Strategy performance
R Wadiwala Ethical Portfolio - PMS-Ethical PMS
R. WADIWALA SECURITIES PRIVATE LIMITED · AUM ₹13.0 Cr · as of Sep 2026
Our read
Since inception the filed path is −54.0% (−32.2% CAGR), with a max drawdown of −59.8%. 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
−32.2%
Max drawdown
−59.8%
Volatility
+53.1%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
R Wadiwala Ethical Portfolio - PMS-Ethical PMS₹46.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.4% | +2.4% | −11.4% | +12.5% | −1.8% | −0.6% | +5.9% | +0.4% | −8.1% | −9.0% | |||
| 2025 | −5.5% | −12.1% | +7.7% | +0.6% | +4.9% | +3.4% | −3.6% | −0.3% | +0.8% | +2.7% | −0.6% | −1.8% | −5.2% |
| 2024 | −59.8% | +33.8% | −0.9% | −46.7% |
Metrics
Tearsheet- 1M return
- −8.1%
- 3M return
- −2.3%
- 6M return
- +7.2%
- 1Y return
- −8.8%
- 2Y CAGR
- −32.2%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −32.2%
- Total return
- −54.0%
- Average month
- −1.6%
- Median month
- −0.5%
- Average up month
- +6.8%
- Best month
- +33.8%
- Best rolling 12M
- +28.7%
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.
R Wadiwala Ethical Portfolio - PMS-Ethical PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has R Wadiwala Ethical Portfolio - PMS-Ethical PMS performed?
- R Wadiwala Ethical Portfolio - PMS-Ethical PMS (R. WADIWALA SECURITIES PRIVATE LIMITED) shows CAGR -32.21% and max drawdown -59.81% 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 R Wadiwala Ethical Portfolio - PMS-Ethical PMS CAGR / max drawdown?
- CAGR is -32.21%; max drawdown is -59.81%. We only publish CAGR when there are enough months (≥12 on this track of 24 months). Learn more
- Where do R Wadiwala Ethical Portfolio - PMS-Ethical 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 R Wadiwala Ethical Portfolio - PMS-Ethical 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