Investment Research Report
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1 Get this monthly report by by subscribing to The report gives the returns of asset classes for different periods of time, This report will help you in managing your finance. This guide will be updated at the end of the first week of every month, and will be available online at No change Increasing Decreasing Return are shown as annualized %, and are not adjusted for taxes or inflation Type of Asset 5 Year p Summary of Investment return rates 3 Year 1 Year Debt Saving Bank % Debt Fix Deposit 8-9% % % Debt Mutual Funds 9.84% 8.63% 12.69% Equity Mutual Funds Equity BSE Sensex 7.21% 2.37% 10.26% 3.21% 2.63% 3.28% Gold 26.36% 22.22% 21.98% Real Estate 10.15% 10.78% 2.58% Year 3 Year 1 Year FD MF-Equity MF- Debt BSE-Sensex Gold Page 1 of 7
2 Get this monthly report by by subscribing to Debt Saving Bank After the savings rate deregulation by the RBI, most of the banks is offering 4% on the savings bank balance. Some banks that offer higher savings bank rates are 1 Yes Bank: 6 % up to Rs. 1 lac and 7 % above Rs. 1 lac 2 Kotak Mahindra Bank: 5.5 % up to Rs. 1 lac and 6 % above Rs. 1 lac 3 Indusind Bank: 5.5 % up to Rs. 1 lac and 6 % above Rs. 1 lac 4 Ratnakar Bank: 5.5 % on any amount Debt Fix Deposits A list of interest rates for fix deposits for varying duration is presented in table below. Bank Less than 90 days 1 Year 3 5 Axis Bank 6.50% 9.25% 9.25% 8.75% Bank of Baroda 4.50% 8.75% 8.75% 8.00% Canara Bank 7.00% 9.00% 9.00% 9.00% Central Bank of India 7.00% 9.00% 9.00% 8.50% HDFC Bank 7.00% 7.25% 9.25% 8.25% ICICI Bank 6.50% 8.00% 9.25% 8.50% Kotak Bank 6.50% 9.25% 9.00% 9.00% State Bank of India 8.00% 9.00% 9.00% 9.00% Yes Bank 6.25% 9.00% 8.75% 8.75% Interest rates are shown for amounts less than Rs. 1 crore. Page 2 of 7
3 Get this monthly report by by subscribing to NAV: Net asset value in Rupees per unit The top 5 performing Debt Income funds over a 5 year period are:- 1 Canara Robeco Income % 2 Sahara Income % 3 ICICI Prudential Income Inst % 4 Birla Sun Life Dynamic Bond Ret Kotak Bond Regular % 9.38% Average: 9.84% The top 5 performing Debt Income funds over a 3 year period are:- Sr r No 1 IDFC SSI Medium-term Plan B % 2 SBI Dynamic Bond IDFC SSI Medium-term Plan A % 8.67% 4 Escorts Income Birla Sun Life Medium Term Retail % 8.11% Average: 8.63% The top 5 performing Debt Income funds over a 1 year period are:- Debt Mutual Funds 1 Escorts Income Kotak Bond Deposit % 12.66% 3 Kotak Bond Regular % 4 SBI Dynamic Bond % 5 IDFC Dynamic Bond Plan B % Average: 12.69% Page 3 of 7
4 Get this monthly report by by subscribing to NAV: Net asset value in Rupees per unit The top 5 performing Equity Large cap funds over a 5 year period are:- Equity Mutual Funds NAV Current Annualized % 1 DSPBR Top 100 Equity Reg % 2 ICICI Prudential Top 100 Inst I % 3 Franklin India Bluechip % 4 HDFC Index Sensex Plus % 5 IDFC Imperial Equity % Average: 7.21% The top 5 performing Equity Large cap funds over a 3 year period are:- 1 ICICI Focused Bluechip Equity Inst I % 2 ICICI Focused Bluechip Equity Retail % 3 ICICI Prudential Top 100 Inst I % 4 Franklin India Bluechip % 5 ICICI Prudential Top % Average: 10.26% The top 5 performing Equity Large cap funds over a 1 year period are:- NAV Current Annualized % 1 ICICI Prudential Top 100 Inst I % 2 ICICI Prudential Top % 3 Religare AGILE % 4 Canara Robeco Large Cap % 5 BNP Paribas Equity % Average: 2.63% Page 4 of 7
5 Get this monthly report by by subscribing to Equity BSE Sensex The returns of the BSE Sensex are listed below for 4 different periods , % 18.40% 5 15, , % 2.37% 3 15, , % 3.21% 1 16, , % 3.28% These returns could be achieved by average investor by making investment in equity based mutual funds. If you are skilled investor you could even get higher returns by investing directly in equities of companies & following an effective investment strategy. Gold The returns of Gold are listed below for 4 different periods % 18.96% % 26.36% % 22.22% % 21.98% Investments in gold can be done by investing in physical gold like coins and bar, or in the gold Exchange Traded Funds (ETF's) available on the stock exchanges. Page 5 of 7
6 Get this monthly report by by subscribing to Real Estate Real estate return showing top 3 cities of India during the period NHB Residex's index was used for the analysis. City Chennai % 33.75% % 28.58% % 12.18% City Pune % 16.88% % 15.65% % 7.10% City Faridabad % 15.72% % 14.38% % 5.33% Country India % 10.15% % 10.77% % 2.58% In order to calculate return all over India average value of NHB Residex over 15 cities is used. Page 6 of 7
7 Get this monthly report by by subscribing to Source of Information The analysis shown above is based on information available in the public domain. Sources of the information used for asset class are listed below Type of Asset Debt Savings bank Debt Fixed deposits Source of Information on State Bank of India - Yes Bank - HDFC Bank - Ratekhoj Debt Mutual funds Value - Equity Mutual funds Value - Equity BSE Sensex BSE Historic Data Gold Gold Historic Data - Real Estate Residex - Page 7 of 7
Strategic Growth Managing Your Finance
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