Strategy performance
Growth at Reasonable Price
Banyan Tree Advisors Private Limited · AUM ₹5,208 Cr · as of Sep 2026
Our read
₹100 grew to ₹125.4 since inception (+6.1% CAGR), behind its filed benchmark on the same window, with a max drawdown of −19.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+4.8%
−3.6% vs benchmark
Since inception
+6.1%
Max drawdown
−19.1%
Volatility
+11.9%
Peer position
Loading peer ranks…
Performance
Growth at Reasonable Price₹125.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.9% | −2.4% | −10.9% | +8.2% | +0.2% | +2.5% | +0.3% | −0.4% | −5.4% | −14.1% | |||
| 2025 | −2.7% | −4.0% | +4.7% | +3.3% | +4.0% | +3.8% | −0.8% | −1.7% | −0.1% | +1.9% | 0.0% | −0.6% | +7.7% |
| 2024 | −0.1% | +0.8% | −0.8% | +3.0% | −0.2% | +6.2% | +3.3% | +1.6% | +2.5% | −1.8% | −0.4% | −0.7% | +13.8% |
| 2023 | −1.3% | −0.8% | −0.8% | +4.4% | +2.4% | +5.1% | +2.6% | −2.0% | −0.0% | −0.8% | +4.5% | +5.5% | +20.0% |
| 2022 | −0.8% | −0.8% |
Metrics
Tearsheet- 1M return
- −5.4%
- 3M return
- −5.5%
- 6M return
- +5.0%
- 1Y return
- −12.9%
- 2Y CAGR
- −5.2%
- 3Y CAGR
- +4.8%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +6.1%
- Total return
- +25.4%
- Average month
- +0.6%
- Median month
- −0.1%
- Average up month
- +3.4%
- Best month
- +8.2%
- Best rolling 12M
- +28.2%
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.
Growth at Reasonable Price performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Growth at Reasonable Price performed?
- Growth at Reasonable Price (Banyan Tree Advisors Private Limited) shows CAGR 6.09% and max drawdown -19.15% 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 Growth at Reasonable Price CAGR / max drawdown?
- CAGR is 6.09%; max drawdown is -19.15%. We only publish CAGR when there are enough months (≥12 on this track of 46 months). Learn more
- Where do Growth at Reasonable Price 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 Growth at Reasonable Price?
- 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