We are pleased to share with you an update on our performance for the month of January 2020. Our performance continues to compare favourably within the PMS universe (as tracked by PMS Bazaar) and relative to major mutual fund categories (Table 1, Table 2)

 
 
 
 
 
 
 
 
 
1.Reported as post fees and expenses 2. Aggregate Portfolio 3. Aggregate Portfolios 4. 58 PMS 5. 36 PMS

 

 
 
 
 
 
 
 
 
2. Aggregate Portfolio

 

For all the applicable periods, our three year performance compares well relative to PMS and Mutual fund universe (Table 3). 

 

 

 

 

 

 

 

 

 

 
 
 
 
1. Post fees and expenses 2.Aggregate Portfolio. 3. Aggregate Portfolios  4. 17 Funds 5. 22 Funds 6. 25 Funds 7. 25 Funds 8. 21 Funds 9. 25 Funds 10. 25 Funds 11. 26 Funds. 12 36 Funds

Our absolute, relative and risk-adjusted performance continue to be superior relative to major indices. 

 

 

 

 

 

 

 

 
1. Post fees and expenses 2 Aggregate Portfolio 13. As of 31st January 2020

 

 

 

 

 

 

 
 
2. Aggregate portfolio 13. As of 31st January 2020 

 

 

Please let us know if we can provide any further information. We welcome any follow up questions.