Our read
₹100 grew to ₹214.6 since inception (+14.4% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −16.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+5.8%
+0.6% vs benchmark
Since inception
+14.4%
Max drawdown
−16.9%
Volatility
+15.2%
Peer position
Loading peer ranks…
Performance
Moderate Equity₹214.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.4% | +2.0% | −11.8% | +9.0% | −1.9% | +2.0% | +1.1% | −1.9% | −6.2% | −11.9% | |||
| 2025 | −2.5% | −7.9% | +6.2% | +4.3% | +3.0% | +2.7% | −2.6% | −0.8% | +1.9% | +4.8% | +2.0% | −0.9% | +9.7% |
| 2024 | +2.7% | +3.0% | 0.0% | +4.3% | −0.1% | +7.0% | +2.9% | −1.1% | +2.4% | −5.8% | +0.9% | −2.6% | +13.7% |
| 2023 | −0.7% | −0.8% | −2.1% | +5.8% | +5.7% | +5.7% | +4.0% | −0.6% | +1.2% | −4.0% | +5.7% | +6.3% | +28.8% |
| 2022 | +3.9% | −6.0% | +2.8% | +4.5% | −3.1% | −4.2% | +9.8% | +5.8% | −2.8% | +5.6% | +1.6% | −1.8% | +16.0% |
| 2021 | +11.5% | −2.1% | −0.6% | +8.2% | +1.3% | +2.2% | +0.7% | +4.0% | +6.7% | −4.1% | +0.2% | +30.6% |
Metrics
Tearsheet- 1M return
- −6.2%
- 3M return
- −7.0%
- 6M return
- +1.5%
- 1Y return
- −6.7%
- 2Y CAGR
- −5.4%
- 3Y CAGR
- +5.8%
- 5Y CAGR
- +11.0%
- Since-inception CAGR
- +14.4%
- Total return
- +114.6%
- Average month
- +1.2%
- Median month
- +1.5%
- Average up month
- +4.1%
- Best month
- +11.5%
- Best rolling 12M
- +41.2%
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.
Moderate Equity performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Moderate Equity performed?
- Moderate Equity (Smc Global Securities Limited) shows CAGR 14.42% and max drawdown -16.91% 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 Moderate Equity CAGR / max drawdown?
- CAGR is 14.42%; max drawdown is -16.91%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Moderate Equity 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 Moderate Equity?
- 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