Strategy performance
SRE LARGE AND MID CAP MOMENTUM PMS
Sykes And Ray Equities India Limited · AUM ₹57.0 Cr · as of Aug 2026
Our read
₹100 grew to ₹191.2 since inception (+24.9% CAGR), with a max drawdown of −25.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+24.9%
Max drawdown
−25.6%
Volatility
+21.0%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
SRE LARGE AND MID CAP MOMENTUM PMS₹191.2Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.6% | +1.5% | −7.8% | +14.4% | +7.0% | +5.9% | −2.0% | +6.3% | +24.3% | ||||
| 2025 | −12.5% | −11.8% | +9.8% | +6.4% | +9.8% | +5.7% | −3.1% | −2.0% | +1.1% | +2.1% | +1.7% | −1.1% | +3.0% |
| 2024 | +8.3% | −1.3% | +0.2% | +7.8% | +4.8% | +4.9% | +7.1% | −3.5% | −0.2% | −5.4% | +0.6% | +5.2% | +31.1% |
| 2023 | −0.3% | +10.1% | +3.7% | +13.8% |
Metrics
Tearsheet- 1M return
- +6.3%
- 3M return
- +10.3%
- 6M return
- +24.4%
- 1Y return
- +29.1%
- 2Y CAGR
- +13.1%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +24.9%
- Total return
- +91.2%
- Average month
- +2.0%
- Median month
- +1.7%
- Average up month
- +5.6%
- Best month
- +14.4%
- Best rolling 12M
- +49.1%
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.
SRE LARGE AND MID CAP MOMENTUM PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SRE LARGE AND MID CAP MOMENTUM PMS performed?
- SRE LARGE AND MID CAP MOMENTUM PMS (Sykes And Ray Equities India Limited) shows CAGR 24.87% and max drawdown -25.63% 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 SRE LARGE AND MID CAP MOMENTUM PMS CAGR / max drawdown?
- CAGR is 24.87%; max drawdown is -25.63%. We only publish CAGR when there are enough months (≥12 on this track of 35 months). Learn more
- Where do SRE LARGE AND MID CAP MOMENTUM PMS 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 SRE LARGE AND MID CAP MOMENTUM PMS?
- 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