FY15-16

Investment Advice for Financial Year 2015-16

The performance of Samedh Dynamic Mutual Fund Portfolio during 2015 was as below:

Samedh Dynamic Mutual Fund Portfolio Period Nifty Gold (USD) * USDINR 3-Year FD @ SBI SMFIP Period’s Return
Nifty Gold 3-Year FD SMFIP
Quarter’s Start 1st Apr’ 15 8,491 23,794 8.75% 131.99 N.A. N.A. N.A. N.A.
Apr’15 – Jun’15 Apr-15 8,181 24,105 8.75% 131.02 -3.7% 1.3% 0.7% -0.7%
May-15 8,434 24,391 8.75% 132.19 3.1% 1.2% 0.7% 0.9%
Jun-15 8,369 23,927 8.75% 130.68 -0.8% -1.9% 0.7% -1.1%
Overall Return during the Quarter (Apr’15 – Jun’15) -1.4% 0.6% 2.2% -1.0%

 

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 Jul’ 15 8,369 23,927 8.75% 130.68 N.A. N.A. N.A. N.A.
Jul’15 – Sep’15 Jul-15 8,533 22,599 8.75% 133.10 2.0% -5.5% 0.7% 1.9%
Aug-15 7,971 24,237 8.75% 131.01 -6.6% 7.2% 0.7% -1.6%
Sep-15 7,949 24,157 8.75% 131.91 -0.3% -0.3% 0.7% 0.7%
Overall Return during the Quarter (Jul’15 – Sep’15) -5.0% 1.0% 2.2% 0.9%

 

Samedh Dynamic Mutual Fund Portfolio Period Nifty Gold (USD) * USDINR 3-Year FD @ SBI SDMFP Period’s Return
Nifty Gold 3-Year FD SDMFP
Quarter’s Start 1st Oct’ 15 7,949 24,157 8.75% 131.91 N.A. N.A. N.A. N.A.
Oct’15 – Dec’15 Oct-15 8,066 24,031 8.75% 132.85 1.5% -0.5% 0.7% 0.7%
Nov-15 7,935 22,693 8.75% 132.34 -1.6% -5.6% 0.7% -0.4%
Dec-15 7,946 22,566 8.75% 132.71 0.1% -0.6% 0.7% 0.3%
Overall Return during the Quarter (Oct’15 – Dec’15) 0.0% -6.6% 2.2% 0.6%

 

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 Jan’ 16 7,946 22,566 8.75% 132.71 N.A. N.A. N.A. N.A.
Jan’16 – Mar’16 Jan-16 7,564 24,271 8.75% 130.70 -4.8% 7.6% 0.7% -1.5%
Feb-16 6,987 27,087 8.75% 127.20 -7.6% 11.6% 0.7% -2.7%
Mar-16 7,738 26,010 8.75% 134.21 10.7% -4.0% 0.7% 5.5%
Overall Return during the Quarter (Jan’16 – Mar’16) -2.6% 15.3% 2.2% 1.1%