Hello @harsh.beria93,
Congratulations on the great performance and detailed analysis.
As you are largely invested in Small caps, Nifty might not be the best benchmark. You can create a portfolio market cap weighted benchmark : 60% * BSE Small Cap+ 20%* CNX Midcap + 20% * Nifty etc. based on allocations.
Another option is to compare with the leading PMS’ with consistent long term compounding. Your true opportunity cost lies there as you are unlikely to simply pick a Nifty index fund if not investing on your own.
I use a average returns index from 3 funds
- SageOne Small Cap
- @aveekmitra’s Aveksat Equity
- @ayushmit’s Mittal Analytics
Once again Congratulations for your great research and coverage across such broader areas with ever increasing circle of competence.
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