Investment Advice

Performance of Investment Advice

The table below shows comparative performance of Samedh Dynamic Mutual Fund Portfolio and other Financial Investment Assets, since the launch of Advisory. The investment advice for various quarters can be viewed by clicking on the link for the respective quarter.

Samedh Dynamic Mutual Fund Portfolio Period End Nifty Gold (USD) * USDINR 3-Year FD @ SBI SDMFP Period’s Return
Nifty Gold 3-Year FD SDMFP
Oct’16 – Dec’16 Dec’ 2016
Jul’16 – Sep’16 Sep’ 2016 8,611 28,655 8.75% 149.7 3.9% 0.4% 2.2% 4.7%
Apr’16 – Jun’16 Jun’ 2016 8,288 28,554 8.75% 143.06 7.1% 9.8% 2.2% 6.6%
Jan’16 – Mar’16 Mar’ 2016 7,738 26,010 8.75% 134.21 -2.6% 15.3% 2.2% 1.1%
Oct’15 – Dec’15 Dec’ 2015 7,946 22,566 8.75% 132.71 0.0% -6.6% 2.2% 0.6%
Jul’15 – Sep’15 Sep’ 2015 7,949 24,157 8.75% 131.91 -5.0% 1.0% 2.2% 0.9%
Apr’15 – Jun’15 Jun’ 2015 8,369 23,927 8.75% 130.68 -1.4% 0.6% 2.2% -1.0%
Jan’15 – Mar’15 Mar’ 2015 8,491 23,794 8.75% 131.99 2.5% -2.7% 2.2% 3.8%
Oct’14 – Dec’14 Dec’ 2014 8,283 24,444 8.75% 127.10 4.0% 0.9% 2.2% 6.7%
Jul’14 – Sep’14 Sep’ 2014 7,695 24,228 8.75% 119.16 4.6% -5.5% 2.2% 1.9%
Apr’14 – Jun’14 Jun’ 2014 7,611 25,633 8.75% 116.95 13.5% 3.3% 2.2% 17.0%
SDMFP Start 1st Apr’ 2014 6,704 24,810 8.75% 100.00 N.A. N .A. N.A. N.A.
Overall Return since start of SDMFP (Apr’ 2014 – Sep’ 2016) 28.4% 15.5% 21.9% 49.7%