PMS NTDOP Portfolio and Performance as on 31st Oct 2016
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This document provides performance data and details of the Motilal Oswal PMS NTDOP Strategy portfolio as of October 31, 2016. Over various periods from 1 month to 5 years, the strategy has outperformed benchmarks like Nifty Free Float and Midcap 100. The top holdings in the portfolio are Bajaj Finance, Hindustan Petroleum Corporation, and Page Industries. The portfolio has a heavy allocation to sectors like Banking & Finance, Oil and Gas, and FMCG. Examples of past investments that have grown substantially over time are also given.
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SBI Magnum Multicap Fund provides investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. To learn more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
Morning tea 19 05-2016
Choicebroking: #Morningtea: Wall Street sold off on Tuesday as investors boosted their bets on the Federal Reserve raising rates later this year, while Home Depot dragged on indexes following its quarterly report.
SBI Magnum Global Fund: An Open Ended Growth Scheme - Jan 2016
SBI Magnum Global Fund is an open ended equity scheme and is best suited for investors who are looking for long term investment. This fund makes Investments in Indian equities, PCDs and FCDs from selected industries with high growth potential to provide investors maximum growth opportunity. To know more about the fund check our website page https://www.sbimf.com/Products/EquitySchemes/Magnum_Global_Fund.aspx
Morning tea 05 07-2016
UltraTech Cement acquired Jaypee Group's cement assets for Rs 16,189 crore. The deal gives UltraTech a total cement capacity of 17.2 MTPA across several states. In addition, UltraTech will pay Rs 470 crore more to complete a pending 4 MTPA cement grinding unit. Bajaj Auto reported a 4% decline in total sales in June to 3,16,969 units due to lower motorcycle and export sales. Technical indicators show the stock may decline further. The market is expected to be range-bound on weak global cues, but all eyes will be on the upcoming cabinet reshuffle in India.
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The trading strategy incorporates fundamental and technical analysis to determine optimal entry and exit points for selling options premium on futures indexes. The strategy aims for monthly returns of 0.5-1% with an annualized return target of 6-8% and has achieved an annualized return of 6.56% since 2010 with monthly volatility of 3.39%. Downside risks have included a maximum drawdown of 15.11% from September to October 2014.
Nifty Snapshot and Derivative Research on Indian Stock Market. Narnolia Secur...
Nifty Snapshot and Derivative Research on Indian Stock Market. Narnolia Secur...NARNOLIA SECURITIES LIMITED
The document is a market diary that provides an overview of the performance of key stock market indices in India and globally on 28th January 2014. It notes that indices such as the Sensex, Nifty, Dow, NASDAQ and FTSE declined by 0.4-2.6% on the day. It also provides data on FII flows for the day as well as the trading volumes and performance of various commodities.Similar to PMS NTDOP Portfolio and Performance as on 31st Oct 2016 (20)
PMS IOP Portfolio and Performance as on 31st Oct 2016
PMS IOP Portfolio and Performance as on 31st Oct 2016
SBI Magnum Equity Fund: An Equity Mutual Fund - Apr 2016
SBI Magnum Equity Fund: An Equity Mutual Fund - Apr 2016
SBI Magnum Equity Fund: An Equity Mutual Fund - Jul 2016
SBI Magnum Equity Fund: An Equity Mutual Fund - Jul 2016
SBI Magnum Equity Fund: An Open-ended Equity Scheme - March 17
SBI Magnum Equity Fund: An Open-ended Equity Scheme - March 17
SBI Magnum Equity Fund: An Open-ended Equity Scheme - May 17
SBI Magnum Equity Fund: An Open-ended Equity Scheme - May 17
SBI Magnum Equity Fund: An Open-ended Equity Scheme - Jan 17
SBI Magnum Equity Fund: An Open-ended Equity Scheme - Jan 17
SBI Magnum Equity Fund: An Open Ended Growth Scheme - Feb 2016
SBI Magnum Equity Fund: An Open Ended Growth Scheme - Feb 2016
SBI Magnum Equity Fund: An Open Ended Growth Scheme - Jan 2016
SBI Magnum Equity Fund: An Open Ended Growth Scheme - Jan 2016
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - May 17
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - May 17
SBI Short Term Debt Fund : An Open Ended Debt Fund - Aug 2016
SBI Short Term Debt Fund : An Open Ended Debt Fund - Aug 2016
SBI Magnum Equity Fund: An Open Ended Growth Scheme - Dec 2015
SBI Magnum Equity Fund: An Open Ended Growth Scheme - Dec 2015
SBI Emerging Businesses Fund: An Open-ended Equity Fund - Jan 17
SBI Emerging Businesses Fund: An Open-ended Equity Fund - Jan 17
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - Jan 16
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - Jan 16
SBI Magnum Global Fund: An Open Ended Growth Scheme - Jan 2016
SBI Magnum Global Fund: An Open Ended Growth Scheme - Jan 2016
Nifty Snapshot and Derivative Research on Indian Stock Market. Narnolia Secur...
