Since 1y 10mShort track · May 2024Dormant
Our read
₹100 grew to ₹186.5 since inception (+40.5% CAGR), with a max drawdown of −9.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+40.5%
Max drawdown
−9.8%
Volatility
+18.0%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
HOLDCO₹186.5May 24
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +5.7% | −0.4% | −4.2% | +8.4% | +17.9% | +29.0% | |||||||
| 2023 | −2.6% | −2.6% | −2.0% | +8.7% | +3.1% | +1.3% | +8.2% | +0.8% | +3.9% | −1.7% | +6.3% | +5.4% | +31.6% |
| 2022 | +5.7% | +0.1% | +3.3% | +3.6% | −2.9% | +9.9% |
Metrics
Tearsheet- 1M return
- +17.9%
- 3M return
- +22.5%
- 6M return
- +36.0%
- 1Y return
- +63.0%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +40.5%
- Total return
- +86.5%
- Average month
- +3.0%
- Median month
- +3.2%
- Average up month
- +5.5%
- Best month
- +17.9%
- Best rolling 12M
- +63.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, May 2024. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
HOLDCO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has HOLDCO performed?
- HOLDCO (UNIFI CAPITAL PRIVATE LIMITED) shows CAGR 40.48% and max drawdown -9.77% 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 HOLDCO CAGR / max drawdown?
- CAGR is 40.48%; max drawdown is -9.77%. We only publish CAGR when there are enough months (≥12 on this track of 22 months). Learn more
- Where do HOLDCO 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 HOLDCO?
- 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