Before we write a few words on Vivekam’s performance for the month of August 2014, we are delighted to inform all our clients that Vivekam has signed an agreement with the leading stockbroker “ShareKhan” to provide services to all their clients across India through their platform. With this arrangement, investors across the country will have access to the capabilities of Vivekam in shaping up their investments and witnessing growth in their portfolios.
Another month has rolled by in the year 2014 and it is time for Vivekam to assess the relative strength of its products vis-a-vis the best diversified mutual funds in the country. Yet again, as has become the practice, Vivekam stood very tall among all comparable mutual funds by clearly leading in performance. Only two mutual funds out of a total of 20 have managed to clock a performance of 50% plus. Franklin India High Growth fund could have managed to give a return of 70.29% to the investors, if all our investors had invested all their amounts in this fund at respective NAV values on the dates of their investment.
Mutual fund & Scheme |
Returns |
Birla SL Dividend Yield Plus(G) |
43.44% |
Birla SL Equity Fund(G) |
49.34% |
DSPBR Equity Fund-Reg(G) |
47.09% |
Franklin India Flexi Cap Fund(G) |
47.82% |
Franklin India High Growth Cos Fund(G) |
70.29% |
Franklin India Prima Plus Fund(G) |
46.74% |
HDFC Equity Fund(G) |
51.32% |
HDFC Growth Fund(G) |
39.44% |
HDFC Large Cap Fund-Reg(G) |
30.62% |
ICICI Pru Dynamic Plan-Reg(G) |
40.18% |
Kotak Opportunities Fund(G) |
42.61% |
L&T India Spl.Situations Fund(G) |
42.82% |
Reliance Equity Opportunities Fund(G) |
47.51% |
Reliance Growth Fund(G) |
42.55% |
Reliance Reg Savings Fund-Equity Plan(G) |
39.98% |
Reliance Top 200 Fund(G) |
46.74% |
Reliance Vision Fund(G) |
49.01% |
SBI Contra Fund-Reg(G) |
41.99% |
SBI Magnum Multiplier Plus’93-Reg(G) |
49.83% |
Templeton India Equity Income Fund(G) |
41.17% |
|
|
Nifty |
34.53% |
|
|
Vivekam Products |
78.64% |
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Vivekam’s products have earned a return of 78.64% clearly demonstrating the power of scientific investment process to address the needs of retail investors of any size. Vivekam is very glad to admit that it has clients investing as low as Rs. 5000 per month to Rs 1,00,000 per month using our SMILES Growth product. We also have clients who invested more than Rs. 60 million (six crores of rupees), Rs. 20 million (two crores of rupees). Yet, Vivekam’s products could carefully address the requirements of clients of all sizes with utmost care and timely advises to ensure a higher return on their investments.
To be fair in comparison, Vivekam moved away from checking point to point returns which would render the whole exercise meaningless since people would invest their money at their convenience and at different times. Therefore it is imperative that a well-defined process should be able to consistently outperform all its peers to be termed as superior. Even if the process does not succeed in beating all of them, so long as it occupies one of the top three positions, it can be deemed as reliable and consistent alternative than taking chances by investing in a fund that has managed to show a better performance on point-to-point basis.
Given this backdrop, Vivekam has beaten all the diversified mutual funds in the country for the eighth month in succession and remains a very strong contender to be reckoned by all enlightened investors. Being able to offer a wide range of investment strategies, Vivekam has a solution, ready-made, for most common needs of any investor. With highly transparent mechanism and a daily update on the status of any client’s portfolio provided with a mouse click, investment process can hardly be better organised than with Vivekam’s products (investment strategies).
Voices from several satisfied customers of Vivekam has been helping Vivekam increase the clients tally by every passing month. Assets being advised (ABA) has grown in size along with number of clients opting for different strategies to suit their specific needs. We are happy that we could help bring smiles on several hundreds of families across the country and overseas with our investment strategies.
Welcom Wisdom. Welcome Vivekam.