Strategy performance
ARTH LONG TERM OWNER APPROACH
Arth Portfolio Management Private Limited · AUM ₹43.6 Cr · as of Sep 2026
Our read
₹100 grew to ₹112.4 since inception (+4.8% CAGR), with a max drawdown of −38.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+4.8%
Max drawdown
−38.3%
Volatility
+27.6%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
ARTH LONG TERM OWNER APPROACH₹112.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.5% | −2.1% | −14.7% | +24.0% | +3.1% | +8.9% | −0.8% | −2.8% | −1.2% | +9.1% | |||
| 2025 | −5.7% | −12.9% | +9.0% | +7.2% | +4.2% | +1.2% | −3.4% | −2.0% | +4.6% | +2.2% | −4.6% | −0.9% | −3.1% |
| 2024 | +11.5% | +3.2% | +2.9% | +15.9% | −4.8% | −8.6% | −4.8% | −2.3% | −4.3% | +6.3% |
Metrics
Tearsheet- 1M return
- −1.2%
- 3M return
- −4.7%
- 6M return
- +32.8%
- 1Y return
- +5.5%
- 2Y CAGR
- −2.9%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +4.8%
- Total return
- +12.4%
- Average month
- +0.7%
- Median month
- −1.1%
- Average up month
- +7.5%
- Best month
- +24.0%
- Best rolling 12M
- +13.7%
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.
ARTH LONG TERM OWNER APPROACH performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ARTH LONG TERM OWNER APPROACH performed?
- ARTH LONG TERM OWNER APPROACH (Arth Portfolio Management Private Limited) shows CAGR 4.80% and max drawdown -38.27% 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 ARTH LONG TERM OWNER APPROACH CAGR / max drawdown?
- CAGR is 4.80%; max drawdown is -38.27%. We only publish CAGR when there are enough months (≥12 on this track of 30 months). Learn more
- Where do ARTH LONG TERM OWNER APPROACH 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 ARTH LONG TERM OWNER APPROACH?
- 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