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Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −7.3% | −5.6% | −1.8 pts |
| 3 months | −5.4% | −3.6% | −1.8 pts |
| 6 months | +3.1% | +8.1% | −4.9 pts |
| 1 year | −10.8% | −2.3% | −8.5 pts |
| 2 years a year | −10.8% | −3.9% | −6.9 pts |
| 3 years a year | +1.9% | +9.2% | −7.3 pts |
| 4 years a year | +2.1% | +11.2% | −9.1 pts |
| 5 years a year | +0.8% | +8.9% | −8.1 pts |
| 7 years a year | +7.7% | +14.2% | −6.5 pts |
| 10 years a year | +8.6% | +12.8% | −4.2 pts |
| Since start a year | +16.5% |
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.
| +14.5% |
| +2.0 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into ASK GROWTH PORTFOLIO at the start of Oct 2025 was worth ₹89 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.