🚀 India’s Front Runners Fund vs. NIFTY Performance – Dec 31, 2024
🌟 A Fund That Outshines the Benchmark!
The India’s Front Runners Fund has consistently delivered superior returns compared to the NIFTY index, proving itself as a high-performing investment vehicle.
📈 Positive Long-Term Returns vs. NIFTY:
1-Year Performance: ✅ +12.06% 🟢
Outperformed NIFTY at +8.25%, showcasing robust growth despite market challenges.
2-Year Annualized Returns: ✅ +19.83% 🟢
Clearly ahead of NIFTY’s +14.80%, delivering exceptional returns for investors.
3-Year Annualized Returns: ✅ +15.57% 🟢
Exceeds NIFTY’s +13.55%, demonstrating consistent portfolio growth.
Since Inception (Oct 2021): ✅ +17.39% 🟢
Significant long-term outperformance compared to NIFTY’s +13.15%.
📉 Short-Term Performance vs. NIFTY:
1-Month Return: 🔴 -0.24%
Outperformed NIFTY’s -2.05%, showing effective downside management.
3-Month Performance: 🔴 -7.15%
Lower decline compared to NIFTY’s -8.33%, indicating resilience in turbulent markets.
6-Month Return: 🔴 -1.04%
Narrower decline than NIFTY’s -1.72%, reflecting superior risk management.
📊 Why This Fund Outperforms NIFTY:
Strategic Portfolio Management:
Combination of Growth + Quality + Value Buying. Current equity allocation when earnings are down (91% + 9% Cash) allows for targeted growth and sectoral gains.
Dynamic Adjustments:
Proactively navigates market volatility to protect investor wealth.
Transparent Methodology:
Calculations include timing of cash flows and fees, offering realistic performance metrics.
💡 Key Takeaways:
Better Short-Term Protection: Outshines NIFTY even during market corrections, minimizing losses.
Long-Term Wealth Creation: Consistently outpaces NIFTY over 1, 2, and 3-year periods.
Higher Annualized Returns Since Inception: +17.39% vs. NIFTY’s +13.15%.
🔍 Disclosure Statement:
Methodology:
Internal Rate of Return (IRR) includes timing of cashflows and market transactions to reflect realistic performance metrics.
Distributions:
Dividends and interest are assumed reinvested for return calculations.
Taxes:
Returns are calculated on a pre-tax basis and may differ based on individual tax liabilities.
Fees:
All returns are after the deduction of applicable fees, ensuring a net performance view.
📞 Contact for More Information:
CS Pradhan
📞 9426536576