Strategy performance
Enhanced Portfolio 1
Hdfc Asset Management Company Limited · AUM ₹6.13 Cr · as of Aug 2026
Our read
₹100 grew to ₹188.9 since inception (+12.3% CAGR), with a max drawdown of −17.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+7.2%
Since inception
+12.3%
Max drawdown
−17.5%
Volatility
+13.6%
Peer position
Loading peer ranks…
Performance
Enhanced Portfolio 1₹188.9Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.3% | −0.4% | −12.1% | +8.1% | +0.4% | +1.6% | +1.5% | −0.3% | −6.4% | ||||
| 2025 | −4.6% | −7.2% | +6.5% | +2.5% | +2.9% | +3.1% | −1.1% | −1.6% | +0.8% | +3.2% | +1.5% | −0.3% | +4.9% |
| 2024 | +0.3% | +0.7% | +0.4% | +3.9% | +1.2% | +6.0% | +3.3% | +0.9% | +1.6% | −5.4% | +0.3% | −1.1% | +12.3% |
| 2023 | −2.7% | −1.8% | +1.2% | +4.5% | +3.3% | +4.4% | +5.1% | −1.0% | +2.6% | −3.8% | +5.6% | +7.2% | +26.6% |
| 2022 | +1.8% | −4.5% | +4.1% | −0.6% | −2.1% | −2.5% | +4.4% | −2.4% | +4.5% | +2.0% | −2.9% | +1.3% | |
| 2021 | +11.3% | −1.2% | −0.3% | +8.5% | +0.9% | +0.6% | +5.0% | +4.8% | +1.5% | −4.3% | +3.6% | +33.6% |
Metrics
Tearsheet- 1M return
- −0.3%
- 3M return
- +2.9%
- 6M return
- −1.8%
- 1Y return
- −1.5%
- 2Y CAGR
- −3.2%
- 3Y CAGR
- +7.2%
- 5Y CAGR
- +9.4%
- Since-inception CAGR
- +12.3%
- Total return
- +88.9%
- Average month
- +1.0%
- Median month
- +1.1%
- Average up month
- +3.3%
- Best month
- +11.3%
- Best rolling 12M
- +36.1%
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.
Enhanced Portfolio 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Enhanced Portfolio 1 performed?
- Enhanced Portfolio 1 (Hdfc Asset Management Company Limited) shows CAGR 12.26% and max drawdown -17.46% 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 Enhanced Portfolio 1 CAGR / max drawdown?
- CAGR is 12.26%; max drawdown is -17.46%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Enhanced Portfolio 1 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 Enhanced Portfolio 1?
- 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