Strategy performance
CA Equity Multi-Manager Portfolio
Pioneer Client Associates Private Limited · AUM ₹1.14 Cr · as of Aug 2026
Our read
₹100 grew to ₹115.1 since inception (+5.2% CAGR), with a max drawdown of −14.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+5.2%
Max drawdown
−14.1%
Volatility
+12.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
CA Equity Multi-Manager Portfolio₹115.1Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.0% | +0.1% | −10.2% | +9.1% | −0.3% | +2.5% | 0.0% | +0.5% | −2.3% | ||||
| 2025 | −3.0% | −6.4% | +5.3% | +3.3% | +2.5% | +3.3% | −2.0% | −1.1% | +1.3% | +2.9% | +0.9% | −1.0% | +5.3% |
| 2024 | −2.1% | +0.3% | +1.2% | +2.5% | +0.3% | +7.2% | +2.8% | +2.4% | +2.6% | −5.5% | +0.9% | −0.8% | +11.8% |
| 2023 | 0.0% | 0.0% |
Metrics
Tearsheet- 1M return
- +0.5%
- 3M return
- +3.0%
- 6M return
- +0.7%
- 1Y return
- +1.7%
- 2Y CAGR
- 0.0%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +5.2%
- Total return
- +15.1%
- Average month
- +0.5%
- Median month
- +0.5%
- Average up month
- +2.6%
- Best month
- +9.1%
- Best rolling 12M
- +12.8%
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.
CA Equity Multi-Manager Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CA Equity Multi-Manager Portfolio performed?
- CA Equity Multi-Manager Portfolio (Pioneer Client Associates Private Limited) shows CAGR 5.24% and max drawdown -14.08% 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 CA Equity Multi-Manager Portfolio CAGR / max drawdown?
- CAGR is 5.24%; max drawdown is -14.08%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do CA Equity Multi-Manager 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 CA Equity Multi-Manager 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