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HOW DO I CHOSE THE BEST MUTUAL FUNDS FOR MY PORTFOLIO? WHAT TIME HORIZON SHOULDI KEEP THIS ?

WHAT IS THE RETURN I CAN EXPECT?

Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

MUTUAL FUNDS ADVISORY


Did you benefit from your investment Mutual Fund? Growth Avenues can now help you solve your Mutual Fund Queries With innovative ranking models ....and tailor made solutions... Growth Avenues can help you maximize your profit potential
Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

Likely solution to these queries


Decision based on nature of client . ( Aggressive or Conservative.) Debatable question. Longevity in tenure is not a certainty for extra returns. Returns - Derivative of answers to the first two questions .It filters down to keeping a constant watch on the portfolio and reviewing it with the right entry and exit points.

Right approach is the answer.

Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

Growth Avenues Approach ~ The EQ Model.


What is this Model ?
Its a Proprietary Algorithm Model. Constructed with historic NAVs , Co-relation to market trends and

Statistical measures like Alpha , Beta , Sharpe and Relative Strength .


Back tested over years of data. This model gives you ranks of all equity funds for a specific period .

Categorization - ALPHA GAINS & FUND PROTECT.

Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

Performance of GAAA Top 20 v/s Sensex in 2012.


25.00%

ThatExtra Quotient with GAAA

The graphs here suggest the Extra Quotient that Growth Avenues has delivered in the H1F12 over Sensex.

20.00%

15.00%

10.00%
GAAA Top 20 Fund NAV Movement in H1FY12

20.50%

200 150 100 50 0 -50 -100 -150 January February March April May June GAAA TOP 20 SENSEX

5.00%

11.50%

0.00% Sensex Growth Avenues Top 20 Funds Growth Avenues Top 20 Funds

EDGE over Sensex


For Year 2012

Sensex

Our portfolio gained that Extra 9 % in the H1F12 as shown above. Month- on -Month edge over Sensex Returns.

Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

Consistency is the key ! Our Funds Performance across years.


BSE 200 V/S GAAA TOP 20
25.00%
20.15%

In hindsight , this is how our Top 20 funds have performed in the span of last 12 months ,24

20.00%
15.00%
12.35%

10.00%
5.00%

months
5.77%
4.27% 2.98%

and

36

months

respectively against the BSE 200


index.

0.00%
-5.00% 12 MONTHS 24 MONTHS
-5.74%

36 MONTHS

-10.00%
GAAA TOP 20

Our Funds over longer

BSE 200

Time-frame.

Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

Our Top 5 Funds for 2012

Absolute Returns for 2012


The Pharma and FMCG Sector did exceedingly well in the year 2012.

35.00%

32.95% 28.75% 29.40%

30.00%
25.00% 20.00% 15.00% 10.00% 5.00%

Our Model captured the sectoral


momentum with Reliance Pharma Fund and ICICI PRU FMCG Fund delivering an average of 26.8%

23.96% 19.66%

Birla Sun Life MNC Fund - B (G)


ICICI Pru FMCG Fund - (G) ICICI Pru Technology Fund (G) Reliance Pharma Fund (G) SBI Magnum SFU - Emerging Businesses Fund (G)

return.
Investing in our Top 5 funds would have given an average of 26.9%.

0.00%

If you are in the right sector at the right time, it delivers the best !!

Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

YTD CAGR RETURNS (2012)


35.00% 30.00% 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% 11.80% 31.35%

27.10%
23.36% GAAA TOP 20

GAAA Top 20 almost hit


bulls eye ! The Top 10 Equity funds gave 31.35 % against our 27.10
EQUITY TOP 10 EQUITY UNIVERSE
BSE 200

GAAA TOP 20

EQUITY TOP 10

EQUITY UNIVERSE

BSE 200

%.
Our model captured and came close to the best.

Fund Comparison
40.00 35.00 30.00 25.00 20.00 15.00 10.00 5.00 0.00

85 % of our Top 20 Funds

have beaten the BSE 200


Index YTD in 2012. Foresight
BSE 200 GAAA TOP 20 Birla Sun Life MNC BNP Paribas Mid Cap DSP BR Micro-Cap Franklin Infotech Fund HDFC Mid-Cap ICICI Pru Discovery ICICI Pru Discovery ICICI Pru FMCG Fund - IDFC Premier Equity IDFC Premier Equity Reliance Equity Reliance Pharma Fund Religare Mid Cap Fund Religare Mid N Small SBI Magnum SFU - SBI Magnum SFU - SBI Magnum SFU - UTI-MNC Fund (G) UTI-Pharma & UTI-Transportation &

if

seen

from

YTD CAGR

hindsight , GAAA Top 20

(%)

Delivered!!!

Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

How Mutual Fund Advisory of Growth Avenues is different?


Tracking of portfolios with consistent advice backed by reports. Models conceptualized and executed under the guidance and direct supervision of Dr. C.K Narayan ,our M.D and Veteran Technical Analyst. Our forecasting model helps us to analyse the sectors in flavor. In turn , sectoral funds are well tapped. We are not mere information providers. Assimilation ,analyzing and delivering distinct solutions is our key. As rightly put by Clifford Stoll Data is not information, information is not knowledge, knowledge is not understanding, understanding is not wisdom.
Growth Avenues Asset Advisors Pvt Ltd 2012 - All Rights Reserved ~ http://www.growthavenues.com

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