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Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −12.2% | −0.9% | −11.4 pts |
| 3 months | −8.9% | −6.5% | −2.4 pts |
| 6 months | −2.9% | −3.0% | +0.0 pts |
| 1 year | −2.8% | −7.2% | +4.4 pts |
| 2 years a year | +7.0% | −1.1% | +8.2 pts |
| Since start a year | +2.7% | −4.6% | +7.4 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into 1729 Fundamental value Investing- NDPMS at the start of Jan 2026 was worth ₹105 by the end of Oct 2026. In BSE 500 TRI it was worth ₹102.
Monthly returns as reported to APMI, after fees; available from Oct 2024. Change the period in the bar above.
How much of BSE 500 TRI's rises and falls it took, how consistently it beat it, and its largest fall — over the period chosen above.
Upside and downside capture, capture ratio, information ratio and the largest fall — for any period you choose.
Sign in to view →The objective of the portfolio is to maximize risk-adjusted returns for investors over the long-term. In order to achieve this the Portfolio Manager intends to employ a fundamental value investing approach, which seeks…
All figures are as reported to APMI by the portfolio manager and are updated monthly. A blank means the manager has not reported it. Past performance is not a guide to future returns.