Strategy performance
Envision India Opportunities Portfolio
Envision Capital Services Pvtltd · AUM ₹141 Cr · as of Sep 2026
Our read
₹100 grew to ₹227.4 since inception (+16.4% CAGR), with a max drawdown of −22.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+12.2%
Since inception
+16.4%
Max drawdown
−22.9%
Volatility
+15.9%
Peer position
Loading peer ranks…
Performance
Envision India Opportunities Portfolio₹227.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −7.3% | −2.3% | −8.3% | +13.4% | +1.0% | +7.4% | +2.3% | +3.4% | −4.0% | +3.8% | |||
| 2025 | −10.2% | −9.0% | +5.1% | +4.2% | +7.8% | +3.3% | −0.0% | +1.2% | +1.5% | +4.6% | −0.9% | −2.2% | +3.7% |
| 2024 | +3.9% | −1.4% | +7.0% | −1.9% | +10.6% | +3.5% | +3.4% | +2.5% | −4.1% | −1.4% | −0.3% | +23.3% | |
| 2023 | −2.9% | −0.1% | −0.8% | +4.0% | +6.1% | +6.0% | +7.6% | +5.3% | −0.6% | −0.6% | +5.3% | +2.4% | +35.9% |
| 2022 | −1.8% | −6.1% | +2.0% | +2.4% | −3.4% | −3.4% | +6.0% | +7.9% | −1.0% | +2.9% | +1.8% | −3.0% | +3.4% |
| 2021 | +1.4% | +5.3% | +1.5% | +3.5% | +3.7% | +6.2% | −1.6% | −1.6% | +1.9% | +21.9% |
Metrics
Tearsheet- 1M return
- −4.0%
- 3M return
- +1.6%
- 6M return
- +24.9%
- 1Y return
- +5.3%
- 2Y CAGR
- +0.8%
- 3Y CAGR
- +12.2%
- 5Y CAGR
- +14.3%
- Since-inception CAGR
- +16.4%
- Total return
- +127.4%
- Average month
- +1.4%
- Median month
- +1.8%
- Average up month
- +4.5%
- Best month
- +13.4%
- Best rolling 12M
- +54.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Envision India Opportunities Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Envision India Opportunities Portfolio performed?
- Envision India Opportunities Portfolio (Envision Capital Services Pvtltd) shows CAGR 16.38% and max drawdown -22.86% 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 Envision India Opportunities Portfolio CAGR / max drawdown?
- CAGR is 16.38%; max drawdown is -22.86%. We only publish CAGR when there are enough months (≥12 on this track of 65 months). Learn more
- Where do Envision India Opportunities Portfolio 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 Envision India Opportunities Portfolio?
- 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