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Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −2.1% | −0.9% | −1.3 pts |
| 3 months | −2.0% | −6.5% | +4.5 pts |
| 6 months | +9.0% | −3.0% | +12.0 pts |
| 1 year | +5.5% | −7.2% | +12.7 pts |
| 2 years a year | +1.1% | −1.1% | +2.2 pts |
| 3 years a year | +11.1% | +9.9% | +1.1 pts |
| 4 years a year | +10.6% | +9.9% | +0.7 pts |
| 5 years a year | +8.9% | +8.7% | +0.3 pts |
| 7 years a year | +14.6% | +13.4% | +1.2 pts |
| Since start a year | +14.2% | +12.7% | +1.5 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
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 →It aims to provide medium to long term capital gains by investing in Shariah-compliant equity and equity-related instruments of well-researched value and growth-oriented companies.
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 AAA Shariah PMS at the start of Nov 2025 was worth ₹106 by the end of Oct 2026. In BSE 500 TRI it was worth ₹93.
Monthly returns as reported to APMI, after fees; available from Apr 2023. Change the period in the bar above.