Our read
₹100 grew to ₹252.9 since inception (+18.1% CAGR), with a max drawdown of −21.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.4%
Since inception
+18.1%
Max drawdown
−21.3%
Volatility
+19.2%
Peer position
Loading peer ranks…
Performance
DREAM STRATEGY₹252.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.7% | +1.8% | −13.4% | +18.7% | +1.4% | +6.6% | −0.6% | +2.2% | −3.2% | +6.1% | |||
| 2025 | −8.9% | −13.6% | +9.4% | +0.1% | +10.8% | +4.1% | −3.4% | −4.3% | +2.1% | +2.4% | +0.3% | −2.4% | −5.8% |
| 2024 | +1.6% | −0.4% | −2.1% | +6.9% | +0.6% | +10.6% | +4.5% | +2.6% | +0.6% | −3.2% | +2.6% | +2.2% | +29.1% |
| 2023 | −0.3% | −3.3% | −0.2% | +7.5% | +6.3% | +6.5% | +5.3% | +5.1% | +1.2% | −2.3% | +8.5% | +6.5% | +48.1% |
| 2022 | +1.4% | −7.3% | +6.2% | −0.4% | −7.2% | −6.5% | +7.6% | −3.2% | +4.1% | +0.9% | −3.5% | −8.9% | |
| 2021 | +9.2% | +2.8% | +0.8% | +4.8% | +2.2% | +5.1% | +2.6% | +4.2% | +1.8% | −1.4% | +6.3% | +45.3% |
Metrics
Tearsheet- 1M return
- −3.2%
- 3M return
- −1.6%
- 6M return
- +26.2%
- 1Y return
- +6.4%
- 2Y CAGR
- +0.7%
- 3Y CAGR
- +13.4%
- 5Y CAGR
- +14.1%
- Since-inception CAGR
- +18.1%
- Total return
- +152.9%
- Average month
- +1.5%
- Median month
- +1.8%
- Average up month
- +4.5%
- Best month
- +18.7%
- Best rolling 12M
- +55.5%
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.
DREAM STRATEGY performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has DREAM STRATEGY performed?
- DREAM STRATEGY (Hem Securities Limited) shows CAGR 18.08% and max drawdown -21.32% 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 DREAM STRATEGY CAGR / max drawdown?
- CAGR is 18.08%; max drawdown is -21.32%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do DREAM STRATEGY 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 DREAM STRATEGY?
- 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