Investment Performance- September 2017


Investment Performance-September 2017

September 2017 was a time when markets took a small pause. All indices took a small hit over the values of end-A

ugust 2017, and were even more down compared with end-July 2017. Midcaps and small caps till better than large caps.

Accordingly, my investment performance also suffered, though I still managed to eke out a postive return for the month. This is primarily due to the higher contribution of midcap and small cap stocks in my portfolio.

The SBI Small and Midcap Fund was the standout for the month, rising more than 5% in a month. So was the Centrum PMS. Both of these did better than my own investments. Centrum PMS came back to life after a nice break. The Motilal Oswal PMS continues to languish. September was also not a good month for the HDFC Top 200 fund.

Here is a graphical representation of the above. As time goes on, clearly, the men are getting separated from the boys.

Investment Performance
Graphical Representation of the investment performance compared to several benchmarks.

And for those who prefer numbers, here is the same data  in numerical format.

Investment and Trading Performance
Comparison of investment and trading performance of my portfolio and trading activity relative to various benchmarks