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Returns after fees, against Nifty 50 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −4.5% | −6.0% | +1.5 pts |
| 3 months | −2.3% | −4.9% | +2.6 pts |
| 6 months | +10.7% | +2.1% | +8.5 pts |
| 1 year | −2.2% | −7.1% | +4.9 pts |
| 2 years a year | −6.7% | −5.3% | −1.4 pts |
| 3 years a year | +4.7% | +6.0% | −1.4 pts |
| 4 years a year | +6.7% | +8.5% | −1.8 pts |
| 5 years a year | +4.4% | +6.4% | −2.0 pts |
| 7 years a year | +9.8% | +11.5% | −1.7 pts |
| 10 years a year | +8.8% | +11.5% | −2.6 pts |
| Since start a year | +15.5% |
How much of Nifty 50 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 provide medium to long term returns, by seeking to buy growth at value prices from a diversified portfolio of Indian equities with favorable long-term prospects
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.
| +15.4% |
| +0.1 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into ASK SPECIALISED PORTFOLIO at the start of Oct 2025 was worth ₹98 by the end of Sep 2026. In Nifty 50 TRI it was worth ₹93.
Monthly returns as reported to APMI, after fees; available from Apr 2023. Change the period in the bar above.