JainMatrix Track Record May 3rd, 2016

Dear Investor,                                                                                                                       03rd May 2016

JainMatrix Investments is a premium Investment Service for Indian equity. We promote direct equity purchases for the long term. Its the best way to get great returns while being aware and in control of your own portfolio.
We created two model portfolios over 3 years ago. They capture our best stock picks and also our close monitoring of the stocks for changes in fundamentals.
Here’s our update on the Track Record of the JainMatrix Model Portfolios.

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 03rd May 2016.

Performance Description

The market has been volatile in the last 6 months. However, JainMatrix Investments continues to do well on its research portfolio.
  • 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).

Large Cap

  • 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).

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