Graph of Life 31,October 2012.cdr - QUADRATIC FINANCIALS
Graph of Life 31,October 2012.cdr - QUADRATIC FINANCIALS
Graph of Life 31,October 2012.cdr - QUADRATIC FINANCIALS
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Quadratic<br />
FINANCIAL SERVICES PVT. LTD.<br />
Advisors with a Heart – Advice from the mind<br />
TM<br />
GRAPH OF LIFE<br />
As on <strong>31</strong>th <strong>October</strong> 2012<br />
Commodities<br />
R eti re ment<br />
Marriage<br />
Estate Planning<br />
Earning<br />
Education<br />
Infancy<br />
Insurance<br />
Direct Equity<br />
Mutual Fund<br />
Fixed Deposit<br />
8Th<br />
WONDER OF THE<br />
INVESTMENT WORLD<br />
House<br />
Anti q u e s<br />
Fixed Income<br />
Real Estate<br />
Collectibles<br />
Unit 1/3, 3rd Floor, Chandroday Society, C.S.T Road, Opp. Swastik Chambers, Chembur, Mumbai - 400 071.<br />
E-Mail: marketing@quadraticfinancials.com Website: www.quadraticfinancials.com Tel. (022) 4237 9900
Quadratic<br />
FINANCIAL SERVICES PVT. LTD.<br />
Advisors with a Heart – Advice from the mind<br />
TM<br />
<strong>Graph</strong> <strong>of</strong> Patience<br />
SIP FIBCF & RGF v/s SIP Sensex & BSE 100 as on <strong>31</strong> <strong>October</strong>, 2012<br />
7,000,000<br />
6,000,000<br />
5,000,000<br />
4,000,000<br />
3,000,000<br />
2,000,000<br />
1,000,000<br />
-<br />
FIBCF<br />
RGF<br />
24/12/1993<br />
1/7/1994<br />
1/2/1995<br />
Product<br />
Sensex<br />
Nifty<br />
FIBCF = Franklin India Bluechip Fund & RGF = Reliance Growth Fund<br />
Total Invested<br />
SIP Period<br />
The most sensible decision is to invest in SIP / STP for a Safe and<br />
consistent Return but Time Horizon is over 3-5 years.<br />
1/9/1995<br />
2/4/1996<br />
1/11/1996<br />
2/6/1997<br />
1/1/1998<br />
3/8/1998<br />
1/3/1999<br />
1/10/1999<br />
Current Value<br />
( Rs )<br />
Appreciation<br />
( Rs )<br />
4,54,000/- Approx. 18 Yrs 59,44,202 54,90,202<br />
4,06,000/- Approx. 16 Yrs 57,63,347 53,57,347<br />
4,54,000/- Approx. 18 Yrs 15,91,233 11,37,233<br />
4,54,000/- Approx. 18 Yrs 15,83,143 11,29,143<br />
Appreciation<br />
( % )<br />
FIBCF, <strong>31</strong>/10/2012<br />
59,44,202<br />
RGF, <strong>31</strong>/10/2012<br />
57,63,347<br />
2/5/2000<br />
1/12/2000<br />
2/7/2001<br />
1/2/2002<br />
2/9/2002<br />
1/4/2003<br />
3/11/2003<br />
1/6/2004<br />
1/1/2005<br />
1/8/2005<br />
1/3/2006<br />
<strong>31</strong>/10/2006<br />
<strong>31</strong>/5/2007<br />
<strong>31</strong>/12/2007<br />
<strong>31</strong>/7/08<br />
28/02/09<br />
30/9/2009<br />
30/4/2010<br />
30/11/2010<br />
This analysis has been done entirely with the purpose <strong>of</strong> only providing an analysis tool to Quadratic team members and is not for public distribution. This material is solely the property <strong>of</strong><br />
Quadratic Financial Services Pvt. ltd and its employees, Directors or any person associated is not responsible for any errors, omissions. There is no assurance <strong>of</strong> any returns whatsoever and investors<br />
advised to refer to the Offer Document before investing.<br />
1209<br />
1320<br />
250<br />
249<br />
SIP Installment = Rs 2000/- per month.<br />
Nifty, <strong>31</strong>/10/2012<br />
15,83,143<br />
BSE Sensex, <strong>31</strong>/10/2012<br />
15,91,233<br />
30/6/2011<br />
<strong>31</strong>/1/2012<br />
8/<strong>31</strong>/2012<br />
2
Quadratic<br />
FINANCIAL SERVICES PVT. LTD.<br />
Advisors with a Heart – Advice from the mind<br />
TM<br />
