Congruence Advisers
Congruence Advisers
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    • Home
    • Services & FAQ
    • Process & Performance
      • Investment Process
      • Historical Performance
    • Content Library
      • Business Analysis
      • Blog and Musings
      • Newsletters
    • About
      • Founder
      • In the Media
  • Home
  • Services & FAQ
  • Process & Performance
    • Investment Process
    • Historical Performance
  • Content Library
    • Business Analysis
    • Blog and Musings
    • Newsletters
  • About
    • Founder
    • In the Media

Track Record & Historical Performance of my own capital


My investment style was skewed towards small and micro caps till I turned full time investment manager in 2019. Then onward my style has been market cap agnostic.


The external capital I manage is a multi cap approach because I believe it is a more durable and responsible way of managing other people's money in India. This approach may underperform a small cap portfolio during a roaring bull run but there is always a price to pay for risk management.


The performance will be updated at the end of each quarter going forward. I cannot think of a better way of ensuring transparency than to put up the historical performance of my own capital. 

Multi cap approach historical performance (Dec 10, 2022)

Disclaimer: Past performance is not to be extrapolated, it is not an indicator of future returns. There is no assurance of positive returns in equity investing, please tread cautiously and invest only after understanding all risks.


This is an effort to provide data on what the historical performance of the specific approach has been over the time period indicated. This is my own capital invested as per the approach.


The Portfolio NAV is reported post fee while the NIFTY50 and S&P BSE 500 NAV is without any fee being considered

Details of the Equity advisory service

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Congruence Advisers and the logo is a registered trademark in India, unauthorized for any reason is prohibited


Disclaimer

 None of the content here constitutes investment advice since it is not specific to an investor context. The focus is on the investment process and on understanding Indian businesses through real examples, not on stock recommendations or specific investment products.  


From SEBI Scores Page

Jaunary 31, 2023

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