|Portfolio||YTD FY24||2023||2022||2021||2020*||Since Inception*||Outperformance||Cash bal.|
|CED Long Term Focused Value (PMS)||9.9%||-4.3%||14.9%||48.5%||-9.5%||13.1%||27.0%|
|BSE 500 TRI (including dividends)||13.2%||-0.9%||22.3%||78.6%||-23.4%||17.3%||-4.2%||NIL|
|*From Jul 24, 2019. Note: As required by SEBI, the returns are calculated on time weighted average (NAV) basis. The returns are NET OF ALL EXPENSES AND FEES. The returns pertain to ENTIRE portfolio of our one and only strategy. Individual investor returns may vary from above owing to different investment dates. Performance related information is audited by a Chartered Accountant, but not verified by SEBI.
|Pre-PMS Performance||Since Inception (CAGR) 2012 – 2019||Outperformance (Annualised)|
|Erstwhile Multi Family Office (7 yrs)||17.4%*|
|BSE 500 TRI (including dividends)||14.5%||2.9%|
Note: Prior to launching our Portfolio Management Services, we were running a private multi family office. The above are its audited returns NET OF EXPENSES AND EQUIVALENT FEES over 7 years of its operation (Aug 18, 2012 to Mar 31, 2019).
* Post all fee and income tax