E&R India Mid Cap Select Achieves Remarkable 257% Growth Since January 2021
E&R India Mid Cap Select Achieves Remarkable 257% Growth Since January 2021
In an era marked by the COVID-19 pandemic, E&R India Mid Cap Select has achieved a stunning 257% growth since January 2021, outperforming during a challenging global context. This impressive growth in Indian Mid Cap stocks, averaging an annualized return of 38.55%, signals a robust phase for this market segment, notably outshining many others during this period.
Contrastingly, the broader Indian small cap sector also showed significant growth. Notably, the Minerva India Underserved funds, an AlphaBlock client, witnessed a remarkable surge of 436.9% for the same period, defying expectations of the global economic downturns and suggesting a unique resilience in the Indian market.
Simultaneously, the S&P India Mid Cap Index also recorded strong performance, albeit trailing slightly with a 159% increase over the same timeframe, translating to an annualized return of 17.42% an underperformance of 20.36%. This comparison raises the question: How did E&R achieve such extraordinary returns? The answer lies in its novel methodology. Unlike the market capitalization-weighted S&P Indian Mid Cap Index, E&R employs a bias-agnostic strategy, not solely focused on large-cap or ‘winner’ stocks. This broader approach helps in capturing diverse growth opportunities across the market spectrum, often overlooked in traditional, market-cap focused strategies.
In conclusion, E&R’s exceptional performance underscores a shift in investment strategies, moving away from traditional market-cap weighted models towards more comprehensive, inclusive approaches that capture a wider range of market dynamics, signifying a new era in the pursuit of exceptional investment returns.
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