Real Assets
Listed REITs (offices, malls) and InvITs (power lines, roads). Compared with cash.
Score 50 of 100 against Cash (overnight fund) (neutral); phase Falling behind — losing ground, and faster. Returns: 1 month −4.6%, 3 months −2.7%, 1 year +7.0%.
Instruments in Real Assets
| Name | Score (0–100) | Phase | 3 months | 1 year | Benchmark |
|---|---|---|---|---|---|
| PowerGrid InvIT | 88 | Pulling ahead | +4.1% | +20.6% | Cash (overnight fund) |
| Mindspace Business Parks REIT | 58 | Falling behind | 0.0% | +9.7% | Cash (overnight fund) |
| IRB InvIT | 56 | Falling behind | −1.8% | +9.2% | Cash (overnight fund) |
| Embassy Office Parks REIT | 44 | Catching up | −1.8% | +3.6% | Cash (overnight fund) |
| Nexus Select Trust REIT | 42 | Falling behind | −4.4% | +2.2% | Cash (overnight fund) |
| IndiGrid InvIT | 37 | Catching up | −5.0% | +5.9% | Cash (overnight fund) |
| Brookfield India REIT | 24 | Falling behind | −9.8% | −5.1% | Cash (overnight fund) |