Since 1y 8mShort track · Apr 2024Dormant
Strategy performance
Wealth Protector Multi Asset Strategy
COMPOSITE INVESTMENTS PRIVATE LIMITED · AUM Not reported · as of Apr 2024
Our read
₹100 grew to ₹112.1 since inception (+7.1% CAGR), with a max drawdown of −3.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+7.1%
Max drawdown
−3.1%
Volatility
+5.2%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Wealth Protector Multi Asset Strategy₹112.1Apr 24
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +1.8% | +1.6% | +0.7% | −0.1% | +4.0% | ||||||||
| 2023 | +1.4% | +0.7% | −3.1% | +0.6% | +1.8% | −1.3% | +0.7% | +0.9% | +1.7% | +0.9% | −0.7% | +1.4% | +5.1% |
| 2022 | +0.6% | −2.1% | +3.6% | +0.4% | +2.5% |
Metrics
Tearsheet- 1M return
- −0.1%
- 3M return
- +2.2%
- 6M return
- +4.8%
- 1Y return
- +9.9%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +7.1%
- Total return
- +12.1%
- Average month
- +0.6%
- Median month
- +0.7%
- Average up month
- +1.3%
- Best month
- +3.7%
- Best rolling 12M
- +10.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Apr 2024. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Wealth Protector Multi Asset Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Wealth Protector Multi Asset Strategy performed?
- Wealth Protector Multi Asset Strategy (COMPOSITE INVESTMENTS PRIVATE LIMITED) shows CAGR 7.11% and max drawdown -3.07% 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 Wealth Protector Multi Asset Strategy CAGR / max drawdown?
- CAGR is 7.11%; max drawdown is -3.07%. We only publish CAGR when there are enough months (≥12 on this track of 20 months). Learn more
- Where do Wealth Protector Multi Asset 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 Wealth Protector Multi Asset 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