Date: 3 Mar 2017
3635 Rodriguez Extensions,
In the last quarter, your total portfolio has grown. The net worth has increased by 5.2% to Rs. 85.38 Cr at the end of 3 Mar 2017. You are also up 15.8% for the year.
Similar investors at our bank has given a return of 8.3%. Crisil Composite Bond Fund Index has given a return of 5.4%. NIFTY has given a return of 2.0%. Your portfolio has given a return of 15.8%, i.e. on par with or better than Similar investors at our bank, Crisil Composite Bond Fund Index and NIFTY.
Your equity investments (99% of total portfolio) are mostly in large cap growth oriented funds. Your portfolio is dominated largely by Canara Robeco Treasury Advantage Fund - Institutional Plan- Growth option, UTI - Treasury Advantage Fund - Institutional-Growth and HSBC MIP - Savings - Growth.
Your fixed income investments (1% of total portfolio) are mostly in intermediate term funds. This is driven by your investments in HDFC MF Monthly Income Plan-Short Term Plan-Growth Option.
Chart units are .
The average cash balance in your savings account has increased by Rs. 4.38 K every month — about 15% of your balance. You have been saving well. May I suggest you start a new SIP of Rs. 4.00 K in Birla Sun Life Pure Value Fund - Growth Option which grew at 102.3% last year.
I'll be happy to discuss your portfolio in detail and answer any queries you may have. You may call me on +65 12345678 or write to me at firstname.lastname@example.org.
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