Strategy performance
DISCOVERY FUND
Prosperity Wealth Management Private Limited · AUM ₹118 Cr · as of Aug 2026
Our read
₹100 grew to ₹157.7 since inception (+9.7% CAGR), with a max drawdown of −31.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.9%
Since inception
+9.7%
Max drawdown
−31.0%
Volatility
+20.7%
Peer position
Loading peer ranks…
Performance
DISCOVERY FUND₹157.7Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −7.5% | −0.8% | −11.4% | +23.9% | +0.2% | +5.3% | −0.5% | +4.2% | +10.3% | ||||
| 2025 | −6.7% | −16.7% | +6.2% | +1.4% | +10.0% | +4.2% | −1.6% | −4.0% | −0.3% | +4.7% | −4.8% | −2.2% | −11.9% |
| 2024 | +5.7% | +3.4% | −3.0% | +8.2% | −1.8% | +7.8% | +2.6% | +1.9% | +0.8% | −2.8% | +0.3% | −1.2% | +23.3% |
| 2023 | −1.0% | −1.4% | −3.2% | +6.7% | +4.0% | +9.1% | +6.2% | +7.0% | −0.1% | −0.7% | +5.4% | +5.9% | +43.8% |
| 2022 | −0.1% | −7.7% | +6.0% | +0.9% | −7.3% | −4.5% | +5.6% | +0.1% | −2.0% | +1.6% | +4.8% | −3.6% | −7.2% |
| 2021 | −2.0% | −2.5% | +3.2% | −1.4% |
Metrics
Tearsheet- 1M return
- +4.2%
- 3M return
- +9.2%
- 6M return
- +20.1%
- 1Y return
- +7.2%
- 2Y CAGR
- −2.9%
- 3Y CAGR
- +9.9%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +9.7%
- Total return
- +57.7%
- Average month
- +0.9%
- Median month
- +0.2%
- Average up month
- +5.1%
- Best month
- +23.9%
- Best rolling 12M
- +63.6%
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.
DISCOVERY FUND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has DISCOVERY FUND performed?
- DISCOVERY FUND (Prosperity Wealth Management Private Limited) shows CAGR 9.71% and max drawdown -30.99% 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 DISCOVERY FUND CAGR / max drawdown?
- CAGR is 9.71%; max drawdown is -30.99%. We only publish CAGR when there are enough months (≥12 on this track of 59 months). Learn more
- Where do DISCOVERY FUND 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 DISCOVERY FUND?
- 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