Strategy performance
Freedom Portfolio - Equity Strategy
Nj Asset Management Private Limited · AUM ₹149 Cr · as of Aug 2026
Our read
₹100 grew to ₹144.8 since inception (+14.4% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −18.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+6.3% vs benchmark
Since inception
+14.4%
Max drawdown
−18.6%
Volatility
+15.9%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Freedom Portfolio - Equity Strategy₹144.8Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.6% | +1.1% | −10.6% | +11.4% | +0.9% | +3.1% | +2.5% | +2.5% | +6.0% | ||||
| 2025 | −6.8% | −9.1% | +6.7% | +2.6% | +5.3% | +4.2% | −1.9% | −1.2% | −0.3% | +2.7% | +0.7% | −0.6% | +1.3% |
| 2024 | +2.3% | +2.2% | +0.5% | +4.4% | +1.4% | +8.6% | +5.1% | +2.6% | +1.6% | −5.3% | +0.8% | +0.5% | +27.0% |
| 2023 | +6.2% | +6.2% |
Metrics
Tearsheet- 1M return
- +2.6%
- 3M return
- +8.3%
- 6M return
- +8.8%
- 1Y return
- +8.8%
- 2Y CAGR
- +2.3%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +14.4%
- Total return
- +44.8%
- Average month
- +1.2%
- Median month
- +1.6%
- Average up month
- +3.3%
- Best month
- +11.4%
- Best rolling 12M
- +34.1%
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.
Freedom Portfolio - Equity Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Freedom Portfolio - Equity Strategy performed?
- Freedom Portfolio - Equity Strategy (Nj Asset Management Private Limited) shows CAGR 14.41% and max drawdown -18.63% 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 Freedom Portfolio - Equity Strategy CAGR / max drawdown?
- CAGR is 14.41%; max drawdown is -18.63%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do Freedom Portfolio - Equity Strategy 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 Freedom Portfolio - Equity Strategy?
- 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