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Mid Year Assessment & Overwhelming Performance by Vivekam! 
Six months into the year 2014, it is time to take stock of the situation and compare the performance of Vivekam’s products with leading diversified mutual funds in the country and benchmark index nifty. It is heartening to note that Vivekam was able to outperform benchmark index nifty by a wide margin in all the six months as shown below. The period under coverage starts from as early as August 2011 to the end of Jan , Feb and so on until June 30th 2014.
Vivekam vs. Nifty Performance (Effective Avg return as on June 30th)
|
Period |
Nifty Performance |
Vivekam Performance |
Vivekam Out performance |
|
Jan |
11.15% |
27.89% |
60.02% |
|
Feb |
10.40% |
23.96% |
56.59% |
|
Mar |
18.38% |
35.68% |
48.49% |
|
Apr |
19.18% |
39.06% |
50.89% |
|
May |
43.93% |
90.95% |
51.70% |
|
Jun |
33.04% |
80.48% |
58.95% |
The period under coverage started from as early as August 2011 to the end of jan , Feb and so on until end of June 2014.The outperformance of Vivekam over index was to the tune of 60% at the end of January followed by 56.59%, 48.49%, 50.89%, 51.70% and 58.95% in the next five months clearly proving the efficacy of process driven portfolio over the benchmark nifty. It is important to notice that majority of the mutual funds in the country failed to match even the nifty performance.
Mutual funds are supposed to be managed by an expert and are expected to outperform the index. In this context it is imperative that Vivekam’s products performance should also be comparable to that of the country’s best mutual funds or be able to beat them to claim a credit for its process driven platform. As always, Vivekam assumed that all investors being advised by Vivekam have invested their money at respective NAVs of mutual funds on the days they actually invested in market. We compared the value of the investment in those mutual funds at the end of every month in 2014 up till 30th June.
Top Performers among mutual funds
-
ICICI Prudential dynamic plan for three months,
-
SBI Magnum multiplier for one month and
-
Birla Sun Life equity fund for two months.
These funds have managed to outperform the benchmark nifty with a reasonable margin and stood tall among their peers. The outperformance of the best mutual fund in January was at 51.33% over nifty and in consecutive months stood at 47.8%, 32.84%, 35.94%, 37.67% and 46.57% respectively. Whoever be the winner among mutual funds, the returns shown by respective mutual funds in those months was always below the return enjoyed by investors using Vivekam’s products.
Top Funds Vs Nifty (Effective Avg return as on June 30th)
|
Period |
Top Fund |
Fund Performance |
Nifty Performance |
Fund Out performance |
|
Jan |
ICICI Pru Dynamic Plan-Reg(G) |
22.91% |
11.15% |
51.33% |
|
Feb |
SBI Magnum Multiplier Plus’93-Reg(G) |
19.93% |
10.40% |
47.80% |
|
Mar |
ICICI Pru Dynamic Plan-Reg(G) |
27.37% |
18.38% |
32.84% |
|
Apr |
ICICI Pru Dynamic Plan-Reg(G) |
29.95% |
19.18% |
35.94% |
|
May |
Birla SL Equity Fund(G) |
70.49% |
43.93% |
37.67% |
|
Jun |
Birla SL Equity Fund(G) |
61.83% |
33.04% |
46.57% |
Our accolades 
Whoever be the winner among mutual funds, the returns shown by respective mutual funds in those months was always below the return enjoyed by investors using Vivekam’s products. When we compared the performance of Vivekam’s products with that of a mutual fund that was the leader for a given month, the outperformance of Vivekam’s products over the leading mutual funds stood at 17.85%, 16.84%, 23.30%, 23.33%, 22.50% and 23.17% respectively for the first six months in the year 2014.
Top Funds Vs Vivekam (Effective Avg return as on June 30th)
|
Period |
Top Fund |
Fund Performance |
Vivekam Performance |
Vivekam Out performance |
|
Jan |
ICICI Pru Dynamic Plan-Reg(G) |
22.91% |
27.89% |
17.84% |
|
Feb |
SBI Magnum Multiplier Plus’93-Reg(G) |
19.93% |
23.96% |
16.83% |
|
Mar |
ICICI Pru Dynamic Plan-Reg(G) |
27.37% |
35.68% |
23.30% |
|
Apr |
ICICI Pru Dynamic Plan-Reg(G) |
29.95% |
39.06% |
23.33% |
|
May |
Birla SL Equity Fund(G) |
70.49% |
90.95% |
22.50% |
|
Jun |
Birla SL Equity Fund(G) |
61.83% |
80.48% |
23.17% |
Such a resounding success a stretch of six months has not been achieved without any impeccable model of spotting the undervalued growth stocks at all times and determining the target prices for those stocks.
Vivekam’s spots service lists the most undervalued growth stocks on all days for the benefit of its clients. In the first six months of 2014 there were a total of 122 trading days. It implies that Vivekam must have given out recommendations for all the days it a rate of 10 stocks per day or 1220 stocks in all. We tracked the peak price appreciation in all these stocks before 30th June and compared the same with the differential between index on the recommendation date and the peak before 30th June. We are delighted to share the news that an overwhelming 1020 times Vivekam managed to beat the peak performance of nifty. It means 83.61% times Vivekam’s choices have managed to outperform nifty and thus helped all its investors earned a superior return compared to any other alternative mode of investments.
Performance of Vivekam (SPOTS) recommendations 
|
Performance of recommendations |
||||
|
Date |
Month |
Total picks |
Beaten Nifty |
% Success |
|
Jan-14 |
1 |
230 |
170 |
73.91% |
|
Feb-14 |
2 |
190 |
168 |
88.42% |
|
Mar-14 |
3 |
210 |
176 |
83.81% |
|
Apr-14 |
4 |
180 |
135 |
75.00% |
|
May-14 |
5 |
210 |
181 |
86.19% |
|
Jun-14 |
6 |
200 |
190 |
95.00% |
|
|
|
|||
|
Total |
1220 |
1020 |
83.61% |
|
While it is gratifying to note that our products have performed as planned, we shall not become complacent with our achievement. We look forward to being top investment advisers empowering customers by delivering real value to them — with a vision, dedication and passion. At Vivekam the efforts to develop, define and redefine the strategies is a continuous process to help our clients be the most informed and empowered investors.
Happy Investing!
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