Our read
₹100 grew to ₹114.7 since inception (+5.0% CAGR), with a max drawdown of −37.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+5.0%
Max drawdown
−37.8%
Volatility
+23.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
SERENITY WEALTH₹114.7Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −8.9% | +1.6% | −11.9% | +20.9% | +2.8% | +2.6% | −0.5% | +3.2% | +6.7% | ||||
| 2025 | −5.4% | −12.8% | +10.0% | −2.2% | +4.4% | +2.7% | +3.5% | −7.9% | −0.6% | +3.1% | −3.3% | −6.2% | −15.6% |
| 2024 | +1.5% | −0.1% | −2.2% | +4.7% | −3.5% | +8.8% | +11.5% | +2.6% | +5.4% | −4.8% | +0.8% | −5.8% | +18.7% |
| 2023 | +2.5% | +4.5% | +7.2% |
Metrics
Tearsheet- 1M return
- +3.2%
- 3M return
- +5.4%
- 6M return
- +15.4%
- 1Y return
- −0.7%
- 2Y CAGR
- −7.4%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +5.0%
- Total return
- +14.7%
- Average month
- +0.6%
- Median month
- +1.5%
- Average up month
- +5.1%
- Best month
- +20.9%
- Best rolling 12M
- +34.1%
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.
SERENITY WEALTH performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SERENITY WEALTH performed?
- SERENITY WEALTH (Rbsa Investment Manager LLP) shows CAGR 4.96% and max drawdown -37.80% 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 SERENITY WEALTH CAGR / max drawdown?
- CAGR is 4.96%; max drawdown is -37.80%. We only publish CAGR when there are enough months (≥12 on this track of 34 months). Learn more
- Where do SERENITY WEALTH 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 SERENITY WEALTH?
- 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