Strategy performance
LIQUIDPMS
Ladderup Wealth Management Private Limited · AUM ₹0.35 Cr · as of May 2026
Our read
₹100 grew to ₹73.5 since inception (−9.7% CAGR), behind its filed benchmark on the same window, with a max drawdown of −42.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
−9.7%
−20.8% vs benchmark
Since inception
−9.7%
Max drawdown
−42.4%
Volatility
+26.2%
Peer position
Loading peer ranks…
Performance
LIQUIDPMS₹73.5May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | −0.3% | 0.0% | 0.0% | 0.0% | −0.2% | |||||||
| 2025 | +0.6% | +0.5% | +0.7% | +0.6% | +17.1% | 0.0% | +0.1% | +0.1% | +0.1% | +0.1% | +0.0% | +0.0% | +20.6% |
| 2024 | +0.6% | +0.6% | +0.6% | +0.6% | −1.8% | +0.1% | −0.0% | 0.0% | −41.4% | 0.0% | 0.0% | +0.1% | −40.9% |
| 2023 | 0.0% | +0.6% | +0.6% | +0.5% | +0.5% | +0.6% | +0.6% | +3.3% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- 0.0%
- 6M return
- −0.2%
- 1Y return
- +0.3%
- 2Y CAGR
- −15.9%
- 3Y CAGR
- −9.7%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −9.7%
- Total return
- −26.5%
- Average month
- −0.5%
- Median month
- +0.1%
- Average up month
- +1.1%
- Best month
- +17.1%
- Best rolling 12M
- +20.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
LIQUIDPMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has LIQUIDPMS performed?
- LIQUIDPMS (Ladderup Wealth Management Private Limited) shows CAGR -9.75% and max drawdown -42.37% 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 LIQUIDPMS CAGR / max drawdown?
- CAGR is -9.75%; max drawdown is -42.37%. We only publish CAGR when there are enough months (≥12 on this track of 36 months). Learn more
- Where do LIQUIDPMS 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 LIQUIDPMS?
- 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