Strategy performance
Dynamic Investment
Systematix Shares And Stocks India Limited · AUM ₹176 Cr · as of Sep 2026
Our read
₹100 grew to ₹303.2 since inception (+28.5% CAGR), with a max drawdown of −20.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+27.6%
Since inception
+28.5%
Max drawdown
−20.8%
Volatility
+19.8%
Peer position
Loading peer ranks…
Performance
Dynamic Investment₹303.2Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.4% | +0.9% | −7.8% | +15.6% | +2.4% | +5.1% | +2.5% | +7.6% | −2.8% | +21.2% | |||
| 2025 | −9.6% | −9.9% | +7.6% | +6.0% | +6.3% | +4.4% | −2.9% | −4.8% | +1.1% | +5.3% | +1.0% | −0.6% | +1.7% |
| 2024 | +13.9% | −1.9% | +8.9% | +2.6% | +6.8% | +7.5% | −1.2% | +2.5% | −7.2% | +3.9% | +0.9% | +41.4% | |
| 2023 | +0.4% | +0.7% | +5.2% | +6.8% | +5.4% | +19.7% | |||||||
| 2022 | +1.5% | −5.0% | +8.7% | −3.0% | −9.9% | +6.7% | −2.2% | ||||||
| 2021 | +14.5% | −2.2% | +6.6% | +4.6% | +4.3% | +1.5% | +3.3% | +1.9% | +3.4% | +3.4% | +48.6% |
Metrics
Tearsheet- 1M return
- −2.8%
- 3M return
- +7.3%
- 6M return
- +33.5%
- 1Y return
- +28.1%
- 2Y CAGR
- +9.5%
- 3Y CAGR
- +27.6%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +28.5%
- Total return
- +203.2%
- Average month
- +2.3%
- Median month
- +2.5%
- Average up month
- +5.0%
- Best month
- +15.6%
- Best rolling 12M
- +83.1%
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.
Dynamic Investment performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Dynamic Investment performed?
- Dynamic Investment (Systematix Shares And Stocks India Limited) shows CAGR 28.55% and max drawdown -20.79% 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 Dynamic Investment CAGR / max drawdown?
- CAGR is 28.55%; max drawdown is -20.79%. We only publish CAGR when there are enough months (≥12 on this track of 53 months). Learn more
- Where do Dynamic Investment 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 Dynamic Investment?
- 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