Our read
₹100 grew to ₹197.0 since inception (+16.9% CAGR), with a max drawdown of −11.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+17.3%
Since inception
+16.9%
Max drawdown
−11.7%
Volatility
+12.6%
Peer position
Loading peer ranks…
Performance
Multi Asset PMS₹197.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | +0.4% | −11.5% | +15.6% | +1.2% | +2.2% | +2.2% | +1.2% | −4.3% | +5.8% | |||
| 2025 | −0.5% | −5.0% | +4.2% | +4.0% | +4.3% | +4.1% | −1.0% | −3.5% | +4.3% | +4.0% | +0.3% | −1.3% | +14.1% |
| 2024 | +2.8% | +0.2% | +0.3% | +6.5% | −0.1% | +3.6% | +4.4% | +4.3% | +3.7% | −2.0% | −1.4% | −0.8% | +23.2% |
| 2023 | −0.9% | −0.7% | +0.4% | +4.4% | +2.9% | +2.3% | +4.5% | −0.0% | +1.4% | +0.1% | +4.3% | +4.0% | +24.8% |
| 2022 | 0.0% | +3.1% | +1.8% | −0.7% | +1.1% | +1.2% | −0.4% | +6.2% |
Metrics
Tearsheet- 1M return
- −4.3%
- 3M return
- −1.1%
- 6M return
- +18.2%
- 1Y return
- +8.9%
- 2Y CAGR
- +7.6%
- 3Y CAGR
- +17.3%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +16.9%
- Total return
- +97.0%
- Average month
- +1.4%
- Median month
- +1.2%
- Average up month
- +3.0%
- Best month
- +15.6%
- Best rolling 12M
- +39.5%
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.
Multi Asset PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Multi Asset PMS performed?
- Multi Asset PMS (Prudent Investment Managers LLP) shows CAGR 16.93% and max drawdown -11.68% 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 PMS CAGR / max drawdown?
- CAGR is 16.93%; max drawdown is -11.68%. We only publish CAGR when there are enough months (≥12 on this track of 52 months). Learn more
- Where do Multi Asset PMS 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 PMS?
- 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