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Returns after fees, against NSE Multi Asset Index 1, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 year | +56.9% | +0.1% | +56.8 pts |
| 2 years a year | +119.5% | +4.0% | +115.5 pts |
| 3 years a year | +66.1% | +10.0% | +56.0 pts |
| 4 years a year | +45.3% | +9.4% | +35.9 pts |
| 5 years a year | +34.5% | +8.5% | +26.0 pts |
| 7 years a year | +28.0% | +10.7% | +17.3 pts |
| 10 years a year | +11.3% | +10.0% | +1.3 pts |
| Since start a year | +28.6% | +9.8% | +18.7 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into Customised Discretionary Portfolio - Multi-Asset at the start of Nov 2025 was worth ₹159 by the end of Oct 2026. In NSE Multi Asset Index 1 it was worth ₹100.
Monthly returns as reported to APMI, after fees; available from Aug 2023. Change the period in the bar above.
How much of NSE Multi Asset Index 1'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.
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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.