After the blowout outperformance in May 2014, my portfolio performance in June 2014 was somewhat muted, relatively speaking.
Here is a graph of my portfolio performance:
Here is a table of returns:
|Returns||My Portfolio||Kotak Classic||SBI Midcap||Nifty|
|Last 3 Months||35%||17%||20%||18%|
|Since Nov, 2013||66%||27%||48%||23%|
As you can see in the table above, my portfolio outperformed the Nifty by 4% last month. Over the last 8 months, this outperformance has been a whopping 43%. However, it has been the time for Small Caps and Midcaps. And my porfolio consists largely of such small caps and midcaps. Compared to the SBI Midcap Fund, my porfolio performance is not as phenomenal. In the last month, the performance has been in line. And the BSE Small Cap Index has actually eclipsed my portfolio, though not by more than 0.5% over 8 months.
What went up? Ajanta Pharma and R.S. Software, both stocks accumulated in the last 3 months. Clariant, another favorite of mine. Muthoot Capital Services, Balkrishna Tyres, Bharat Forge, IRB Infra and Mayur Uniquoters. In short, a bunch of Midcap and Small Cap stocks.