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Portfolio Analysis (5 Yr.)

Portfolio ID: 1924
Period: Tuesday, 01 Jan., 2013 - Friday, 29 Dec., 2017
Total Stock: 10

 Summary 
Regular*APS**Dynamic APS***
Net Return:146.28%157.86%422.31%
Annualized Return:19.75%20.86%39.18%
Positive Experience:6/106/10N/A
Money Utilization Factor:100%(60 months)43.48%(~26 months)80%(~48 months)
Total Trade:-22N/A

*Investor had created diversified portfolio 5 Years years ago and never traded further
**Investor apart from creating diversified portfolio also reviewed periodically with help of Active Portfolio Service recommendations
***Investor used Auto Mode feature provided by Active Portfolio Service (assumed 80% utilization of money)

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bar chart
NIFTY Return:12.1% #(Yearly compunding)
APS Return:20.86%(Yearly compunding)
MUF Benefit*:2.26%(Yearly compunding)
Net APS Return:23.12% (including MUF benefit)
Dynamic APS Return:39.18% (Assuming 80% MUF achived**)
Portfolio Initial Value:₹1000000.00 (on Tuesday, 01 Jan., 2013)
Portfolio Final Value(APS):₹2691690.00(on Friday, 29 Dec., 2017)
Portfolio Final Value(Dynamic APS):₹3904916.00(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
Pic

 Details
StockRegular(%)APS(%)MUF(%)SectorSAFE GroupRemark
Cholamandalam Investment & Finance Co. Ltd.509.80476.5587FinanceA

Details

GIC Housing Finance Ltd228.92209.4867FinanceA

Details

Tata Investment Corp Ltd83.62118.5076FinanceA

Details

 0.000.000  

Details

 0.000.000  

Details

 0.000.000  

Details

 0.000.000  

Details

Vedanta Ltd44.38203.3875Metal,Metal Products & MiningE

Details

Aurobindo Pharma Ltd547.07417.9568HealthcareF

Details

India Cements Ltd49.04152.7858Housing RelatedG

Details








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