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Returns after fees, against Nifty Medium to Long Duration Debt Index, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −0.7% | −1.3% | +0.6 pts |
| 3 months | −1.0% | −2.9% | +1.9 pts |
| 6 months | +1.9% | −0.7% | +2.6 pts |
| 1 year | +4.4% | −1.9% | +6.3 pts |
| 2 years a year | +6.5% | +2.3% | +4.1 pts |
| 3 years a year | +8.4% | +4.7% | +3.7 pts |
| 4 years a year | +8.1% | +5.3% | +2.8 pts |
| 5 years a year | +7.3% | +4.5% | +2.8 pts |
| 7 years a year | +7.7% | +5.7% | +2.1 pts |
| Since start a year | +7.7% | +5.7% | +2.0 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
How much of Nifty Medium to Long Duration Debt 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.
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Co-managers: Mr. Hriday Shah (7.00)
The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation…
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.
₹100 put into 360 ONE Consult PMS - Debt at the start of Nov 2025 was worth ₹103 by the end of Oct 2026. In Nifty Medium to Long Duration Debt Index it was worth ₹98.
Monthly returns as reported to APMI, after fees; available from Aug 2023. Change the period in the bar above.