Strategy vs Index · Rs 10,00,000 capital · Calendar year performance
| Sector | Strategy CAGR | Index CAGR | Alpha | Strategy MaxDD | Index MaxDD | DD Saved |
|---|---|---|---|---|---|---|
| NIFTY50 | +10.2% | +10.4% | -0.2% | +39.2% | +38.4% | -0.8% |
| NIFTY_NEXT50 | +26.0% | +12.1% | +13.9% | +35.6% | +42.0% | +6.4% |
| NIFTY_MIDCAP | +19.6% | +15.6% | +4.1% | +37.2% | +44.2% | +7.0% |
| NIFTY_SMALLCAP | +31.0% | +13.1% | +17.9% | +34.0% | +60.8% | +26.8% |
| NIFTY_MICROCAP | +39.3% | +17.4% | +21.8% | +44.9% | +71.2% | +26.3% |
| All Sectors (Unified) | +27.5% | +12.3% | +15.2% | +20.2% | +38.4% | +18.3% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | -0.11% | +2.80% | -2.90% |
| 2017 | +42.42% | +28.75% | +13.67% |
| 2018 | -4.36% | +4.09% | -8.46% |
| 2019 | -9.92% | +11.53% | -21.46% |
| 2020 | +3.99% | +14.77% | -10.78% |
| 2021 | +61.66% | +23.79% | +37.86% |
| 2022 | +0.09% | +2.72% | -2.64% |
| 2023 | +19.46% | +19.42% | +0.04% |
| 2024 | +41.98% | +8.75% | +33.23% |
| 2025 | -12.84% | +10.05% | -22.89% |
| 2026 YTD | -1.04% | -6.41% | +5.37% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | -1.07% | +6.05% | -7.12% |
| 2017 | +68.89% | +43.49% | +25.41% |
| 2018 | -11.89% | -8.81% | -3.09% |
| 2019 | +4.38% | +0.70% | +3.68% |
| 2020 | +77.86% | +14.90% | +62.96% |
| 2021 | +104.23% | +28.85% | +75.38% |
| 2022 | +30.95% | -0.85% | +31.80% |
| 2023 | +86.05% | +26.26% | +59.78% |
| 2024 | +4.66% | +27.30% | -22.64% |
| 2025 | -10.25% | +1.64% | -11.88% |
| 2026 YTD | -2.76% | +7.15% | -9.91% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | -2.78% | +4.35% | -7.13% |
| 2017 | +83.16% | +52.99% | +30.17% |
| 2018 | -6.43% | -13.20% | +6.77% |
| 2019 | -10.31% | -0.32% | -10.00% |
| 2020 | +33.04% | +23.94% | +9.10% |
| 2021 | +100.40% | +45.14% | +55.26% |
| 2022 | +0.63% | +1.82% | -1.18% |
| 2023 | +50.40% | +42.66% | +7.74% |
| 2024 | +31.00% | +23.10% | +7.90% |
| 2025 | -15.84% | +4.85% | -20.69% |
| 2026 YTD | +3.27% | +4.88% | -1.61% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | -22.57% | -0.49% | -22.08% |
| 2017 | +206.32% | +54.92% | +151.41% |
| 2018 | -9.62% | -27.19% | +17.57% |
| 2019 | +18.30% | -8.60% | +26.90% |
| 2020 | +30.36% | +24.19% | +6.17% |
| 2021 | +271.52% | +60.10% | +211.42% |
| 2022 | -18.17% | -4.87% | -13.30% |
| 2023 | +38.54% | +46.99% | -8.44% |
| 2024 | +22.03% | +25.64% | -3.61% |
| 2025 | -14.70% | -6.83% | -7.87% |
| 2026 YTD | +9.51% | +10.30% | -0.79% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | +19.81% | +1.65% | +18.16% |
| 2017 | +34.45% | +55.43% | -20.98% |
| 2018 | -37.32% | -27.88% | -9.44% |
| 2019 | +9.28% | -24.80% | +34.07% |
| 2020 | +90.79% | +35.79% | +55.00% |
| 2021 | +223.92% | +75.15% | +148.77% |
| 2022 | -5.05% | +6.98% | -12.03% |
| 2023 | +81.20% | +51.00% | +30.20% |
| 2024 | +75.90% | +26.92% | +48.97% |
| 2025 | -6.89% | -11.02% | +4.14% |
| 2026 YTD | +61.65% | +15.05% | +46.60% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | +2.44% | +2.80% | -0.35% |
| 2017 | +63.88% | +28.75% | +35.14% |
| 2018 | -11.73% | +4.09% | -15.82% |
| 2019 | +1.94% | +11.53% | -9.60% |
| 2020 | +37.46% | +14.77% | +22.69% |
| 2021 | +74.80% | +23.79% | +51.00% |
| 2022 | +2.10% | +2.72% | -0.62% |
| 2023 | +43.14% | +19.42% | +23.72% |
| 2024 | +47.88% | +8.75% | +39.13% |
| 2025 | -0.32% | +10.05% | -10.37% |
| 2026 YTD | +22.96% | -6.41% | +29.37% |