Strategy performance
Dynamic Asset Allocation
Aarohan Holdings And Advisors Private Limited · AUM ₹206 Cr · as of Aug 2026
Our read
₹100 grew to ₹202.7 since inception (+13.5% CAGR), with a max drawdown of −10.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+16.0%
Since inception
+13.5%
Max drawdown
−10.3%
Volatility
+9.6%
Peer position
Loading peer ranks…
Performance
Dynamic Asset Allocation₹202.7Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +0.1% | −9.5% | +6.2% | +0.2% | +1.7% | +0.5% | +1.4% | +1.7% | ||||
| 2025 | −2.3% | −4.3% | +4.8% | +2.0% | +2.5% | +2.4% | −0.6% | −0.5% | +2.8% | +2.5% | +1.3% | +0.3% | +11.1% |
| 2024 | +3.9% | +2.9% | +2.1% | +3.5% | +2.9% | +3.4% | +3.1% | +0.1% | +1.7% | −4.7% | +1.6% | −0.9% | +21.0% |
| 2023 | −0.4% | −1.6% | +0.8% | +2.3% | +1.6% | +3.9% | +3.2% | +0.5% | +2.1% | −2.8% | +6.9% | +7.6% | +26.6% |
| 2022 | −1.8% | −1.9% | +3.0% | −1.6% | −2.6% | −2.1% | +4.3% | +3.0% | −1.4% | +2.7% | +3.0% | −2.5% | +1.7% |
| 2021 | +2.8% | +1.0% | +1.4% | +2.4% | +1.8% | +1.4% | +3.4% | +0.9% | +0.1% | −1.6% | +0.7% | +15.2% |
Metrics
Tearsheet- 1M return
- +1.4%
- 3M return
- +3.6%
- 6M return
- −0.2%
- 1Y return
- +8.8%
- 2Y CAGR
- +5.0%
- 3Y CAGR
- +16.0%
- 5Y CAGR
- +12.0%
- Since-inception CAGR
- +13.5%
- Total return
- +102.7%
- Average month
- +1.1%
- Median month
- +1.6%
- Average up month
- +2.4%
- Best month
- +7.6%
- Best rolling 12M
- +43.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 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 Asset Allocation performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Dynamic Asset Allocation performed?
- Dynamic Asset Allocation (Aarohan Holdings And Advisors Private Limited) shows CAGR 13.49% and max drawdown -10.31% 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 Asset Allocation CAGR / max drawdown?
- CAGR is 13.49%; max drawdown is -10.31%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Dynamic Asset Allocation 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 Asset Allocation?
- 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