Strategy performance
Select Sector Portfolio NR
Birla Sun Life Asset Management Company Limited · AUM ₹115 Cr · as of May 2026
Our read
₹100 grew to ₹216.1 since inception (+17.0% CAGR), with a max drawdown of −17.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+22.4%
Since inception
+17.0%
Max drawdown
−17.0%
Volatility
+16.5%
Peer position
Loading peer ranks…
Performance
Select Sector Portfolio NR₹216.1May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.9% | +2.4% | −9.4% | +15.3% | +3.8% | +8.9% | |||||||
| 2025 | −6.9% | −10.8% | +7.0% | +2.2% | +9.0% | +6.0% | −2.1% | −4.3% | −0.5% | +4.1% | +2.4% | −2.4% | +1.8% |
| 2024 | +1.5% | +1.1% | +1.4% | +6.0% | +3.0% | +9.1% | +5.2% | −0.6% | +2.1% | −1.3% | +0.6% | +1.0% | +32.6% |
| 2023 | −1.4% | +0.1% | −0.9% | +4.5% | +2.9% | +3.2% | +4.6% | +3.6% | +1.8% | −3.1% | +8.8% | +4.0% | +31.2% |
| 2022 | −1.9% | −6.1% | +2.8% | +3.8% | −4.3% | −4.7% | +12.1% | +3.7% | −0.8% | +1.6% | +3.0% | −4.0% | +3.8% |
| 2021 | +7.1% | +0.7% | +1.6% | −1.1% | −1.9% | +1.5% | +7.9% |
Metrics
Tearsheet- 1M return
- +3.8%
- 3M return
- +8.4%
- 6M return
- +6.4%
- 1Y return
- +12.0%
- 2Y CAGR
- +13.7%
- 3Y CAGR
- +22.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +17.0%
- Total return
- +116.1%
- Average month
- +1.4%
- Median month
- +1.6%
- Average up month
- +4.1%
- Best month
- +15.3%
- Best rolling 12M
- +50.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Select Sector Portfolio NR performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Select Sector Portfolio NR performed?
- Select Sector Portfolio NR (Birla Sun Life Asset Management Company Limited) shows CAGR 16.97% and max drawdown -16.96% 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 Select Sector Portfolio NR CAGR / max drawdown?
- CAGR is 16.97%; max drawdown is -16.96%. We only publish CAGR when there are enough months (≥12 on this track of 59 months). Learn more
- Where do Select Sector Portfolio NR 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 Select Sector Portfolio NR?
- 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