Our read
₹100 grew to ₹138.4 since inception (+11.1% CAGR), with a max drawdown of −13.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+11.4%
Since inception
+11.1%
Max drawdown
−13.2%
Volatility
+10.6%
Peer position
Loading peer ranks…
Performance
ACCUMULATOR₹138.4Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +0.2% | −9.3% | +7.3% | +0.1% | +0.8% | +1.4% | +0.8% | +2.0% | ||||
| 2025 | −3.1% | −5.8% | +4.5% | +2.7% | +2.6% | +2.6% | −1.6% | −1.0% | +2.3% | +3.1% | +1.2% | +1.3% | +8.8% |
| 2024 | +1.4% | +1.6% | +1.7% | +2.8% | +0.9% | +4.3% | +2.6% | +0.9% | +1.9% | −3.7% | +0.1% | −1.4% | +13.7% |
| 2023 | +0.1% | +0.8% | −1.6% | +5.3% | +5.0% | +9.7% |
Metrics
Tearsheet- 1M return
- +0.8%
- 3M return
- +2.9%
- 6M return
- +0.3%
- 1Y return
- +10.4%
- 2Y CAGR
- +3.7%
- 3Y CAGR
- +11.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +11.1%
- Total return
- +38.4%
- Average month
- +0.9%
- Median month
- +1.3%
- Average up month
- +2.1%
- Best month
- +7.3%
- Best rolling 12M
- +30.0%
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.
ACCUMULATOR performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has ACCUMULATOR performed?
- ACCUMULATOR (Nuvama Asset Management Limited) shows CAGR 11.11% and max drawdown -13.22% 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 ACCUMULATOR CAGR / max drawdown?
- CAGR is 11.11%; max drawdown is -13.22%. We only publish CAGR when there are enough months (≥12 on this track of 37 months). Learn more
- Where do ACCUMULATOR 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 ACCUMULATOR?
- 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