Performance data is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary date falls up to the last date of this performance period. Since fixed fees and expenses are charged on a quarterly basis, effect of the same has been incorporated up to 31st December 2022. For Little Champs portfolio, since performance fees are charged on cumulative gains at the third anniversary of the respective client account, the effect of the same has not been incorporated in the performance data. (The returns are as on 31st Jan 2023).
Inception Date & Benchmark:
Consistent Compounders Portfolio: Inception: 1st Dec,2018 Benchmark: Nifty 50 TRI
Little Champs Portfolio: Inception:28th Aug,2019 Benchmark: S&P BSE Small Cap TRI
Kings of Capital Portfolio: Inception:28th July ,2020 Benchmark: Bank Nifty 50 TRI
Rising Giants Portfolio: Inception:27th Dec ,2021 Benchmark: BSE 500 TRI
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