Our read
₹100 grew to ₹141.0 since inception (+16.5% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −20.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+0.4% vs benchmark
Since inception
+16.5%
Max drawdown
−20.1%
Volatility
+14.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
I-Equity₹141.0Nov 25
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | −3.9% | −9.4% | +6.3% | +3.7% | +3.6% | +4.2% | −3.6% | +0.5% | +1.2% | +4.5% | +1.2% | +7.3% | |
| 2024 | +1.3% | +1.1% | +0.2% | +2.5% | −1.0% | +9.4% | +2.0% | +1.9% | +2.7% | −6.7% | +0.3% | −1.9% | +11.7% |
| 2023 | +1.8% | −0.9% | +8.6% | +7.4% | +17.6% |
Metrics
Tearsheet- 1M return
- +1.2%
- 3M return
- +7.0%
- 6M return
- +8.0%
- 1Y return
- +5.3%
- 2Y CAGR
- +13.5%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +16.5%
- Total return
- +41.0%
- Average month
- +1.4%
- Median month
- +1.3%
- Average up month
- +3.2%
- Best month
- +9.4%
- Best rolling 12M
- +40.6%
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.
I-Equity performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has I-Equity performed?
- I-Equity (Nuvama Asset Management Limited) shows CAGR 16.51% and max drawdown -20.13% 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 I-Equity CAGR / max drawdown?
- CAGR is 16.51%; max drawdown is -20.13%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do I-Equity 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 I-Equity?
- 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