Loading…
Loading…
Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | +0.6% | −0.9% | +1.4 pts |
| 3 months | −1.1% | −6.5% | +5.4 pts |
| 6 months | +3.9% | −3.0% | +6.8 pts |
| 1 year | +0.8% | −7.2% | +8.0 pts |
| 2 years a year | +2.0% | −1.1% | +3.1 pts |
| 3 years a year | +13.7% | +9.9% | +3.8 pts |
| 4 years a year | +13.2% | +9.9% | +3.3 pts |
| 5 years a year | +9.8% | +8.7% | +1.1 pts |
| 7 years a year | +12.0% | +13.4% | −1.5 pts |
| 10 years a year | −8.3% | +12.5% | −20.8 pts |
| Since start a year | +12.7% |
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 →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.
| +11.4% |
| +1.3 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into Customised Discretionary Portfolio - Equity at the start of Nov 2025 was worth ₹101 by the end of Oct 2026. In BSE 500 TRI it was worth ₹93.
Monthly returns as reported to APMI, after fees; available from Apr 2023. Change the period in the bar above.