MONKEY PORTFOLIO PERFORMANCE MEASUREMENT

MONKEY PORTFOLIO PERFORMANCE MEASUREMENT

For period ended 30.9.22

Portfolio return = -2.1%

Sensex return = -2.7%

Portfolio value = Rs. 4.96 lacs

MONKEY PORTFOLIO TO RELAX

MONKEY PORTFOLIO of 5 LAKH on 23.8.22 consists of 15 components which are; TCS 13Shares, HDFCBANK 28 Shares, HNDUNILEVER 15 Shares, ASIANPAINTS 12 Shares, NESTLE 2 Shares, POWERGRID 130 Shares, PIDILITE 11 Shares, SBICARDS 28 Shares, BRITANNIA 8 Shares, COLGATE 16 Shares, ICICISECURITIES 50 Shares, NIPPON INDIA PHARMA FUND 107.76 Units, TATA DIGITAL INDIA FUND 929.37 Units, MOTILAL OSWAL NASDAQ 100 FOF 2290.43 Units, SBI GOLD FUND 1923.08 Units; Number of securities in monkey portfolio 15, Allocation approximately equal, Portfolio CAGR for 1, 3, 5 Years ending on 23.8.22 is (-) 3.8%, 17.5%, 16.6% respectively. NIFTY CAGR for 1, 3, 5 Years 5.2%, 16.8%, 12.3% respectively. Monkey Portfolio is to sit, relax and sleep well yet score well. Read disclaimer.