The summary of portfolio performance since inception is mentioned below:
| Annualised Returns (IRR) (1) (2) (3) (4) |
HNI Portfolio | Nifty | Sensex |
| FY13 | -10.6% | -5.3% | -3.7% |
| FY14 | 112.2% | 21.1% | 21.3% |
| FY15 | 21.6% | 25.0% | 23.0% |
| FY16 | 86.0% | -7.0% | -7.7% |
| FY17 | 168.3% | 21.9% | 20.1% |
| FY18 | 66.4% | 17.0% | 18.8% |
| FY19 | -19.2% | 16.9% | 18.3% |
| FY20 | -45.8% | -28.6% | -26.9% |
| FY21 | 104.7% | 71.1% | 68.2% |
| FY22 | 15.6% | 21.7% | 20.7% |
| FY23 | 25.0% | 0.9% | 1.9% |
| FY24 | 72.3% | 30.6% | 26.6% |
| From Inception till 31 Mar 2024 | 30.9% | 16.4% | 16.1% |
(1) For all HNI clients and promoters (2) Inception was in August 2012 (3) Gross IRRs excluding the impact of HNI investment fees. (4) Performance till FY16 is for personal portfolio
