Strategy performance
HighGrowth - Long Term Capital Appreciation through equities investments
Allegro Securities Private Limited · AUM ₹8.51 Cr · as of Sep 2026
Our read
₹100 grew to ₹67.4 since inception (−6.8% CAGR), behind its filed benchmark on the same window, with a max drawdown of −61.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.3%
−25.7% vs benchmark
Since inception
−6.8%
Max drawdown
−61.6%
Volatility
+28.0%
Peer position
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Performance
HighGrowth - Long Term Capital Appreciation through equities investments₹67.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.3% | −0.1% | −12.3% | +13.7% | +4.0% | +2.4% | +5.9% | +0.0% | −1.3% | +7.1% | |||
| 2025 | −2.1% | −6.4% | +4.2% | +0.6% | +2.3% | +5.6% | +6.4% | −3.0% | −1.4% | +1.2% | −3.5% | −0.8% | +2.2% |
| 2024 | +2.2% | +0.1% | −2.1% | +3.7% | +1.4% | +6.4% | +0.6% | +3.8% | +3.0% | −4.2% | −0.2% | +0.4% | +15.6% |
| 2023 | −3.0% | −1.4% | −2.8% | +2.9% | −57.3% | +2.7% | +3.2% | +2.4% | +1.0% | −3.3% | +4.6% | +2.0% | −53.8% |
| 2022 | −1.4% | −4.5% | +3.7% | −1.7% | −5.2% | −4.6% | +4.9% | +3.0% | −3.4% | +3.4% | +4.7% | −3.7% | −5.8% |
| 2021 | +1.4% | −0.1% | +4.2% | +5.3% | +5.0% | +0.7% | +1.0% | −0.1% | +0.9% | +2.2% | +22.4% |
Metrics
Tearsheet- 1M return
- −1.3%
- 3M return
- +4.5%
- 6M return
- +26.4%
- 1Y return
- +3.7%
- 2Y CAGR
- +2.5%
- 3Y CAGR
- +9.3%
- 5Y CAGR
- −10.7%
- Since-inception CAGR
- −6.8%
- Total return
- −32.6%
- Average month
- −0.1%
- Median month
- +1.0%
- Average up month
- +3.2%
- Best month
- +13.7%
- Best rolling 12M
- +24.3%
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.
HighGrowth - Long Term Capital Appreciation through equities investments performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has HighGrowth - Long Term Capital Appreciation through equities investments performed?
- HighGrowth - Long Term Capital Appreciation through equities investments (Allegro Securities Private Limited) shows CAGR -6.81% and max drawdown -61.56% 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 HighGrowth - Long Term Capital Appreciation through equities investments CAGR / max drawdown?
- CAGR is -6.81%; max drawdown is -61.56%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do HighGrowth - Long Term Capital Appreciation through equities investments 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 HighGrowth - Long Term Capital Appreciation through equities investments?
- 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