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home > Mutuals Funds > Articles & Reports > Portfolio Performance Review
  PORTFOLIO PERFORMANCE REVIEW
Report Date Report Name Brief Summary
Thursday, July 08, 2010 Download ReportModel Portfolio - June,10 Our Model Portfolio have performed fantastically in the moderately aggressive and Conservative categories. As we have been saying during the last three months the gap between the benchmark performance and the portfolio performance in case of aggressive has also come down by a decent percentage. In the next couple of months we are sure that our aggressive portfolio will definitely over perform its benchmark index.
Friday, May 07, 2010 Download ReportModel Portfolio - May,2010 We have once again outperformed our benchmark indices in both the moderate and conservative categories. We have made requisite changes to the aggressive portfolio in the last month and we are sure this portfolio will outperform its respective benchmark index in some time from now.
Friday, May 07, 2010 Download ReportModel Portfolio - Apr,10 Our Portfolios have performed well in comparison to their respective benchmarks. Our aggressive portfolio has been under performing its respective benchmark index by around 2%. We have changed a couple of funds in this category and so we expect our portfolio to perform better then its bench mark index in the coming months. However, our moderately aggressive and conservative portfolios have out performed their respective benchmark indices by wider margins.
Wednesday, April 07, 2010 Download ReportModel Portfolio - April,2010 Our Portfolios have performed well in comparison to their respective benchmarks. Our aggressive portfolio has been under performing its respective benchmark index by around 2%. We have changed a couple of funds in this category and so we expect our portfolio to perform better then its bench mark index in the coming months. However, our moderately aggressive and conservative portfolios have out performed their respective benchmark indices by wider margins.
Thursday, March 18, 2010 Download ReportModel Portfolio - Mar,2010 The model portfolios have been delivering far superior returns than their respective benchmark indices to know more about their performances please refer to the portfolio.
Tuesday, January 12, 2010 Download ReportModel Portfolio - Jan,2010 Our moderately aggressive and conservative portfolios have outperformed the benchmark by substantial percentages, while we have underperformed slightly in comparison to the respective benchmark mark index incase of the aggressive portfolio.
Friday, December 04, 2009 Download ReportModel Portfolio - Dec,09 Our Portfolios are outperforming the respective Bench Mark Indices on a continuous basis.
Saturday, May 10, 2008 Download ReportModel Portfolio Performance The portfolio has outperformed the index and category returns since its launch. In terms of annualized returns the portfolio has outperformed the index by 9.78% and the category by 19.73% respectively.
Wednesday, April 09, 2008 Download ReportModel Portfolio Performance The portfolio has outperformed the index and category returns since its launch. In terms of annualized returns the portfolio has outperformed the index by 12.31% and the category by 16.91% respectively.
Saturday, March 08, 2008 Download ReportModel Portfolio Performance The portfolio has outperformed the index and category returns since its launch. In terms of annualized returns the portfolio has outperformed the index by 14.22% and the category by 20.67% respectively.
Thursday, February 07, 2008 Download ReportModel Portfolio Performance The portfolio has outperformed the index and category returns since its launch. In terms of annualized returns the portfolio has outperformed the index by 11.37% and the category by 13.80% respectively.
Thursday, January 24, 2008 Download ReportModel Portfolio Performance The portfolio has outperformed the index returns since its launch. In terms of annualized returns the portfolio has outperformed the index by 1.51%.
Monday, December 17, 2007 Download ReportModel Portfolio Performance The portfolio has outperformed both the index and category averages. Portfolio has outperformed the index and category average since its launch by an outstanding 9.75% and 13.09% respectively in terms of annualized returns.
Thursday, November 29, 2007 Download ReportModel Portfolio Performance The Portfolio has outperformed both the index and category averages. Portfolio has outperformed the index and category average since its launch by outstanding 19.94% and 19.98% respectively in terms of annualised returns.
Tuesday, September 11, 2007 Download ReportModel portfolio performance The Portfolio has outperformed the index and category average since its launch by 10.61% and 9.98% respectively in terms of annualised returns. This out-performance is Rs.18,573.45 and Rs.17,468.09 in absolute terms.
Wednesday, August 08, 2007 Download ReportModel portfolio performance All the three model portfolios have outperformed respective index and category average for all return periods (Since launch, 1 year, 6 months and 3 months). The outperformance it not only maintained in absolute returns but also in risk-adjusted returns.
Saturday, July 14, 2007 Download ReportModel portfolio performance The portfolio has outperformed the index and category average since June, 2006 (refer chart). Before this period, it was not able to deliver better return compared to index and category average as some calls of scheme selection proved to be wrong.
 
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