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Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −0.7% | −0.9% | +0.2 pts |
| 3 months | −8.0% | −6.5% | −1.5 pts |
| 6 months | −3.3% | −3.0% | −0.3 pts |
| 1 year | −9.7% | −7.2% | −2.5 pts |
| 2 years a year | −3.9% | −1.1% | −2.8 pts |
| 3 years a year | +8.5% | +9.9% | −1.5 pts |
| 4 years a year | +7.2% | +9.9% | −2.7 pts |
| 5 years a year | +6.6% | +8.7% | −2.0 pts |
| 7 years a year | +11.9% | +13.4% | −1.5 pts |
| 10 years a year | +10.8% | +12.5% | −1.7 pts |
| Since start a year | +12.0% |
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 →To generate long term capital appreciation from a portfolio that is substantially constituted of securities, with combination of high growth stocks as well as value stocks.
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.
| +11.5% |
| +0.5 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into AAA Focus PMS at the start of Nov 2025 was worth ₹90 by the end of Oct 2026. In BSE 500 TRI it was worth ₹93.
Monthly returns as reported to APMI, after fees; available from Aug 2023. Change the period in the bar above.