Quadratic. FINANCIAL SERVICES PVT. LTD. Advisors with a Heart Advice from the mind. QFundamental Mutual Fund

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Henry Evans
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1 Volume 2 # 9 From Ram s Desk QFundamental Mutual Fund NewsLetter March is generally a month of contradictions. Normally this month is a bearish month though this year just may be different. The whole post budget scenario is fairly positive though uncertain. Our thought is it would be a volatile month with the markets swinging both ways. The growth construct is as follows: Inflation still remains the big worry with Oil above 100US$ / bbl Interest rates are high and higher than this means negative growth pressures on corporates Food / agro / metals prices are still very high by average standards which also means higher inflation GDP still remains high at 8.5% though the general view is that GDP will moderate if inflation is high FII inflows are still muted and expected to remain so for the next quarter Political stability is now no more a worry for now GST is a huge positive & will add 1.5% to GDP in 2012 Improvement in the demand scenario is expected but it would be moderate if prices remain high Real estate prices have started stagnating and time would reveal if the prices will fall or still rise Infra sector got a huge boost in the budget and we believe the sector will move big time in 2012 Agriculture is doing well and rains will decide the coming months trend here The new foreigner being allowed to invest in Indian MF's is a good measure to reduce the funding gap and allow a new asset class of investors to invest Retail policy is expected in this year and that will be a necessity to reduce agro prices and inflation Finally the banks will learn to lower their NIM's and reduce the dependence on loans and increase efficiency of lending rather than mechanism of lending Indian equity markets are an antithesis to US markets and US markets have become overbought due to some good figures of employment and retail sales in homes but the overall gloom is still present and will come back to haunt after a few months. Funds which have moved from EM's to Developed markets will again move back and EM's after August will move big time and our target of will be reached. We advice our investors to book profits regularly at intervals to ensure that liquidity is never an issue. Cash is king is again going to be apparent once the bad news starts trickling in. In India 4-5 states are going to state elections and that is normally not a good thing for the Central govt. and definitely for the equity markets. Hence, Volatility is here to stay for the rest of the year. A good time play in large caps and quality stocks for a goal post strategy. We believe the sectors like Cement, Steel, commodities, Pharma and Infra will be gainers. IT, Textiles, logistics and Hotels may be losers. K.V.Ramaswamy Director Safety=Asset allocation Liquidity=Time horizon Your Asset Allocation Inside this Issue Fund Picks 2 Graph of Patience Return=Profit booking v/s 2011 Unit 1/3, 3rd Floor, Chandroday Society, C.S.T Road, Opp. Swastik Chambers, Near Chaggan Mitha Petrol Pump, Chembur, mumbai quadraticfin@vsnl.net Tel. (022) Regd. Off : A-14, Rohit Apts., 4th Floor, 3rd Cross Lane, Lokhandwala Complex, Andheri (West), Mumbai

2 Fund Picks Financial Services Pvt. Ltd Equity Fund Picks Sr. No. Scheme Name Cur. NAV Date Corpus in Cr Since 1YR 28/02/10 Annualised Return In Percentage 2YRS 28/02/09 3YRS 28/02/08 4YRS 28/02/07 5YRS 28/02/06 1 Reliance Diversified Power Sector (G) 66 29/03/ Reliance Regular Savings Fund 28 10/06/ ICICI Pru Infrastructure Fund - (G) 28 18/07/ DSP BR Top 100 Equity Fund (G) 95 10/02/ HDFC Top 200 Fund (G) /08/ Sundaram CAPEX Oppor. (G) 21 10/08/ Templeton India Growth Fund (G) /09/ Sundaram Select Midcap (G) /07/ Sundaram Select Focus - (G) 83 24/06/ IDFC Premier Equity (G) 29 26/09/ Div. Declared /Date Rs.2.5/- p.u 31/03/10 Rs.2.15/- p.u 31/03/10 Rs.1/- p.u 30/10/09 Rs.2/- p.u 27/07/09 Rs.3/- p.u 03/05/09 Rs.2.5/- p.u 5/03/10 Rs.3/- p.u 18/12/09 N.A Rs.2/- p.u 26/03/10 N.A Aggressive Conservative Moderately Aggressive Note: p.u = per unit Debt / Hybrid Fund Picks Sr. No. Scheme Name Cur. NAV Date Corpus in Cr Since CAGR 1Month 3 Months 6 Months 1 Year 2 Years 1 Templeton India ST Income(G) 1934 Jan HDFC MIP-STP(G) 3 Reliance MIP(G) 4 Templeton MIP(G) 17 Dec Dec Feb Scheme Option Current NAV Target 1yr Upside % DSP BR Top 100 Equity Fund HDFC Top 200 Fund Growth % Growth % Templeton India Growth Fund (G) Growth % NSE Nifty F&O NSE (cr.) Average 100 Midcap CNX 100 Inflation (%) P/E (x) Crude Per bbl Gold / oz (US$) FII inflows (Jan 11) (Rs cr) (3,755) Re/US$ 10 Year Gilt Forex Reserves Call Rate GDP (%) Crude Trend Neutral 2 QFundamental

