Portfolio Analysis (5 Yr.)
Portfolio ID: 1924
Period: Tuesday, 01 Jan., 2013 - Friday, 29 Dec., 2017
Total Stock: 10
Summary
| NIFTY Return: | 12.1% # | (Yearly compunding) |
| APS Return: | 19.35% | (Yearly compunding) |
| MUF Benefit*: | 2.41% | (Yearly compunding) |
| Net APS Return: | 21.76% | (including MUF benefit) |
| Dynamic APS Return: | 39.80% | (Assuming 80% MUF achived**) |
| Portfolio Initial Value: | ₹1000000.00 | (on Tuesday, 01 Jan., 2013) |
| Portfolio Final Value(APS): | ₹2542498.00 | (on Friday, 29 Dec., 2017) |
| Portfolio Final Value(Dynamic APS): | ₹3865218.00 | (on Friday, 29 Dec., 2017) |
# Moved from 5950.85 To 10530.7 during the last 5 Years period of analysis* In APS model money utilized only for MUF (Money Utlization Factor) percent of time and for rest of the period it was parked in saving account. We assumed money was accruing 4.0% interest during that period of time**Investors can improve MUF by dynamically switching the stocks in portfolio. Our Auto Suggestion feature helps in achieving the same
Timeline Graph
Details
| Stock | Regular(%) | APS(%) | MUF(%) | Sector | SAFE Group | Remark |
| Cholamandalam Investment & Finance Co. Ltd. | 380.55 | 453.76 | 85 | Finance | A | Details |
| GIC Housing Finance Ltd | 0.00 | 0.00 | 0 | Finance | A | Details |
| Tata Investment Corp Ltd | 692.10 | 357.32 | 67 | Finance | A | Details |
| Unknown | 0.00 | 0.00 | 0 | Obsolete | | Details |
| Unknown | 0.00 | 0.00 | 0 | Obsolete | | Details |
| Zydus Wellness Ltd | 31.47 | 28.44 | 41 | FMCG | C | Details |
| Hathway Cables and Datacom Ltd | 0.00 | 0.00 | 0 | Information Technology | D | Details |
| Vedanta Ltd | 157.85 | 355.28 | 62 | Metal,Metal Products & Mining | E | Details |
| Aurobindo Pharma Ltd | 49.37 | 114.62 | 68 | Healthcare | F | Details |
| India Cements Ltd | 109.30 | 112.48 | 71 | Housing Related | G | Details |