Quarterly performance · Q2 2026

Our portfolios vs the Nifty 500.

Every quarter we publish how NiveshPe portfolios actually performed. The whole distribution, not a hand-picked highlight. Here is the latest.

96.2%

of NiveshPe portfolios are ahead of the Nifty 500 over the trailing 12 months

96.2% ahead of the index 3.8% behind

All portfolios above ₹50,000 Published Q2 2026

Not an average.
Every portfolio.

01 / DISTRIBUTION

A single headline average hides the portfolios it is embarrassed by. So here is the whole book at once, sorted by how far ahead of or behind the index each portfolio sits. Everything to the right of the dashed line is ahead.

3.3% Nifty 500 trailing 12-month return, the line every portfolio below is measured against.
NiveshPe portfolios by gap vs Nifty 500
Share of portfolios at each level of out- or under-performance against the index over the trailing 12 months, in percentage points.
Ahead of the index Behind the index
Gap vs the index (percentage points) →

What our
investors earned.

02 / RETURNS

Beating a benchmark only matters if it turns into money. This is what NiveshPe money actually earned, after accounting for when each rupee went in.

Our investors earned, on average, per year
12.6%

Money-weighted return (XIRR) across all NiveshPe portfolios, weighted by portfolio size.

And almost nobody is down
96.2%

of NiveshPe portfolios are currently worth more than the amount put into them.

Why this figure is not set against the index return above. XIRR is measured over each investor's own holding period, which runs from months to years, while an index return covers one fixed 12-month window. The two are not comparable, so we do not print them as a head-to-head. The like-for-like comparison is the distribution in section 01, where every portfolio is measured against the index over the same period.

Invest with a plan,
not a hunch.

NiveshPe builds and monitors mutual fund portfolios matched to your goals, and publishes how they perform every quarter.

Mutual fund investments are subject to market risk. Read all scheme-related documents carefully. Past performance does not indicate or guarantee future results. The figures on this page describe aggregate outcomes across NiveshPe portfolios above the threshold shown, as of the date shown, and are neither a projection nor a promise of individual returns. Your own result depends on your fund selection, how much you invest and when. NiveshPe is a product of Futurewell Fintech Private Limited, registered with AMFI as a Mutual Fund Distributor (ARN: 344035), distributing regular plans of mutual funds.