Since 2y 1mShort track · Jan 2025Dormant
Strategy performance
SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD
SYKES and RAY EQUITIES INDIA LIMITED · AUM Not reported · as of Jan 2025
Our read
₹100 grew to ₹131.1 since inception (+13.9% CAGR), with a max drawdown of −13.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+13.9%
Max drawdown
−13.5%
Volatility
+12.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD₹131.1Jan 25
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | −2.8% | −2.8% | |||||||||||
| 2024 | +1.4% | +2.9% | +1.5% | +0.8% | −0.3% | +5.8% | +6.5% | −0.3% | +1.3% | −8.0% | −0.7% | −2.6% | +7.7% |
| 2023 | −2.9% | −1.3% | +0.1% | +4.6% | +4.0% | +3.5% | +3.4% | −1.4% | +2.7% | −2.2% | +6.7% | +6.2% | +25.3% |
Metrics
Tearsheet- 1M return
- −2.8%
- 3M return
- −6.0%
- 6M return
- −12.6%
- 1Y return
- +3.2%
- 2Y CAGR
- +16.2%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +13.9%
- Total return
- +31.1%
- Average month
- +1.2%
- Median month
- +1.3%
- Average up month
- +3.4%
- Best month
- +6.7%
- Best rolling 12M
- +38.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jan 2025. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD performed?
- SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD (SYKES and RAY EQUITIES INDIA LIMITED) shows CAGR 13.89% and max drawdown -13.51% 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 SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD CAGR / max drawdown?
- CAGR is 13.89%; max drawdown is -13.51%. We only publish CAGR when there are enough months (≥12 on this track of 25 months). Learn more
- Where do SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD 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 SYKES AND RAY EQUITIES INDIA LTD- SRE PE SHIELD?
- 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