& RVF = Reliance Vision Fund Total Invested SIP Period Current Value (Rs) Appreciation (Rs) 1,82,000/- Approx. 14 Yrs 26,46,818 24,64,818 1,82,000/- Approx.

3 Graph of Patience Financial Services Pvt. Ltd Graph of Patience SIP RGF & RVF v/s SIP Sensex & 100 as on 28 Feb, ,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000, ,000 - RGF RVF Product 100 Sensex RGF = Reliance Growth Fund & RVF = Reliance Vision Fund Total Invested SIP Period Current Value (Rs) Appreciation (Rs) 1,82,000/- Approx. 14 Yrs 26,46,818 24,64,818 1,82,000/- Approx. 14 Yrs 18,28,331 16,46,331 1,82,000/- Approx. 14 Yrs 6,71,245 4,89,245 1,82,000/- Approx. 14 Yrs 6,20,485 4,38,485 The most sensible decision is to invest in SIP / STP for a Safe and consistent Return but Time Horizon is over 3-5 years. Appreciation ( % ) , 28/02/2011 6,71,245 RGF, 28/02/ ,46,818 RVF, 28/02/ ,28,331 Sensex, 28/02/2011 6,20,485 08/12/ /09/ /06/ /03/ /12/ /09/ /06/ /03/ /01/ /10/ /07/ /04/ /01/ /10/ /07/ /04/ /01/ /10/ /7/ /04/ /01/2011 SIP Installment = Rs 1000/- per month. All returns are CAGR Basis p.a 17% Q: What will be the Gold Price in US$ on ? 1) ) ) 1500 Send Answer Before 21st Earlier Answer No One Answer Correctly Please mail us with the correct answer and get a surprise gift. mail atresearch@quadraticfinancials.com 3 QFundamental

Biggest Animals in the World QFundamental Tallest Animals in the World Worlds Tallest Dog Certified by the Guiness Book of World Records, Gibson is currently the world

Tallest Living Horse Radar, a Belgian draught horse from Mount Pleasant, Texas is officially the World s Tallest Living Horse.

4 Biggest Animals in the World QFundamental Tallest Animals in the World Worlds Tallest Dog Certified by the Guiness Book of World Records, Gibson is currently the world s tallest living dog. He measures in at 180 lbs (81 kg), 3.5 ft (107cm) tall, and is more then 7 feet (2.1 m) tall when standing up. Tallest Living Horse Radar, a Belgian draught horse from Mount Pleasant, Texas is officially the World s Tallest Living Horse. [via worldsmostunique] Belgian Draft horse gelding,born in 1998 in Iowa, USA19 Hands 3-1/2 inches tall (6 7-1/2),Weighs over 2,400 pounds (1,088 kg) Eats 18lbs. of grain, 40lbs. of hay each day,drinks 20 gallons of water each day 4 QFundamental

2010 V/S 2011 Financial Services Pvt. Ltd Nifty (6,011.6) Source: Equitymaster.

taken on our consultation are solely at the discretion of the traders / investors. We are not liable for any loss, which occurs as a result of our recommendations.

