Dear Investor, 14th Dec 2015
JainMatrix Investments is a premium Investment Service for Indian equity. It’s independent, honest and direct. And sharply focused on Investor Returns from its two Model Portfolios.
Here’s our update on the Track Record of the JainMatrix tracked portfolios and shares.
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Performance Tracker
See the compilation of performance of the Model portfolios and the entire tracked Stock Universe from JainMatrix Investments.

* As per Value Research on 11th Dec 2015.
Performance Description
The market has been volatile in the last 6 months. However, JainMatrix Investments continues to do well on its recommended portfolio.
- The Top Ten stocks from the tracked Stock Universe had annualized returns of 98.3% on 11th Dec 2015, compared to 124.1% on 29th June 2015. These Top Ten are from a total portfolio of 50 stocks.
- The Large Cap Retirement Model Portfolio is ahead of benchmarks, and in top 10% of MFs.
- The Mid & Small Cap Multi-bagger Model Portfolio has out-performed the comparable Indices by 24% annualized and is almost 10% ahead of the best performing equity MFs.
- We also have an outstanding record in IPO research reports, and have a string of ‘bang on’ recommendations over the last 2 years.
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- We only include firms in our portfolio 90 days after publishing the report, to avoid errors from short-term price movements.
- Note that Equity investments are inherently risky. Take help from your ‘Investment Adviser’ before allocating funds for the equity asset class.
Investment Approach
- We research stocks based on their fundamentals including financials, industry prospects, management, etc.
- We cannot assume that these stocks above will give you similar returns in future. Past performance is no guarantee of future results. Some volatile stocks have moved within months from the top to negative returns.
- Much more important than past share price performance is the stability and quality of the businesses, their management, cash flows, etc. As these will reflect in the future share price.
- These are captured in the JainMatrix Investments recommended portfolios such as the Large Cap Portfolio, and the Mid Cap Portfolio. These model portfolios align your investments and risk appetite to get appropriate gains.
- The JainMatrix Investment Advisory Service is available for a subscription fee.
- JainMatrix Investment is an independent research firm, with business income only from customer subscriptions, not transactions, and with no links to corporates. This helps us stay focused on quality Research !!