Strategy performance
PMS SMALLCAP
Dynamic Equities Private Limited · AUM Not reported · as of Jan 2026
Our read
₹100 grew to ₹95.5 since inception (−2.0% CAGR), behind its filed benchmark on the same window, with a max drawdown of −31.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
−12.3% vs benchmark
Since inception
−2.0%
Max drawdown
−31.0%
Volatility
+22.5%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
PMS SMALLCAP₹95.5Jan 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.1% | −3.1% | |||||||||||
| 2025 | −15.5% | −16.0% | +7.3% | −5.3% | +8.5% | +1.6% | −3.0% | −2.8% | −0.2% | +2.4% | −2.4% | +0.6% | −24.8% |
| 2024 | +3.1% | −2.6% | −3.4% | +14.0% | +5.2% | +8.8% | +6.2% | −3.5% | −0.3% | −2.6% | −0.5% | +4.3% | +30.7% |
| 2023 | — | ||||||||||||
| 2022 | — | ||||||||||||
| 2021 | +0.3% | 0.0% | +0.2% |
Metrics
Tearsheet- 1M return
- −3.1%
- 3M return
- −4.8%
- 6M return
- −5.4%
- 1Y return
- −13.8%
- 2Y CAGR
- −3.9%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −2.0%
- Total return
- −4.5%
- Average month
- 0.0%
- Median month
- −0.2%
- Average up month
- +5.2%
- Best month
- +14.0%
- Best rolling 12M
- +30.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jan 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
PMS SMALLCAP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has PMS SMALLCAP performed?
- PMS SMALLCAP (Dynamic Equities Private Limited) shows CAGR -2.04% and max drawdown -30.97% 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 PMS SMALLCAP CAGR / max drawdown?
- CAGR is -2.04%; max drawdown is -30.97%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do PMS SMALLCAP 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 PMS SMALLCAP?
- 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