Strategy performance
MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised)
Pl Asset Management Private Limited · AUM ₹24.4 Cr · as of Aug 2026
Our read
₹100 grew to ₹122.2 since inception (+12.8% CAGR), with a max drawdown of −10.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+12.8%
Max drawdown
−10.2%
Volatility
+14.3%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised)₹122.2Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.6% | +0.7% | −10.2% | +9.0% | +1.8% | −2.5% | +1.5% | +2.8% | +5.9% | ||||
| 2025 | −2.0% | −5.2% | +5.5% | +3.8% | +3.4% | +2.4% | −1.8% | −0.8% | +3.8% | +4.0% | +1.8% | +0.3% | +15.5% |
Metrics
Tearsheet- 1M return
- +2.8%
- 3M return
- +1.8%
- 6M return
- +1.6%
- 1Y return
- +16.7%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +12.8%
- Total return
- +22.2%
- Average month
- +1.1%
- Median month
- +1.8%
- Average up month
- +3.2%
- Best month
- +9.0%
- Best rolling 12M
- +29.7%
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.
MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) performed?
- MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) (Pl Asset Management Private Limited) shows CAGR 12.81% and max drawdown -10.16% 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 MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) CAGR / max drawdown?
- CAGR is 12.81%; max drawdown is -10.16%. We only publish CAGR when there are enough months (≥12 on this track of 20 months). Learn more
- Where do MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised) 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 MULTI ASSET DYNAMIC PORTFOLIO (TWRR Unitised)?
- 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