Since 2y 5mShort track · Mar 2026
Our read
Since inception the filed path is −7.3% (−3.1% CAGR), with a max drawdown of −22.7%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
−3.1%
Max drawdown
−22.7%
Volatility
+14.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Optima₹92.7Mar 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.7% | +0.8% | −11.7% | −13.3% | |||||||||
| 2025 | −6.3% | −9.5% | +3.8% | +2.0% | +2.9% | +2.0% | −3.5% | −2.2% | +1.5% | +3.8% | +1.4% | −0.8% | −5.7% |
| 2024 | −3.1% | +0.5% | −2.1% | +4.7% | +0.8% | +7.3% | +3.1% | −0.8% | −0.6% | −5.4% | +1.6% | −0.3% | +5.1% |
| 2023 | +4.9% | +2.8% | +7.8% |
Metrics
Tearsheet- 1M return
- −11.7%
- 3M return
- −13.3%
- 6M return
- −9.5%
- 1Y return
- −7.2%
- 2Y CAGR
- −5.0%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −3.1%
- Total return
- −7.3%
- Average month
- −0.2%
- Median month
- +0.8%
- Average up month
- +2.7%
- Best month
- +7.3%
- Best rolling 12M
- +11.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Mar 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Optima performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Optima performed?
- Optima (LGT WEALTH INDIA PRIVATE LIMITED) shows CAGR -3.11% and max drawdown -22.71% 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 Optima CAGR / max drawdown?
- CAGR is -3.11%; max drawdown is -22.71%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do Optima 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 Optima?
- 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