Strategy performance
BANYAN EDHAS PORTFOLIO
Banyan Capital Advisors Private Limited · AUM ₹50.1 Cr · as of Aug 2026
Our read
₹100 grew to ₹171.7 since inception (+17.6% CAGR), with a max drawdown of −11.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+15.8%
Since inception
+17.6%
Max drawdown
−11.8%
Volatility
+15.4%
Peer position
Loading peer ranks…
Performance
BANYAN EDHAS PORTFOLIO₹171.7Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.2% | +1.4% | −11.8% | +16.1% | +0.8% | +3.9% | +0.9% | +0.6% | +10.2% | ||||
| 2025 | −0.6% | −7.8% | +2.0% | +4.7% | +6.4% | +2.6% | +0.7% | −5.5% | −0.4% | +3.5% | +1.8% | +3.3% | +10.2% |
| 2024 | +2.5% | −2.0% | −2.2% | +3.0% | +0.4% | +8.5% | +2.1% | −0.1% | +0.4% | −0.7% | −0.3% | +0.8% | +12.7% |
| 2023 | 0.0% | +2.2% | +3.7% | +4.2% | +5.3% | −3.4% | +5.2% | +6.2% | +25.4% |
Metrics
Tearsheet- 1M return
- +0.6%
- 3M return
- +5.4%
- 6M return
- +8.9%
- 1Y return
- +19.3%
- 2Y CAGR
- +10.3%
- 3Y CAGR
- +15.8%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +17.6%
- Total return
- +71.7%
- Average month
- +1.5%
- Median month
- +1.1%
- Average up month
- +3.4%
- Best month
- +16.1%
- Best rolling 12M
- +35.3%
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.
BANYAN EDHAS PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has BANYAN EDHAS PORTFOLIO performed?
- BANYAN EDHAS PORTFOLIO (Banyan Capital Advisors Private Limited) shows CAGR 17.60% and max drawdown -11.79% 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 BANYAN EDHAS PORTFOLIO CAGR / max drawdown?
- CAGR is 17.60%; max drawdown is -11.79%. We only publish CAGR when there are enough months (≥12 on this track of 40 months). Learn more
- Where do BANYAN EDHAS PORTFOLIO 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 BANYAN EDHAS PORTFOLIO?
- 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