S&P BSE 500 TRI
Jan 2020
10000000
UNDISC
In order to generate meaningfully higher returns than the Sensex their strategy is to buy good companies when they are cheap and only if they are cheap. If they are not cheap they stay on the side-lines in cash for periods. Especially for large cap companies they buy them when they trade at discounts to their long term average valuations and exit them when they start trading above long term average valuations without waiting for peak valuations.
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| Investment Approach | Benchmark | |
|---|---|---|
| Since Inception | 30.39% | 11.74% |
| 1 Month | -4.10% | -5.55% |
| 1 Year | 5.72% | 0.97% |
| 2 Year | 19.67% | 11.42% |
| 3 Months | -11.07% | -8.27% |
| 3 Year | 18.56% | 9.18% |
| 5 Year | ND | ND |
| 6 Months | -13.18% | -11.13% |
