Our read
₹100 grew to ₹180.0 since inception (+10.9% CAGR), with a max drawdown of −22.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+5.5%
Since inception
+10.9%
Max drawdown
−22.7%
Volatility
+15.5%
Peer position
Loading peer ranks…
Performance
MNC Portfolio - NRI₹180.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.7% | +3.1% | −10.8% | +15.7% | +1.3% | +3.1% | +1.1% | +0.1% | −6.8% | +1.0% | |||
| 2025 | −6.1% | −8.8% | +5.4% | −0.0% | +7.7% | +7.0% | −3.1% | −1.3% | +0.5% | +0.5% | −2.1% | −2.5% | −4.1% |
| 2024 | −1.3% | +1.1% | +1.2% | +4.2% | +6.3% | +8.3% | +1.7% | −1.4% | +0.9% | −3.1% | −0.9% | −4.8% | +12.0% |
| 2023 | −2.5% | +0.5% | −0.0% | +2.3% | +4.3% | +4.1% | +3.4% | +3.4% | −1.4% | −2.7% | +6.1% | +4.7% | +24.0% |
| 2022 | −1.5% | −6.8% | +2.3% | −1.6% | −0.9% | −1.8% | +6.7% | +7.5% | −1.9% | −1.0% | −0.4% | −2.9% | −3.2% |
| 2021 | +5.2% | +6.4% | −2.6% | +8.0% | +2.8% | +4.0% | +4.7% | +2.1% | +1.3% | −1.7% | +3.5% | +38.3% |
Metrics
Tearsheet- 1M return
- −6.8%
- 3M return
- −5.7%
- 6M return
- +13.9%
- 1Y return
- −3.1%
- 2Y CAGR
- −5.9%
- 3Y CAGR
- +5.5%
- 5Y CAGR
- +6.0%
- Since-inception CAGR
- +10.9%
- Total return
- +80.0%
- Average month
- +1.0%
- Median month
- +0.7%
- Average up month
- +4.0%
- Best month
- +15.7%
- Best rolling 12M
- +38.2%
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.
MNC Portfolio - NRI performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has MNC Portfolio - NRI performed?
- MNC Portfolio - NRI (Anand Rathi Advisors Limited) shows CAGR 10.93% and max drawdown -22.74% 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 MNC Portfolio - NRI CAGR / max drawdown?
- CAGR is 10.93%; max drawdown is -22.74%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do MNC Portfolio - NRI 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 MNC Portfolio - NRI?
- 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