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Returns after fees, against MSEI SX 40 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −9.2% | +2.1% | −11.3 pts |
| 3 months | −6.5% | −5.2% | −1.3 pts |
| 6 months | +7.2% | −3.7% | +10.9 pts |
| 1 year | +8.7% | −10.3% | +18.9 pts |
| 2 years a year | +9.5% | −3.1% | +12.6 pts |
| 3 years a year | +21.6% | +5.8% | +15.8 pts |
| 4 years a year | +30.5% | +5.2% | +25.3 pts |
| Since start a year | +32.2% | +7.8% | +24.4 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
₹100 put into White Pine India Emerging Stars Approach at the start of Nov 2025 was worth ₹109 by the end of Oct 2026. In MSEI SX 40 TRI it was worth ₹90.
Monthly returns as reported to APMI, after fees; available from Apr 2023. Change the period in the bar above.
How much of MSEI SX 40 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 →The investment objective of the Fund is to achieve long term capital appreciation from listed securities in India and having market capitalisation of less than Rupees 400 billion.
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.