Strategy performance
Premium Mixed-Balanced
Credit Suisse Securities India Private Limited · AUM ₹0.00 Cr · as of Feb 2026
Our read
₹100 grew to ₹159.1 since inception (+9.6% CAGR), with a max drawdown of −4.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.1%
Since inception
+9.6%
Max drawdown
−4.4%
Volatility
+4.1%
Peer position
Loading peer ranks…
Performance
Premium Mixed-Balanced₹159.1Feb 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.0% | 0.0% | 0.0% | ||||||||||
| 2025 | +0.1% | −0.9% | +1.5% | +1.0% | +1.8% | +1.4% | −0.3% | −0.2% | +0.3% | 0.0% | 0.0% | 0.0% | +4.8% |
| 2024 | +0.9% | +1.6% | +0.8% | +1.1% | +0.6% | +2.1% | +1.7% | +1.0% | +1.2% | −0.4% | +0.4% | +0.4% | +11.9% |
| 2023 | +0.2% | −0.0% | +0.3% | +1.4% | +1.1% | +1.2% | +1.5% | +0.2% | +1.0% | −0.6% | +2.7% | +1.5% | +11.1% |
| 2022 | +0.4% | −1.2% | +0.6% | −0.8% | −1.5% | −0.8% | +2.9% | +1.3% | −0.9% | +1.5% | +1.4% | −0.3% | +2.6% |
| 2021 | +3.5% | +0.4% | +1.1% | +4.4% | +1.9% | +1.7% | +2.8% | +2.4% | +0.8% | −0.4% | −0.8% | +19.1% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- 0.0%
- 6M return
- +0.3%
- 1Y return
- +5.7%
- 2Y CAGR
- +7.0%
- 3Y CAGR
- +9.1%
- 5Y CAGR
- +9.0%
- Since-inception CAGR
- +9.6%
- Total return
- +59.1%
- Average month
- +0.8%
- Median month
- +0.8%
- Average up month
- +1.3%
- Best month
- +4.4%
- Best rolling 12M
- +19.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Feb 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Premium Mixed-Balanced performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Premium Mixed-Balanced performed?
- Premium Mixed-Balanced (Credit Suisse Securities India Private Limited) shows CAGR 9.57% and max drawdown -4.38% 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 Premium Mixed-Balanced CAGR / max drawdown?
- CAGR is 9.57%; max drawdown is -4.38%. We only publish CAGR when there are enough months (≥12 on this track of 61 months). Learn more
- Where do Premium Mixed-Balanced 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 Premium Mixed-Balanced?
- 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