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Returns after fees, against Nifty 50 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −2.1% | +1.9% | −4.0 pts |
| 3 months | −7.2% | −5.5% | −1.7 pts |
| 6 months | −5.9% | −3.9% | −2.0 pts |
| 1 year | −11.2% | −10.4% | −0.8 pts |
| 2 years a year | −3.4% | −2.4% | −1.0 pts |
| 3 years a year | +7.0% | +6.5% | +0.5 pts |
| 4 years a year | +5.9% | +6.4% | −0.4 pts |
| 5 years a year | +4.8% | +5.5% | −0.7 pts |
| 7 years a year | +7.8% | +9.9% | −2.1 pts |
| 10 years a year | +8.2% | +10.9% | −2.8 pts |
| Since start a year | +9.0% |
How much of Nifty 50 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 →he is the strategy manager of the investment approach
Co-managers: Mr. Hriday Shah (7.00), Mr. Tushar Poojari (8.00)
The objective of the investment approach is to generate long-term capital appreciation by investing in quality businesses having strong fundamental attributes and lower volatility in stock returns. The portfolio will…
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.
| +6.8% |
| +2.2 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into 360 ONE Equity Large Cap Oriented at the start of Nov 2025 was worth ₹89 by the end of Oct 2026. In Nifty 50 TRI it was worth ₹90.
Monthly returns as reported to APMI, after fees; available from Sep 2025. Change the period in the bar above.