Strategy performance
BUSINESS LEADER
JAIN INVESTMENT ADVISORS Private. Limited · AUM ₹31.6 Cr · as of Aug 2026
Our read
₹100 grew to ₹154.4 since inception (+11.2% CAGR), with a max drawdown of −17.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+12.0%
Since inception
+11.2%
Max drawdown
−17.0%
Volatility
+14.7%
Peer position
Loading peer ranks…
Performance
BUSINESS LEADER₹154.4Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.3% | +1.1% | −13.1% | +12.2% | +2.8% | 0.0% | +2.3% | +2.3% | +3.7% | ||||
| 2025 | −8.6% | −7.4% | +3.7% | +3.9% | +6.3% | +4.9% | +0.6% | −1.6% | −2.4% | +0.2% | +1.6% | −0.8% | −0.9% |
| 2024 | +2.2% | +5.3% | +2.8% | −0.4% | −0.7% | +4.8% | +5.0% | +0.1% | +5.2% | −5.3% | +1.8% | +1.6% | +24.2% |
| 2023 | −0.6% | +0.3% | +0.9% | +4.2% | +1.2% | +4.6% | +3.8% | −1.8% | +2.2% | −3.8% | +4.8% | +6.9% | +24.5% |
| 2022 | +1.9% | −3.8% | +1.5% | +1.2% | −3.5% | −2.8% |
Metrics
Tearsheet- 1M return
- +2.3%
- 3M return
- +4.7%
- 6M return
- +5.0%
- 1Y return
- +2.1%
- 2Y CAGR
- +2.9%
- 3Y CAGR
- +12.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +11.2%
- Total return
- +54.4%
- Average month
- +1.0%
- Median month
- +1.5%
- Average up month
- +3.2%
- Best month
- +12.2%
- Best rolling 12M
- +36.9%
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.
BUSINESS LEADER performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has BUSINESS LEADER performed?
- BUSINESS LEADER (JAIN INVESTMENT ADVISORS Private. Limited) shows CAGR 11.23% and max drawdown -17.04% 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 BUSINESS LEADER CAGR / max drawdown?
- CAGR is 11.23%; max drawdown is -17.04%. We only publish CAGR when there are enough months (≥12 on this track of 49 months). Learn more
- Where do BUSINESS LEADER 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 BUSINESS LEADER?
- 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