Strategy performance
ISEC Aggressive Portfolio
Icici Securities Limited · AUM ₹0.00 Cr · as of Jun 2026
Our read
₹100 grew to ₹362.0 since inception (+48.6% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −25.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+48.0%
+34.8% vs benchmark
Since inception
+48.6%
Max drawdown
−25.6%
Volatility
+69.3%
Peer position
Loading peer ranks…
Performance
ISEC Aggressive Portfolio₹362.0Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.7% | +5.0% | −10.9% | +15.2% | +121.1% | 0.0% | +127.2% | ||||||
| 2025 | −10.2% | −10.3% | +10.4% | +0.5% | +5.2% | +3.1% | −3.1% | −3.5% | +0.6% | +5.0% | −0.2% | −1.1% | −5.5% |
| 2024 | +12.7% | −2.0% | +0.0% | +8.4% | +4.5% | +6.8% | +4.1% | −3.8% | +2.2% | −5.6% | +1.0% | −1.5% | +28.5% |
| 2023 | +3.6% | +3.8% | +3.9% | +5.2% | +2.1% | +0.6% | −3.3% | +6.7% | +5.3% | +31.1% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- +154.7%
- 6M return
- +127.2%
- 1Y return
- +121.5%
- 2Y CAGR
- +43.7%
- 3Y CAGR
- +48.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +48.6%
- Total return
- +262.0%
- Average month
- +4.5%
- Median month
- +2.1%
- Average up month
- +9.5%
- Best month
- +121.1%
- Best rolling 12M
- +128.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jun 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
ISEC Aggressive Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ISEC Aggressive Portfolio performed?
- ISEC Aggressive Portfolio (Icici Securities Limited) shows CAGR 48.57% and max drawdown -25.62% 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 ISEC Aggressive Portfolio CAGR / max drawdown?
- CAGR is 48.57%; max drawdown is -25.62%. We only publish CAGR when there are enough months (≥12 on this track of 39 months). Learn more
- Where do ISEC Aggressive 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 ISEC Aggressive 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