Strategy performance
All Cap Strategy
OLD BRIDGE CAPITAL MANAGEMENT Private. Limited. · AUM ₹1,287 Cr · as of Sep 2026
Our read
₹100 grew to ₹205.4 since inception (+23.4% CAGR), with a max drawdown of −19.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+16.9%
Since inception
+23.4%
Max drawdown
−19.1%
Volatility
+17.8%
Peer position
Loading peer ranks…
Performance
All Cap Strategy₹205.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.3% | −0.9% | −9.3% | +13.0% | +1.2% | +5.2% | +2.6% | +2.9% | −3.1% | +8.2% | |||
| 2025 | −6.1% | −6.2% | +9.5% | +0.8% | +2.9% | +4.5% | −6.2% | −1.0% | +1.1% | +4.6% | +1.4% | +1.9% | +6.0% |
| 2024 | +5.2% | −2.4% | +6.2% | −2.3% | +9.8% | +6.8% | +4.4% | +1.5% | −5.2% | −0.6% | −2.6% | +21.6% | |
| 2023 | +7.7% | +3.7% | +7.1% | +6.0% | +1.2% | +0.2% | −2.7% | +12.7% | +4.3% | +47.2% |
Metrics
Tearsheet- 1M return
- −3.1%
- 3M return
- +2.3%
- 6M return
- +23.2%
- 1Y return
- +17.0%
- 2Y CAGR
- +2.6%
- 3Y CAGR
- +16.9%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +23.4%
- Total return
- +105.4%
- Average month
- +1.9%
- Median month
- +1.5%
- Average up month
- +4.8%
- Best month
- +13.0%
- Best rolling 12M
- +60.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
All Cap Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has All Cap Strategy performed?
- All Cap Strategy (OLD BRIDGE CAPITAL MANAGEMENT Private. Limited.) shows CAGR 23.45% and max drawdown -19.13% 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 All Cap Strategy CAGR / max drawdown?
- CAGR is 23.45%; max drawdown is -19.13%. We only publish CAGR when there are enough months (≥12 on this track of 41 months). Learn more
- Where do All Cap 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 All Cap 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