Strategy performance
Bellwether Long Term Growth
Bellwether Capital Private Limited · AUM ₹2,949 Cr · as of Sep 2026
Our read
₹100 grew to ₹261.6 since inception (+18.5% CAGR), with a max drawdown of −22.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+12.2%
Since inception
+18.5%
Max drawdown
−22.8%
Volatility
+18.0%
Peer position
Loading peer ranks…
Performance
Bellwether Long Term Growth₹261.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.0% | +0.6% | −8.3% | +15.1% | −2.5% | +1.9% | +6.3% | +6.0% | +1.8% | +13.8% | |||
| 2025 | −7.1% | −8.2% | +5.3% | +0.2% | +5.3% | +4.1% | −2.4% | −3.5% | −1.4% | +3.8% | −0.8% | −5.1% | −10.5% |
| 2024 | +6.8% | +0.2% | +1.9% | +5.2% | +1.4% | +7.6% | +4.8% | −3.4% | +5.5% | −4.3% | +3.8% | +0.2% | +32.9% |
| 2023 | −1.9% | −1.4% | −2.4% | +10.0% | +7.2% | +6.8% | +4.9% | +8.5% | −2.2% | −0.7% | +4.1% | +0.9% | +38.0% |
| 2022 | −0.3% | −6.2% | +7.0% | +1.8% | −9.6% | −3.3% | +11.7% | +4.0% | −0.7% | +2.7% | +0.4% | −1.1% | +4.8% |
| 2021 | +13.6% | −1.4% | −0.6% | +7.0% | +3.8% | +5.1% | −2.1% | +9.3% | −0.8% | −3.7% | +0.6% | +33.6% |
Metrics
Tearsheet- 1M return
- +1.8%
- 3M return
- +14.7%
- 6M return
- +31.3%
- 1Y return
- +11.2%
- 2Y CAGR
- +0.7%
- 3Y CAGR
- +12.2%
- 5Y CAGR
- +13.5%
- Since-inception CAGR
- +18.5%
- Total return
- +161.6%
- Average month
- +1.6%
- Median month
- +0.8%
- Average up month
- +4.9%
- Best month
- +15.1%
- Best rolling 12M
- +59.4%
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.
Bellwether Long Term Growth performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Bellwether Long Term Growth performed?
- Bellwether Long Term Growth (Bellwether Capital Private Limited) shows CAGR 18.49% and max drawdown -22.82% 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 Bellwether Long Term Growth CAGR / max drawdown?
- CAGR is 18.49%; max drawdown is -22.82%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Bellwether Long Term Growth 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 Bellwether Long Term Growth?
- 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