| Date | 8-Feb-11 | 31-Mar-11 | Return% |
| Nifty | 5345 | 5834 | +9.15 |
| Nifty Junior | 10525 | 11279 | +7.16 |
| Average | +8.16 | ||
| My Portfolio | 100 | 105.92 | +5.92 |
Benchmark for My Portfolio is Average return of Nifty and Nifty Junior.
My portfolio has delivered positive return of 5.92% during this period but comparing it with its benchmark there is under performance by -27.45%.(5.92-8.16)*100/8.16
My target is to give out performance by +100% over a period of time.It is advisable not to get confuse with return % and out performance %.
Negative out performance % does not suggest there is loss. It is to be seen in relation with its benchmark to measure efficiency of Portfolio Manager.
Happy Investing.....
No comments:
Post a Comment