While we are not soliciting any action based upon this information, all care has been taken to ensure that the facts are accurate and opinions given fair and reasonable.

5 2010 V/S 2011 Financial Services Pvt. Ltd Nifty (6,011.6) Source: Equitymaster.com HOW TO INVEST Without any hassle, tension, BP Earn consistent income over the years Systematic Investment Plan (SIP) Systematic Transfer Plan (STP) Risk Factors:Trading and Investments decision taken on our consultation are solely at the discretion of the traders / investors. We are not liable for any loss, which occurs as a result of our recommendations. This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. While we are not soliciting any action based upon this information, all care has been taken to ensure that the facts are accurate and opinions given fair and reasonable. Neither, Financials nor any of its employees shall be responsible for the contents. Our directors or employees or subscriber or our clients, may from time to time, have positions in, or options on, and buy and sell securities referred in our reports. We do not have any control over the action take by our subscribers and clients. Any one following and implementing as per the indication is responsible for their own actions and we are not liable for any loss that could occur of back of various reasons. 5 QFundamental

QFundamental Financial Services Pvt. Ltd FUNNY Lecture An art of transferring information from the notes of the Lecturer to the notes of the students without passing through "the minds of either".

TRAINING SHALL BE PROVIDED SALARY - COMMENSURATE WITH QUALIFICATION + PERFORMANCE BASED INCENTIVE INTERESTED CANDIDATES SHOULD IMMEDIATELY APPLY TO QUADRATIC FINANCIAL SERVICES PVT.

E-Mail: quadraticfin@vsnl.net Tel. (022) 4237 9900 website: www.quadraticfinancials.

6 QFundamental Financial Services Pvt. Ltd FUNNY Lecture An art of transferring information from the notes of the Lecturer to the notes of the students without passing through "the minds of either". WHEN THE GOING GETS TOUGH, THE TOUGH GET GOING REQUIRE : YOUNG DYNAMIC CANDIDATES FOR, INVESENT ADVISORY & MARKETING QUALIFICATION - GRADUATES, ENGLISH SPEAKING / GOOD IN COMMUNICATION INTENSIVE TRAINING SHALL BE PROVIDED SALARY - COMMENSURATE WITH QUALIFICATION + PERFORMANCE BASED INCENTIVE INTERESTED CANDIDATES SHOULD IMMEDIATELY APPLY TO QUADRATIC FINANCIAL SERVICES PVT.LTD SEND RESUME ON accounts@quadraticfinancials.com Unit 1/3, 3rd Floor, Chandroday Society, C.S.T Road, Opp. Swastik Chambers, Near Chaggan Mitha Petrol Pump, Chembur, mumbai quadraticfin@vsnl.net Tel. (022) website: Edited / Compiled by: Ram / Choksi / Piyush Printed / Published for private circulation by: Financial Services Pvt Ltd. Risk Factors: This analysis has been prepared and compiled from reliable sources. While utmost care has been taken to ensure that the facts stated are accurate and opinions given are fair and reasonable, neither the Company nor any of its Directors, Officers or Employees shall in any way be responsible for the contents. The Company, it s Directors, Officers or Employees may have a position or may otherwise be interested in the investment referred in this document. This is not an offer or solicitation to buy, sell or dispose off any securities mentioned in this document. 6 QFundamental

From Ram s Desk. Quadratic Fund Picks. Since Inception 1YR 30/04/12. Graph of Patience. Give The Correct Answer

From Ram s Desk. Quadratic Fund Picks. Since Inception 1YR 30/04/12. Graph of Patience. Give The Correct Answer Mutual Fund Volume 11 # 2, News Letter From Ram s Desk Market Updates Fund Picks 1 Franklin India Bluechip Fund (G) 234 15/12/93 4929 17.62 12.58 03.57 06.19 18.75 08.08 / 3/- p.u 27/01/12 Give The Correct