Strategy performance
Enhanced Equity Portfolio
Nippon Life India Asset Management Limited · AUM ₹0.00 Cr · as of Aug 2026
Our read
₹100 grew to ₹579.7 since inception (+37.0% CAGR), with a max drawdown of −0.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+40.6%
Since inception
+37.0%
Max drawdown
−0.8%
Volatility
+73.1%
Peer position
Loading peer ranks…
Performance
Enhanced Equity Portfolio₹579.7Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | ||||
| 2025 | −0.0% | −0.0% | +161.4% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +161.3% |
| 2024 | −0.0% | −0.0% | +6.5% | 0.0% | −0.0% | −0.0% | −0.0% | −0.0% | −0.0% | +0.0% | +0.0% | −0.0% | +6.4% |
| 2023 | +0.0% | +0.0% | −0.2% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −0.0% | −0.0% | −0.0% | −0.0% | −0.2% |
| 2022 | 0.0% | +15.9% | −0.1% | 0.0% | 0.0% | +62.5% | −0.8% | +1.9% | 0.0% | +0.0% | +0.0% | +0.0% | +90.2% |
| 2021 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +10.2% | −0.3% | 0.0% | +9.8% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- 0.0%
- 6M return
- 0.0%
- 1Y return
- 0.0%
- 2Y CAGR
- +61.6%
- 3Y CAGR
- +40.6%
- 5Y CAGR
- +42.1%
- Since-inception CAGR
- +37.0%
- Total return
- +479.7%
- Average month
- +3.8%
- Median month
- 0.0%
- Average up month
- +14.4%
- Best month
- +161.4%
- Best rolling 12M
- +161.4%
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 Equity Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Enhanced Equity Portfolio performed?
- Enhanced Equity Portfolio (Nippon Life India Asset Management Limited) shows CAGR 36.99% and max drawdown -0.83% 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 Equity Portfolio CAGR / max drawdown?
- CAGR is 36.99%; max drawdown is -0.83%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Enhanced Equity 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 Enhanced Equity 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