Dear Investor, 03rd May 2016
- We have a portfolio universe of 50 stocks, the finest firms chosen from our research over the last 3-4 years.
- From this portfolio the top 10 companies have given an annualized return of 111.3%
- We created 2 portfolios of 7 shares each – a Large Cap and a Mid & Small Cap portfolio
Mid and Small Cap
- The JainMatrix Mid & Small Cap Multi-bagger Model Portfolio gave 37.3% annualized returns over 38 months, compared to CNX Midcap (18.4%), S&P BSE Midcap (18.8%) and S&P BSE Smallcap (18.0%) over same period. It outperformed by 18.5%.
- The best performing Mid or Small Cap mutual fund gave 40.5% returns in this period. Out of 94 MFs – 65 mid cap and 28 small cap, our portfolio is in the top 5 ( source Value Research).
- The JainMatrix Large Cap Retirement Model Portfolio gave 16.1% annualized returns over 37 months, compared to Sensex (9.1%) and Nifty (9.4%) over the same period. It outperformed by 6.6%.
- The best performing Large Cap Mutual Fund in this period gave 19.4% returns, out of 128 funds. This JMLC portfolio is in top 6 of these mutual Funds. (source Value Research).
Sign up for the JainMatrix Investment Service to take the right decisions, whatever the event, in your investing journey. ..
Subscribe NOW to get the best Investment Service
Click – Offering
Note that Equity investments are inherently risky. Take help from your ‘Investment Adviser’ before allocating funds for the equity asset class….