Monday, June 28, 2010

Primal Value Fund: My portfolio tracked as a fund

After nearly ten years in the markets, I started tracking my portfolio as a fund this February. The idea was that if I was not making better returns than the index then it is better to invest in index funds and concentrate on other things in life. I started with a NAV of Rs. 10.

The objective of the fund is to outperform the Sensex on a long (3 years plus) term with securities chosen primarily with a focus towards value and mid and small cap. The idea is to have a concentrated portfolio of between 5-12 stocks at any given point in time with a investment horizon of an average of 3 years.

So far, as you can see from the chart, the Primal Value Fund has managed to outperform the Sensex. Sensex return has been 10.04% and the funds return has been 15.54%. So far so good. I will try and update the performance on a quarterly or half yearly basis.

Also providing the current portfolio and percentage allocation.

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