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Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −7.2% | −5.6% | −1.6 pts |
| 3 months | −7.5% | −3.6% | −3.9 pts |
| 6 months | −0.3% | +8.1% | −8.4 pts |
| 1 year | −10.4% | −2.3% | −8.1 pts |
| 2 years a year | −11.3% | −3.9% | −7.4 pts |
| 3 years a year | +1.2% | +9.2% | −8.0 pts |
| 4 years a year | +3.1% | +11.2% | −8.1 pts |
| 5 years a year | +1.8% | +8.9% | −7.1 pts |
| 7 years a year | +9.2% | +14.2% | −5.1 pts |
| Since start a year | +8.2% | +12.1% | −3.9 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.
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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 ASK EMERGING OPPORTUNITIES PORTFOLIO at the start of Oct 2025 was worth ₹90 by the end of Sep 2026. In BSE 500 TRI it was worth ₹98.
Monthly returns as reported to APMI, after fees; available from Apr 2023. Change the period in the bar above.