Strategy performance
Equity Flexi-Cap Companies
Progressive Share Brokers Private Limited · AUM ₹3.62 Cr · as of Sep 2026
Our read
Since inception the filed path is −0.8% (−0.4% CAGR), with a max drawdown of −32.3%. Benchmark series for this window is not reported here.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
−0.4%
Max drawdown
−32.3%
Volatility
+27.5%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Equity Flexi-Cap Companies₹99.2Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −7.8% | −1.5% | −14.5% | +24.0% | +0.9% | +2.8% | +6.6% | +0.5% | +6.3% | +13.7% | |||
| 2025 | −4.6% | −12.2% | +2.8% | +2.3% | +8.9% | +7.0% | +4.2% | −6.0% | −2.4% | +6.2% | −4.7% | −4.2% | −4.7% |
| 2024 | 0.0% | −0.9% | −7.6% | −8.4% |
Metrics
Tearsheet- 1M return
- +6.4%
- 3M return
- +13.9%
- 6M return
- +46.4%
- 1Y return
- +10.4%
- 2Y CAGR
- −0.4%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −0.4%
- Total return
- −0.8%
- Average month
- +0.3%
- Median month
- +0.2%
- Average up month
- +6.0%
- Best month
- +24.0%
- Best rolling 12M
- +10.4%
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.
Equity Flexi-Cap Companies performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Equity Flexi-Cap Companies performed?
- Equity Flexi-Cap Companies (Progressive Share Brokers Private Limited) shows CAGR -0.43% and max drawdown -32.28% 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 Equity Flexi-Cap Companies CAGR / max drawdown?
- CAGR is -0.43%; max drawdown is -32.28%. We only publish CAGR when there are enough months (≥12 on this track of 24 months). Learn more
- Where do Equity Flexi-Cap Companies 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 Equity Flexi-Cap Companies?
- 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