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Returns after fees, against NSE Multi Asset Index 1, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −1.9% | −0.7% | −1.2 pts |
| 3 months | −4.8% | −3.8% | −1.0 pts |
| 6 months | −2.6% | −0.1% | −2.4 pts |
| 1 year | −3.0% | −1.1% | −2.0 pts |
| 2 years a year | +3.3% | +3.4% | −0.1 pts |
| 3 years a year | +13.9% | +9.7% | +4.2 pts |
| 4 years a year | +13.0% | +9.1% | +3.9 pts |
| 5 years a year | +10.3% | +8.2% | +2.2 pts |
| 7 years a year | +11.6% | +10.8% | +0.9 pts |
| 10 years a year | +10.7% | +10.2% | +0.5 pts |
| Since start a year |
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.
Sign in to view →Co-managers: PRABIR KUMAR CHATTERJEE
Asset allocation is the key to long term returns. We create a portfolio of low corelation asset classes and dynamically rebalace it to ensure good return at low risk.
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.
| +10.7% |
| +9.9% |
| +0.7 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into Asset Allocation with Dynamic Rebalancing at the start of Nov 2025 was worth ₹97 by the end of Oct 2026. In NSE Multi Asset Index 1 it was worth ₹99.
Monthly returns as reported to APMI, after fees; available from May 2023. Change the period in the bar above.