Strategy performance
IMPETUS-Value Portfolio
Impetus Arthasutra Private Limited · AUM ₹106 Cr · as of Sep 2026
Our read
₹100 grew to ₹180.6 since inception (+14.3% CAGR), with a max drawdown of −30.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+10.9%
Since inception
+14.3%
Max drawdown
−30.4%
Volatility
+20.4%
Peer position
Loading peer ranks…
Performance
IMPETUS-Value Portfolio₹180.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.6% | −2.8% | −10.9% | +17.0% | +1.5% | +4.6% | −0.8% | +5.1% | −0.6% | +8.7% | |||
| 2025 | −7.3% | −13.9% | +10.8% | +0.5% | +11.4% | +2.5% | −5.1% | −3.4% | +2.1% | +4.9% | −2.1% | −3.1% | −5.4% |
| 2024 | +4.8% | −2.0% | −3.2% | +12.1% | +7.6% | +9.1% | +4.7% | −4.3% | −2.6% | −5.8% | +2.8% | −3.4% | +19.4% |
| 2023 | +9.3% | +0.5% | −3.6% | +8.1% | +6.5% | +21.7% | |||||||
| 2022 | −3.1% | −4.5% | +2.4% | −1.5% | −6.6% | ||||||||
| 2021 | +6.1% | +0.8% | +1.5% | +7.5% | +1.4% | +2.9% | +7.6% | +0.5% | −0.3% | −3.0% | +1.7% | +29.4% |
Metrics
Tearsheet- 1M return
- −0.6%
- 3M return
- +3.7%
- 6M return
- +28.7%
- 1Y return
- +8.2%
- 2Y CAGR
- −1.9%
- 3Y CAGR
- +10.9%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +14.3%
- Total return
- +80.6%
- Average month
- +1.3%
- Median month
- +0.9%
- Average up month
- +5.3%
- Best month
- +17.0%
- Best rolling 12M
- +66.7%
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.
IMPETUS-Value Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has IMPETUS-Value Portfolio performed?
- IMPETUS-Value Portfolio (Impetus Arthasutra Private Limited) shows CAGR 14.32% and max drawdown -30.38% 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 IMPETUS-Value Portfolio CAGR / max drawdown?
- CAGR is 14.32%; max drawdown is -30.38%. We only publish CAGR when there are enough months (≥12 on this track of 53 months). Learn more
- Where do IMPETUS-Value 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 IMPETUS-Value 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