Since 1y 1mShort track · Sep 2023Dormant
Strategy performance
OPTIMA STRATEGY
COMPOSITE INVESTMENTS PRIVATE LIMITED · AUM Not reported · as of Sep 2023
Our read
₹100 grew to ₹126.1 since inception (+23.9% CAGR), with a max drawdown of −6.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+23.9%
Max drawdown
−6.4%
Volatility
+12.2%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
OPTIMA STRATEGY₹126.1Sep 23
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | −3.4% | +0.9% | −2.2% | +5.1% | +9.2% | +4.7% | +4.0% | +3.3% | +1.2% | +24.6% | |||
| 2022 | −1.2% | +3.0% | +1.3% | −1.8% | +1.2% |
Metrics
Tearsheet- 1M return
- +1.2%
- 3M return
- +8.7%
- 6M return
- +30.7%
- 1Y return
- +27.6%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +23.9%
- Total return
- +26.1%
- Average month
- +1.9%
- Median month
- +1.3%
- Average up month
- +3.6%
- Best month
- +9.2%
- Best rolling 12M
- +27.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2023. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
OPTIMA STRATEGY performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has OPTIMA STRATEGY performed?
- OPTIMA STRATEGY (COMPOSITE INVESTMENTS PRIVATE LIMITED) shows CAGR 23.87% and max drawdown -6.44% 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 OPTIMA STRATEGY CAGR / max drawdown?
- CAGR is 23.87%; max drawdown is -6.44%. We only publish CAGR when there are enough months (≥12 on this track of 13 months). Learn more
- Where do OPTIMA STRATEGY 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 OPTIMA STRATEGY?
- 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