Strategy performance
ValPro Conserve C PMS
VALUE PROLIFIC INVESTMENTS AND CONSULTING PRIVATE LIMITED · AUM ₹0.00 Cr · as of Sep 2026
Our read
₹100 grew to ₹124.8 since inception (+4.9% CAGR), behind its filed benchmark on the same window, with a max drawdown of −23.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.4%
−0.9% vs benchmark
Since inception
+4.9%
Max drawdown
−23.5%
Volatility
+12.6%
Peer position
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Performance
ValPro Conserve C PMS₹124.8Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |||
| 2025 | −2.3% | −5.5% | +4.5% | +1.4% | +5.1% | +3.3% | −2.8% | −1.9% | 0.0% | 0.0% | 0.0% | 0.0% | +1.2% |
| 2024 | +0.6% | +2.0% | +1.7% | +4.5% | +2.0% | +5.4% | +3.5% | +0.5% | +2.5% | −7.2% | −1.0% | −2.1% | +12.4% |
| 2023 | −5.7% | −3.9% | +9.2% | +6.0% | +2.8% | +1.9% | +4.4% | −3.1% | +1.6% | −2.4% | +6.4% | +10.8% | +30.0% |
| 2022 | −4.7% | −1.7% | +3.3% | −2.5% | −5.9% | +1.8% | −3.9% | +1.2% | −2.9% | −14.7% | |||
| 2021 | −1.1% | −1.1% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- 0.0%
- 6M return
- 0.0%
- 1Y return
- 0.0%
- 2Y CAGR
- −4.6%
- 3Y CAGR
- +9.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +4.9%
- Total return
- +24.8%
- Average month
- +0.5%
- Median month
- 0.0%
- Average up month
- +3.6%
- Best month
- +10.8%
- Best rolling 12M
- +47.2%
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.
ValPro Conserve C PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ValPro Conserve C PMS performed?
- ValPro Conserve C PMS (VALUE PROLIFIC INVESTMENTS AND CONSULTING PRIVATE LIMITED) shows CAGR 4.95% and max drawdown -23.48% 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 ValPro Conserve C PMS CAGR / max drawdown?
- CAGR is 4.95%; max drawdown is -23.48%. We only publish CAGR when there are enough months (≥12 on this track of 55 months). Learn more
- Where do ValPro Conserve C 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 ValPro Conserve C 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