Yestearday on 5th May 2008 was the 1st Anniversary of my First Investment.
My first Investment was with Mumma's Rs.2 Lacs on 5th May 2007.
I have invested those money into 7 Mutual funds.
All the Mutual funds were Equity Diversified and 4 or 5 star rated according to Dhirendra Kumar's www.valueresearchonline.com
The value of Investment is Rs. 2.36 Lacs (2,36,000) on 5th May 2008.
And that is 18 % Annual Return.
I m really satisfied with this return.
i m expecting anywhere between 15 to 20 % Compounded Annual Return from the Indian Equity Market for next Half Centuary.
Last year was full of Stock Market Ups and Down. The Jan to March 2008 was the Worst Quarter of the last decade of the Indian Stock Market.
Eventhough Equity has given me 18% Handsome Annual Return.
i have Invested in following 7 funds.
1) DSPML Opportunities - 4star as on 5th may 2007
2) Franklin India Prima Plus - 4star
3) HDFC Equity - 5 star
4) Reliance Growth - 5-star
5) Sundaram BNP Paribas Select Midcap - 5-star
6) Reliance Vision - 5 star
7) SBI Magnum Global - 5star
above is the star rating when i have first time invested.
but out of these Reliance Vision has lost 2 stars in last year and now it is only 3 star rated.so i m worry about this fund. i need to move my Investment from this fund to any other Largecap 4/5 star rated fund.
SBI Magnum Global has loose 1 star and now it is 4 star.
HDFC Equity has also loose 1 star and now it is 4 star.
Reliance Growth and Sundaram Midcap r outperfoermers and have 5 stars.
But afterall Combined Annual Return from My Portfolio is 18% and that is quiet satisfactorily according to current market situations.
When Sensex was at Top most level... the value of my Investment was Rs. 3.10 Lacs and that was 50% whooping gain before january.
but after 22nd January mega market crash My Portfolio value goes down
My Portfolio has to pass from tuff time.
But Having a Investment Time Horizon of 50 Years , i m not afraiding of stock market daily ups and downs.
so here completes the 1st Anniversary of My 1st Investment.
Now 49 Years Remaining....
Thank u Fund Managers of My funds.... For protecting my Money from Stock Market Heavy loses.
My first Investment was with Mumma's Rs.2 Lacs on 5th May 2007.
I have invested those money into 7 Mutual funds.
All the Mutual funds were Equity Diversified and 4 or 5 star rated according to Dhirendra Kumar's www.valueresearchonline.com
The value of Investment is Rs. 2.36 Lacs (2,36,000) on 5th May 2008.
And that is 18 % Annual Return.
I m really satisfied with this return.
i m expecting anywhere between 15 to 20 % Compounded Annual Return from the Indian Equity Market for next Half Centuary.
Last year was full of Stock Market Ups and Down. The Jan to March 2008 was the Worst Quarter of the last decade of the Indian Stock Market.
Eventhough Equity has given me 18% Handsome Annual Return.
i have Invested in following 7 funds.
1) DSPML Opportunities - 4star as on 5th may 2007
2) Franklin India Prima Plus - 4star
3) HDFC Equity - 5 star
4) Reliance Growth - 5-star
5) Sundaram BNP Paribas Select Midcap - 5-star
6) Reliance Vision - 5 star
7) SBI Magnum Global - 5star
above is the star rating when i have first time invested.
but out of these Reliance Vision has lost 2 stars in last year and now it is only 3 star rated.so i m worry about this fund. i need to move my Investment from this fund to any other Largecap 4/5 star rated fund.
SBI Magnum Global has loose 1 star and now it is 4 star.
HDFC Equity has also loose 1 star and now it is 4 star.
Reliance Growth and Sundaram Midcap r outperfoermers and have 5 stars.
But afterall Combined Annual Return from My Portfolio is 18% and that is quiet satisfactorily according to current market situations.
When Sensex was at Top most level... the value of my Investment was Rs. 3.10 Lacs and that was 50% whooping gain before january.
but after 22nd January mega market crash My Portfolio value goes down
My Portfolio has to pass from tuff time.
But Having a Investment Time Horizon of 50 Years , i m not afraiding of stock market daily ups and downs.
so here completes the 1st Anniversary of My 1st Investment.
Now 49 Years Remaining....
Thank u Fund Managers of My funds.... For protecting my Money from Stock Market Heavy loses.
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