Strategy vs Index · Rs 10,00,000 capital · Calendar year performance
| Sector | Strategy CAGR | Index CAGR | Alpha | Strategy MaxDD | Index MaxDD | DD Saved |
|---|---|---|---|---|---|---|
| NIFTY50 | +8.8% | +11.1% | -2.4% | +42.7% | +38.4% | -4.2% |
| NIFTY_NEXT50 | +34.7% | +13.2% | +21.5% | +25.5% | +42.0% | +16.4% |
| NIFTY_MIDCAP | +24.9% | +16.9% | +7.9% | +38.8% | +44.2% | +5.4% |
| NIFTY_SMALLCAP | +32.8% | +14.2% | +18.6% | +38.3% | +60.8% | +22.5% |
| NIFTY_MICROCAP | +36.9% | +18.6% | +18.3% | +50.8% | +71.2% | +20.4% |
| All Sectors (Unified) | +27.5% | +12.3% | +15.2% | +20.2% | +38.4% | +18.3% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | +2.63% | +2.80% | -0.17% |
| 2017 | +41.50% | +28.75% | +12.76% |
| 2018 | -6.84% | +4.09% | -10.94% |
| 2019 | -8.91% | +11.53% | -20.44% |
| 2020 | +0.53% | +14.77% | -14.24% |
| 2021 | +72.62% | +23.79% | +48.82% |
| 2022 | +5.21% | +2.72% | +2.49% |
| 2023 | +10.49% | +19.42% | -8.93% |
| 2024 | +29.07% | +8.75% | +20.32% |
| 2025 | -17.97% | +10.05% | -28.02% |
| 2026 YTD | -8.89% | -6.41% | -2.48% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | +3.89% | +6.05% | -2.16% |
| 2017 | +76.27% | +43.49% | +32.79% |
| 2018 | -4.16% | -8.81% | +4.65% |
| 2019 | +22.28% | +0.70% | +21.58% |
| 2020 | +135.61% | +14.90% | +120.72% |
| 2021 | +94.81% | +28.85% | +65.96% |
| 2022 | +28.95% | -0.85% | +29.80% |
| 2023 | +79.98% | +26.26% | +53.71% |
| 2024 | +7.42% | +27.30% | -19.88% |
| 2025 | +0.90% | +1.64% | -0.73% |
| 2026 YTD | -6.36% | +7.15% | -13.51% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | -2.98% | +4.35% | -7.33% |
| 2017 | +95.77% | +52.99% | +42.78% |
| 2018 | -7.83% | -13.20% | +5.37% |
| 2019 | -6.37% | -0.32% | -6.05% |
| 2020 | +41.14% | +23.94% | +17.20% |
| 2021 | +91.93% | +45.14% | +46.79% |
| 2022 | -0.91% | +1.82% | -2.73% |
| 2023 | +75.98% | +42.66% | +33.31% |
| 2024 | +29.97% | +23.10% | +6.87% |
| 2025 | -6.22% | +4.85% | -11.07% |
| 2026 YTD | +6.36% | +4.88% | +1.48% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | -28.15% | -0.49% | -27.66% |
| 2017 | +182.70% | +54.92% | +127.78% |
| 2018 | -10.20% | -27.19% | +16.99% |
| 2019 | +12.34% | -8.60% | +20.94% |
| 2020 | +33.81% | +24.19% | +9.62% |
| 2021 | +319.49% | +60.10% | +259.39% |
| 2022 | -22.49% | -4.87% | -17.62% |
| 2023 | +41.28% | +46.99% | -5.70% |
| 2024 | +50.69% | +25.64% | +25.05% |
| 2025 | -20.30% | -6.83% | -13.46% |
| 2026 YTD | +21.89% | +10.30% | +11.59% |
| Year | Strategy | Index | Alpha |
|---|---|---|---|
| 2016 | +25.22% | +1.65% | +23.56% |
| 2017 | +36.91% | +55.43% | -18.51% |
| 2018 | -42.38% | -27.88% | -14.51% |
| 2019 | +5.94% | -24.80% | +30.74% |
| 2020 | +86.64% | +35.79% | +50.85% |
| 2021 | +190.97% | +75.15% | +115.82% |
| 2022 | -8.56% | +6.98% | -15.54% |
| 2023 | +83.90% | +51.00% | +32.91% |
| 2024 | +69.38% | +26.92% | +42.45% |
| 2025 | -5.12% | -11.02% | +5.90% |
| 2026 YTD | +60.70% | +15.05% | +45.65% |
| 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% |