Since Inception India Opportunity Portfolio Strategy has delivered a CAGR of 7.66% vs. Nifty Smallcap 100 returns of 8.04%, an outperformance of -0.379999999999999% (CAGR).
* Strategy Inception Date: 15/02/2010.
Please Note: The Above strategy returns are of a Model Client as on 31-Dec-2020. Returns of individual clients may differ depending on time of entry in the Strategy. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns below 1 year are absolute and above 1 year are annualized. Strategy returns shown above are post fees & expenses.
The chart below illustrates Rs.1 crore invested in India Opportunity Portfolio Strategy in February 2010 is worth Rs. 2.23 crores as on 31-Dec-2020. For the same period Rs. 1 crore invested in Nifty Smallcap 100 TRI is now worth Rs. 1.32 crores
* Strategy Inception Date: 15/02/2010.
Please Note: Returns up to 1 year are absolute& over 1 year are Compounded Annualized. Returns calculated using TimeWeighted Rate of Return (TWRR) at an aggregate strategy level. The performancerelated information is not verified by SEBI. All portfolio related holdings andsector data provided above is for model portfolio. Returns & Portfolio ofclient may vary vis-à-vis as comparedto Investment Approach aggregate level returns due to various factors viz.timing of investment/ additional investment, timing of withdrawals, specificclient mandates, variation of expenses charged & dividend income. Past performancemay or may not be sustained in future and should not be used as a basis forcomparison with other investments.