XIRR vs Benchmark (12%)
MO
Motilal Oswal
Broker / PMS
AUM
₹3.85Cr
XIRR
19.2%
Alpha vs Nifty
+7.2%
Fees Paid
₹4.20L
Stocks
PMS
Since Mar 2019
HB
HDFC Bank RM
Banker
AUM
₹1.42Cr
XIRR
8.1%
Alpha vs Nifty
+1.6%
Fees Paid
—
MFs
Cash
Since Jan 2017
WC
WhiteOak Capital
AIF Manager
AUM
₹1.91Cr
XIRR
16.3%
Alpha vs Nifty
+4.3%
Fees Paid
₹5.72L
AIFs
Since Sep 2021
KM
Kotak Mahindra
Wealth Manager
AUM
₹2.24Cr
XIRR
13.5%
Alpha vs Nifty
+1.5%
Fees Paid
₹3.36L
MFs
ETFs
Since Jul 2018
S
Self-Managed
Self
AUM
₹14.43Cr
XIRR
21.4%
Alpha vs Nifty
+9.4%
Fees Paid
—
Stocks
Real Estate
Businesses
Gold
Startups
Cash
Since Jan 2015