Strategy performance
Xponent Tribe Long-term Equity Portfolio
Xponent Tribe LLP · AUM ₹255 Cr · as of Sep 2026
Our read
₹100 grew to ₹206.6 since inception (+32.4% CAGR), with a max drawdown of −15.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+32.4%
Max drawdown
−15.6%
Volatility
+24.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Xponent Tribe Long-term Equity Portfolio₹206.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.4% | +6.9% | −9.7% | +26.2% | +11.2% | +8.9% | +1.2% | +6.9% | +4.9% | +59.9% | |||
| 2025 | −5.3% | −10.9% | +7.7% | −2.5% | +13.3% | +2.0% | +1.9% | +0.6% | −0.0% | +8.8% | +1.8% | −4.2% | +11.5% |
| 2024 | 0.0% | 0.0% | 0.0% | 0.0% | +3.7% | +4.4% | +2.0% | −2.5% | +5.1% | +2.5% | +15.9% |
Metrics
Tearsheet- 1M return
- +4.9%
- 3M return
- +13.5%
- 6M return
- +73.3%
- 1Y return
- +69.7%
- 2Y CAGR
- +36.8%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +32.4%
- Total return
- +106.6%
- Average month
- +2.6%
- Median month
- +2.0%
- Average up month
- +6.3%
- Best month
- +26.2%
- Best rolling 12M
- +69.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Xponent Tribe Long-term Equity Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Xponent Tribe Long-term Equity Portfolio performed?
- Xponent Tribe Long-term Equity Portfolio (Xponent Tribe LLP) shows CAGR 32.43% and max drawdown -15.63% 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 Xponent Tribe Long-term Equity Portfolio CAGR / max drawdown?
- CAGR is 32.43%; max drawdown is -15.63%. We only publish CAGR when there are enough months (≥12 on this track of 31 months). Learn more
- Where do Xponent Tribe Long-term Equity Portfolio 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 Xponent Tribe Long-term Equity Portfolio?
- 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