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Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −5.0% | −5.6% | +0.6 pts |
| 3 months | −2.5% | −3.6% | +1.0 pts |
| 6 months | +9.8% | +8.1% | +1.7 pts |
| 1 year | +2.5% | −2.3% | +4.8 pts |
| 2 years a year | +4.5% | −3.9% | +8.4 pts |
| 3 years a year | +11.2% | +9.2% | +2.0 pts |
| 4 years a year | +19.0% | +11.2% | +7.8 pts |
| 5 years a year | +14.1% | +8.9% | +5.2 pts |
| 7 years a year | +18.1% | +14.2% | +3.9 pts |
| 10 years a year | +17.8% | +12.8% | +5.0 pts |
| Since start a year | +18.1% |
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 investment objective is to generate capital appreciation predominantly through investments in equities with a medium to long-term perspective.
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.
| +12.9% |
| +5.2 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into 2Point2 Long Term Value Fund at the start of Oct 2025 was worth ₹103 by the end of Sep 2026. In BSE 500 TRI it was worth ₹98.
Monthly returns as reported to APMI, after fees; available from Apr 2023. Change the period in the bar above.