Strategy performance
ADAPT PORTFOLIO - Very Agressive
Birla Sun Life Asset Management Company Limited · AUM ₹21.6 Cr · as of May 2026
Our read
₹100 grew to ₹136.6 since inception (+13.3% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −15.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+5.6% vs benchmark
Since inception
+13.3%
Max drawdown
−15.4%
Volatility
+13.9%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
ADAPT PORTFOLIO - Very Agressive₹136.6May 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +0.4% | −8.9% | +8.4% | −0.7% | +0.0% | |||||||
| 2025 | −1.1% | −7.9% | +9.2% | +2.8% | +2.8% | +2.2% | −1.5% | −1.3% | +2.9% | +2.7% | +0.3% | +0.0% | +10.7% |
| 2024 | +0.9% | +1.5% | +1.4% | +4.8% | +4.6% | +4.0% | +3.8% | +0.5% | +0.2% | −4.5% | +0.3% | −3.1% | +14.7% |
| 2023 | +7.6% | +7.6% |
Metrics
Tearsheet- 1M return
- −0.7%
- 3M return
- −2.0%
- 6M return
- 0.0%
- 1Y return
- +5.3%
- 2Y CAGR
- +5.7%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +13.3%
- Total return
- +36.6%
- Average month
- +1.1%
- Median month
- +1.1%
- Average up month
- +2.8%
- Best month
- +9.2%
- Best rolling 12M
- +27.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
ADAPT PORTFOLIO - Very Agressive performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ADAPT PORTFOLIO - Very Agressive performed?
- ADAPT PORTFOLIO - Very Agressive (Birla Sun Life Asset Management Company Limited) shows CAGR 13.29% and max drawdown -15.38% 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 ADAPT PORTFOLIO - Very Agressive CAGR / max drawdown?
- CAGR is 13.29%; max drawdown is -15.38%. We only publish CAGR when there are enough months (≥12 on this track of 30 months). Learn more
- Where do ADAPT PORTFOLIO - Very Agressive 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 ADAPT PORTFOLIO - Very Agressive?
- 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