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Returns after fees, against CRISIL Credit Index, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | +0.9% | +0.2% | +0.7 pts |
| 3 months | +3.8% | +1.3% | +2.5 pts |
| 6 months | +7.2% | +4.2% | +3.0 pts |
| 1 year | +7.4% | +8.4% | −1.0 pts |
| 2 years a year | +8.5% | +9.6% | −1.1 pts |
| 3 years a year | +4.6% | +9.6% | −5.0 pts |
| 4 years a year | +5.4% | +10.2% | −4.9 pts |
| 5 years a year | +4.8% | +9.8% | −5.1 pts |
| 7 years a year | +5.3% | +10.0% | −4.7 pts |
| 10 years a year | +5.9% | +9.6% | −3.7 pts |
| Since start a year | +6.1% |
How much of CRISIL Credit Index'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 →Co-managers: Mr.Nishant Vass
The Customized Discretionary portfolios are tailor-made to meet clientsâ?? specific objectives. The portfolios have client-specific investment objectives and risk control metrics. The portfolio under this approach can…
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.
| +9.6% |
| −3.5 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into Customised Discretionary Portfolio - Debt at the start of Nov 2025 was worth ₹107 by the end of Oct 2026. In CRISIL Credit Index it was worth ₹108.
Monthly returns as reported to APMI, after fees; available from Aug 2023. Change the period in the bar above.