With increasing awareness levels, investors have started realizing the superiority of equity over other asset classes and of ideal mutual fund portfolios that route through money market funds over direct equity. But the results have been far from what it could have been.
Long term Average
Range: High - Low
No of Diversified Schemes
399 - 83
2015 - 2004
No of out Performers
337 - 52
2015 - 2006
% of out performers
84.9 - 36.2
2014 - 2008
Return of Nifty %
75.8 - 51.8
2009 - 2008
Avg Return %
82.8 - 53.5
2009 - 2008
30 Best Schemes
115.8 - 40.2
2009 - 2008
Research Benefits %
38.5 - 5.9
2014 - 2016
Scheme Repetition Frequency
Sector Rotation, Size Rotation:
2014 - 15
2015 - 16
2016 - 17
Health Care 75.2
Consumer Staples 0
Consumer Discretionary 53.5
Information Technology -1.5
Consumer Discretionary -4
Consumer Discretionary 28.4
Investment decisions are made by investors for future based on historical data. There is inherent lacunae to it leading to under performance by almost 1/3rd of the schemes on a yearly basis and by almost all over five years.The fund managers need to be tested for their capabilities in terms of superiority and consistency. As each scheme is just an indirect way of taking exposure in stocks, it is always safer to diversify ones investment across fund managers having relative strengths in various components of the markets - size, sector, theme, valuation etc.
As one of the leading fund management companies, we are always committed to reaping better returns on investments for our clients and thereby, offer strategically created ideal mutual fund portfolios to them, wherein several mutual fund portfolio samples in India are put together for helping the clients to build their own portfolios on the basis of financial goals and preferences.
This fund aims at generating superior return over Nifty on a sustainable risk adjusted basis through a robustresearch model which is futuristic in nature even though the reference data are historical. The focus is to identifythe top rated schemes of tomorrow than of the past. It is done with the application of a comprehensive processwherein price action of each scheme is tracked vis-a-vis benchmarks and peers based on rolling NAVs overdifferent time frames. The absolute and relative outperformance (Alpha)is then reviewed against the qualityparameters, like allocation, selection and balance of the scheme and over all portfolio in terms of various marketcomponents.
A comprehensive 3 stage 13 filtration process is applied to arrive at right investment products and advisory.
Superior Return in % terms:
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Know your Portfolio Risk Measures: Your Portfolio quality is higher even if your steadier returns.
Alpha is the excess return of the fund over the benchmark.
Beta is a measure of the risk of the portfolio in comparison to the benchmark. A value of Beta <1 means lower risk than the benchmark while a Beta >1 means the risk is higher than the benchmark.
Annual Tracking Error
Tracking Error is the divergence of the portfolio in comparison to the benchmark. It explains the excess risk in the porfolio as compared to the benchmark. It should be understood along with the Information Ratio.
Information Ratio(IR) explains the risk adjusted performance of the fund against the benchmark. IR is the ratio of portfolio excess returns (against the benchmark) divided by the Tracking Error. IR>1 is very good as it means that the excess return generated was greater than the excess risk vis-a-vis the benchmark.
Maximum Drawdown is the maximum historical loss realized by the portfolio on a Mark to Market (MTM) basis. It indicates the maximum downside risk over a specified time period. A Maximum Drawdown lower than the benchmark indicates a better risk-adjusted portfolio.
Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or
solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past
performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve its
objectives. Any forward-looking information and/or opinions contained in this document are based on the market information
available at the time of publication and are subject to a number of known and unknown risks, uncertainties, assumptions as to future
events and other factors that could cause the actual results to differ materially from those implied by the information set forth herein.
This information is confidential and is intended for only the person or entity to whom it was sent and in no circumstances may this
material be shown, copied, transmitted, or otherwise given to any person other than the authorized recipient. The sector allocations
and holdings shown are based on the strategy's model portfolio. The holdings shown do not represent all of the securities purchased,
sold or recommended for any particular advisory client and in the aggregate may represent only a small percentage of an account's
portfolio holdings. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client
investments and market, economic and individual company considerations. Securities are shown for illustrative purposes only and
are not a solicitation to buy or sell any particular security or invest in a particular sector. Narnolia Velox may act as either a
discretionary investment manager or a non-discretionary model provider in a variety of separately managed accounts. Any
performance information included herein represents the performance achieved by Narnolia Velox as a discretionary investment
manager with trade implementation responsibility for accounts included in a performance.
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