Nifty Snapshot and Derivative Research on Indian Stock Market. Narnolia Secur...
PMS NTDOP Portfolio and Performance as on 31st Oct 2016
- 1. Period NTDOP Strategy Nifty Free Float Midcap 100 1 Month 3.08 3.24 3 Months 5.76 7.71 6 Months 31.77 20.59 1 Year 30.93 20.20 2 Year 32.62 16.84 3 Year 44.16 28.93 4 Year 36.32 19.97 5 Year 34.00 17.06 Since Inception (5th Dec 2007) 19.41 7.34 Market Rate as on 31-Oct-16 Page Industries Dec-07 456.37 16,436.05 3501.5% Eicher Motors Aug-10 1173.60 24,016.95 1946.4% Bajaj Finance Aug-10 62.53 1,080.40 1627.5% Bosch Dec-07 4863.98 21,876.20 349.8% Emami Oct-12 292.28 1,203.80 311.9% GlaxoSmithkline Consumer Healthcare Feb-11 2104.62 6,058.10 187.8% Scrip Names % Holdings Sectors % Allocation Bajaj Finance 15.86 Banking & Finance 32.53 Hindustan Petroleum Corporation 14.56 Oil and Gas 16.61 Page Industries 7.84 FMCG 15.37 Eicher Motors 6.49 Auto & Auto Ancillaries 14.67 Voltas 6.22 Diversified 6.22 Bosch 6.07 Pharmaceuticals 4.80 Max Financial Services 5.93 Engineering & Electricals 4.39 Kotak Mahindra Bank 5.30 Infotech 2.82 City Union Bank 4.20 Logistic Services 1.70 Cummins India 3.25 Cash 0.89 Emami 3.20 L&T Technology Services 2.82 GlaxoSmithkline Consumer Healthcare 2.54 Ipca Lab 2.45 Alkem 2.35 Bharat Forge 2.11 Aegis Logistics 2.05 Colgate-Palmolive (India) 1.78 Container Corporation Of India 1.70 J&K Bank 1.24 Engineers India 1.14 Portfolio Sectoral Allocation Investments in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. These stocks are a part of the existing PMS strategy as on 31st Oct 2016. These Stocks may or may not be bought for new clients. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. The strategy may or may not have any present or future holdings in these stocks. The companies mentioned above are only for the purpose of explaining the concept and should not be construed as recommendations from MOAMC. Based as per the closing market prices on 31st Oct 2016. Name of the PMS Strategy does not in any manner indicate its future prospects and returns. Motilal Oswal PMS NTDOP Strategy Performance (Point to Point) Data as on 31st Oct 2016. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns above 1 year are compounded annualized. All figures in percentages. Stock Purchase Date Adjusted Purchase Price % Growth