FY14-15

Investment Advice for the Financial Year 2014-15

The Samedh Dynamic Mutual Fund Portfolio was started in April 2014. The performance of portfolio during the year was as below:

Samedh Dynamic Mutual Fund Portfolio Period Nifty Gold (USD) * USDINR 3-Year FD @ SBI SDMFP Period’s Return
Nifty Gold 3-Year FD SDMFP
Quarter’s Start 1st Apr’ 2014 6,704 24,810 8.75% 100.00 N.A. N.A. N.A. N.A.
FY 2014-15 Q1 Apr’ 2014 6,696 25,087 8.75% 101.35 -0.1% 1.1% 0.7% 1.3%
May’ 2014 7,230 23,789 8.75% 111.33 8.0% -5.2% 0.7% 9.8%
Jun’ 2014 7,611 25,633 8.75% 116.95 5.3% 7.8% 0.7% 5.0%
Overall Return during the Quarter (Apr’ 2014 – Jun’ 2014) 13.5% 3.3% 2.2% 16.9%

 

Samedh Dynamic Mutual Fund Portfolio Period Nifty Gold (USD) * USDINR 3-Year FD @ SBI SDMFP Period’s Return
Nifty Gold 3-Year FD SDMFP
Previous Quarter End Jun’ 2014 7,611 25,633 8.75% 116.95 N.A. N.A. N.A. N.A.
FY 2014-15 Q2 Jul’ 2014 7,721 25,107 8.75% 117.12 1.4% -2.1% 0.7% 0.1%
Aug’ 2014 7,954 25,090 8.75% 118.66 3.0% -0.1% 0.7% 1.3%
Sep’ 2014 7,965 24,228 8.75% 119.16 0.1% -3.4% 0.7% 0.4%
Overall Return during the Quarter (Jul’ 2014 – Sep’ 2014) 4.6% -5.5% 2.2% 1.9%

 

Samedh Dynamic Mutual Fund Portfolio Period Nifty Gold (USD) * USDINR 3-Year FD @ SBI SDMFP Period’s Return
Nifty Gold 3-Year FD SDMFP
Previous Quarter End Sep’ 2014 7,965 24,228 8.75% 119.16 N.A. N.A. N.A. N.A.
FY 2014-15 Q3 Oct’ 2014 8,322 23,115 8.75% 122.36 4.5% -4.6% 0.7% 2.7%
Nov’ 2014 8,588 23,303 8.75% 125.70 3.2% 0.8% 0.7% 2.7%
Dec’ 2014 8,283 24,444 8.75% 127.10 -3.6% 4.9% 0.7% 1.1%
Overall Return during the Quarter (Oct’ 2014 – Dec’ 2014) 4.0% 0.9% 2.2% 6.7%

 

Samedh Dynamic Mutual Fund Portfolio Period Nifty Gold (USD) * USDINR 3-Year FD @ SBI SDMFP Period’s Return
Nifty Gold 3-Year FD SDMFP
Previous Quarter End Dec’ 2014 8,283 24,444 8.75% 127.10 N.A. N.A. N.A. N.A.
Jan’15 – Mar’15 Jan’ 2015 8,809 25,132 8.75% 129.73 6.4% 2.8% 0.7% 2.1%
Feb’ 2015 8,902 24,069 8.75% 130.42 1.1% -4.2% 0.7% 0.5%
Mar’ 2015 8,491 23,794 8.75% 131.99 -4.6% -1.1% 0.7% 1.2%
Overall Return during the Quarter (Jan’ 2015 – Mar’ 2015) 2.5% -2.7% 2.2% 3.8%