Strategy performance
Long-term capital growth
Deutsche Investments India Private Limited · AUM ₹42.9 Cr · as of Aug 2026
Our read
₹100 grew to ₹156.7 since inception (+9.6% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −14.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+12.3%
+1.8% vs benchmark
Since inception
+9.6%
Max drawdown
−14.9%
Volatility
+13.7%
Peer position
Loading peer ranks…
Performance
Long-term capital growth₹156.7Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.3% | +1.2% | −11.3% | +4.7% | −1.0% | +1.5% | +2.4% | −0.2% | −4.7% | ||||
| 2025 | −4.1% | −8.8% | +6.6% | +3.8% | +3.1% | +4.0% | −1.0% | −2.4% | +1.4% | +5.1% | +3.1% | +0.2% | +10.4% |
| 2024 | +0.8% | +2.4% | +0.3% | +3.9% | +1.6% | +6.7% | +2.8% | +1.4% | +1.1% | −4.2% | +2.9% | −1.3% | +19.5% |
| 2023 | −4.2% | −1.0% | +1.3% | +4.1% | +4.5% | +3.4% | +3.5% | −1.4% | +1.8% | −3.0% | +6.1% | +7.5% | +24.2% |
| 2022 | −1.5% | −4.7% | +3.8% | −2.0% | −3.1% | −5.6% | +9.0% | +4.3% | −4.1% | +6.2% | +2.5% | −4.0% | −0.5% |
| 2021 | +0.6% | −2.4% | +2.9% | +1.0% |
Metrics
Tearsheet- 1M return
- −0.2%
- 3M return
- +3.8%
- 6M return
- −4.6%
- 1Y return
- +4.9%
- 2Y CAGR
- +1.7%
- 3Y CAGR
- +12.3%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +9.6%
- Total return
- +56.7%
- Average month
- +0.8%
- Median month
- +1.4%
- Average up month
- +3.3%
- Best month
- +9.0%
- Best rolling 12M
- +36.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Long-term capital growth performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Long-term capital growth performed?
- Long-term capital growth (Deutsche Investments India Private Limited) shows CAGR 9.57% and max drawdown -14.89% 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 Long-term capital growth CAGR / max drawdown?
- CAGR is 9.57%; max drawdown is -14.89%. We only publish CAGR when there are enough months (≥12 on this track of 59 months). Learn more
- Where do Long-term capital 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 Long-term capital 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