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Returns after fees, against Nifty 50 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −13.3% | +1.9% | −15.2 pts |
| 3 months | +5.0% | −5.3% | +10.3 pts |
| 6 months | +2.2% | −3.1% | +5.4 pts |
| 1 year | +30.6% | −9.4% | +40.1 pts |
| 2 years a year | +15.8% | −1.3% | +17.1 pts |
| 3 years a year | +23.9% | +7.7% | +16.2 pts |
| 4 years a year | +28.2% | +7.6% | +20.7 pts |
| 5 years a year | +24.9% | +6.7% | +18.3 pts |
| 7 years a year | +21.2% | +11.2% | +10.0 pts |
| 10 years a year | +21.4% | +11.7% | +9.8 pts |
| Since start a year |
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 →Aggressive Long Term Growth
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.
| +20.8% |
| +11.7% |
| +9.1 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into Aggressive Long Term Capital Appreciation at the start of Nov 2025 was worth ₹131 by the end of Oct 2026. In Nifty 50 TRI it was worth ₹91.
Monthly returns as reported to APMI, after fees; available from Apr 2023. Change the period in the bar above.