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Returns after fees, against BSE 500 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | +3.6% | −0.9% | +4.5 pts |
| 3 months | +12.8% | −6.5% | +19.3 pts |
| 6 months | +31.3% | −3.0% | +34.3 pts |
| 1 year | +30.2% | −7.2% | +37.4 pts |
| 2 years a year | +16.5% | −1.1% | +17.6 pts |
| 3 years a year | +15.2% | +9.9% | +5.2 pts |
| 4 years a year | +17.1% | +9.9% | +7.3 pts |
| 5 years a year | +16.2% | +8.7% | +7.6 pts |
| 7 years a year | +25.4% | +13.4% | +11.9 pts |
| 10 years a year | +15.4% | +12.5% | +2.9 pts |
| Since start a year |
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.
| +16.4% |
| +11.8% |
| +4.6 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into RH MINERVA INDIA UNDER-SERVED at the start of Nov 2025 was worth ₹130 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.