- 5Y CAGR
- +8.2%
- Since-inception CAGR
- +8.1%
- Total return
- +54.6%
- Average month
- +0.7%
- Median month
- +0.3%
- Average up month
- +4.1%
- Best month
- +11.7%
- Best rolling 12M
- +37.2%
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.
HealthCare - Long Term Capital Appreciation through equities performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has HealthCare - Long Term Capital Appreciation through equities performed?
- HealthCare - Long Term Capital Appreciation through equities (Allegro Securities Private Limited) shows CAGR 8.12% and max drawdown -18.80% 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 HealthCare - Long Term Capital Appreciation through equities CAGR / max drawdown?
- CAGR is 8.12%; max drawdown is -18.80%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do HealthCare - Long Term Capital Appreciation through equities 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 HealthCare - Long Term Capital Appreciation through equities?
- 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