Strategy performance
Investment Approach 1
New Horizon Wealth Management Private Limited · AUM ₹0.00 Cr · as of Nov 2025
Our read
₹100 grew to ₹194.2 since inception (+14.7% CAGR), with a max drawdown of −17.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.6%
Since inception
+14.7%
Max drawdown
−17.7%
Volatility
+17.6%
Peer position
Loading peer ranks…
Performance
Investment Approach 1₹194.2Nov 25
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +11.6% | +4.7% | +6.3% | +1.4% | +6.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +33.9% | |
| 2024 | −3.6% | −2.6% | +8.3% | −3.0% | −3.1% | +5.9% | −2.7% | +4.6% | +2.5% | −7.8% | −1.3% | −0.3% | −4.2% |
| 2023 | −9.5% | +2.3% | −4.8% | +8.7% | +8.1% | −0.2% | +2.9% | −2.5% | +5.9% | −4.1% | −2.6% | +3.8% | +6.6% |
| 2022 | +0.2% | −2.9% | +5.0% | −3.6% | −4.9% | −6.2% | +15.7% | +4.6% | −1.1% | +0.8% | −2.7% | −3.7% | −0.7% |
| 2021 | +7.7% | −0.5% | +2.8% | +6.0% | +2.6% | +3.3% | +13.5% | +3.9% | +0.3% | −3.5% | +1.4% | +43.0% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- 0.0%
- 6M return
- 0.0%
- 1Y return
- +33.5%
- 2Y CAGR
- +15.4%
- 3Y CAGR
- +9.6%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +14.7%
- Total return
- +94.2%
- Average month
- +1.3%
- Median month
- +0.1%
- Average up month
- +5.2%
- Best month
- +15.7%
- Best rolling 12M
- +43.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Nov 2025. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Investment Approach 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Investment Approach 1 performed?
- Investment Approach 1 (New Horizon Wealth Management Private Limited) shows CAGR 14.72% and max drawdown -17.66% 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 Investment Approach 1 CAGR / max drawdown?
- CAGR is 14.72%; max drawdown is -17.66%. We only publish CAGR when there are enough months (≥12 on this track of 58 months). Learn more
- Where do Investment Approach 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 Investment Approach 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