Since 1y Short track · Feb 2024Dormant
Strategy performance
Investment Approach 1
SYSTEMATIX SHARES AND STOCKS (INDIA) LIMITED · AUM Not reported · as of Feb 2024
Our read
₹100 grew to ₹112.8 since inception (+12.8% CAGR), with a max drawdown of −6.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+12.8%
Max drawdown
−6.1%
Volatility
+13.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Investment Approach 1₹112.8Feb 24
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | −2.2% | −2.2% | |||||||||||
| 2023 | +3.2% | +3.2% | +2.2% | −2.8% | +5.9% | +5.2% | +17.9% | ||||||
| 2022 | −6.1% | +3.9% | −2.1% | +4.4% | −1.9% | −2.2% |
Metrics
Tearsheet- 1M return
- −2.2%
- 3M return
- +8.9%
- 6M return
- +11.8%
- 1Y return
- +12.8%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +12.8%
- Total return
- +12.8%
- Average month
- +1.1%
- Median month
- +2.7%
- Average up month
- +4.0%
- Best month
- +5.9%
- Best rolling 12M
- +12.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Feb 2024. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Investment Approach 1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Investment Approach 1 performed?
- Investment Approach 1 (SYSTEMATIX SHARES AND STOCKS (INDIA) LIMITED) shows CAGR 12.82% and max drawdown -6.06% 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 Investment Approach 1 CAGR / max drawdown?
- CAGR is 12.82%; max drawdown is -6.06%. We only publish CAGR when there are enough months (≥12 on this track of 12 months). Learn more
- Where do Investment Approach 1 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 Investment Approach 1?
- 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