<strong>Graph</strong> <strong>of</strong> Patience<br />
SIP RPF & RBF v/s SIP Sensex & BSE 100 as on <strong>31</strong> <strong>October</strong>, 2012<br />
800,000<br />
RPF = Reliance Pharma Fund & RBF = Reliance Banking Fund<br />
700,000<br />
RBF<br />
Product<br />
Total Invested<br />
SIP Period<br />
Current Value Appreciation<br />
( Rs ) ( Rs )<br />
2,28,000/- Approx. 9 Yrs 7,19,782 4,91,782<br />
Appreciation<br />
( % )<br />
216<br />
RBF, <strong>31</strong>/10/2012<br />
7,19,782<br />
600,000<br />
RPF<br />
Sensex<br />
2,02,000/-<br />
2,26,000/-<br />
Approx. 7 Yrs<br />
Approx. 9 Yrs<br />
5,78,372<br />
4,<strong>31</strong>,591<br />
3,76,372<br />
2,03,591<br />
186<br />
89<br />
500,000<br />
400,000<br />
NIFTY<br />
2,26,000/-<br />
Approx. 9 Yrs<br />
4,12,777<br />
1,84,777<br />
The most sensible decision is to invest in SIP / STP for a Safe and<br />
consistent Return but Time Horizon is over 3-5 years.<br />
81<br />
RPF, <strong>31</strong>/10/2012<br />
5,78,372<br />
BSE Sensex, <strong>31</strong>/10/2012<br />
4,<strong>31</strong>,591<br />
300,000<br />
Nifty, <strong>31</strong>/10/2012<br />
4,12,777<br />
200,000<br />
100,000<br />
-<br />
<strong>31</strong>/5/2003<br />
1/9/2003<br />
1/1/2004<br />
2/5/2004<br />
1/9/2004<br />
1/1/2005<br />
1/5/2005<br />
1/9/2005<br />
2/1/2006<br />
2/5/2006<br />
1/9/2006<br />
2/1/2007<br />
3/5/2007<br />
3/9/2007<br />
1/1/2008<br />
2/5/2008<br />
1/9/2008<br />
1/1/2009<br />
4/5/2009<br />
1/9/2009<br />
4/1/2010<br />
3/5/2010<br />
1/9/2010<br />
<strong>31</strong>/1/2011<br />
<strong>31</strong>/5/2011<br />
30/9/2011<br />
<strong>31</strong>/1/2012<br />
<strong>31</strong>/May/2012<br />
30/Sep/2012<br />
SIP Installment = Rs 2000/- per month.<br />
This analysis has been done entirely with the purpose <strong>of</strong> only providing an analysis tool to Quadratic team members and is not for public distribution. This material is solely the property <strong>of</strong><br />
Quadratic Financial Services Pvt. ltd and its employees, Directors or any person associated is not responsible for any errors, omissions. There is no assurance <strong>of</strong> any returns whatsoever and investors<br />
advised to refer to the Offer Document before investing.<br />
3
Quadratic<br />
FINANCIAL SERVICES PVT. LTD.<br />
Advisors with a Heart – Advice from the mind<br />
TM<br />
<strong>Graph</strong> <strong>of</strong> Patience<br />
SIP HDFC Eq & DSP BR Eq v/s SIP Sensex & BSE 100 as on <strong>31</strong> <strong>October</strong>, 2012<br />
7,000,000<br />
6,000,000<br />
5,000,000<br />
4,000,000<br />
3,000,000<br />
2,000,000<br />
1,000,000<br />
0<br />
Product<br />
HDFC Eq<br />
DSP BR Eq<br />
Sensex<br />
Nifty<br />
HDFC Eq = HDFC Equity Fund & DSP BR Eq =DSP BlackRock Equity Fund<br />
Current Value Appreciation<br />
Total Invested SIP Period<br />
( Rs ) ( Rs )<br />
4,28,000/- Approx. 17 Yrs 58,44,385 54,16,385<br />
4,28,000/-<br />
4,28,000/-<br />
1,30,000/-<br />
Approx. 5.5 Yrs<br />
Approx. 17 Yrs<br />
Approx. 17 Yrs<br />
1,70,127<br />
14,69,873<br />
14,64,151<br />
40,127<br />
10,41,873<br />
10,36,151<br />
The most sensible decision is to invest in SIP / STP for a Safe and<br />
consistent Return but Time Horizon is over 3-5 years.<br />
Appreciation<br />
( % )<br />
1266<br />
<strong>31</strong><br />
243<br />
242<br />
HDFC Eq, <strong>31</strong>/10/2012<br />
58,44,385<br />
BSE Sensex, <strong>31</strong>/10/2012<br />
14,69,873<br />
Nifty, <strong>31</strong>/10/2012<br />
14,64,151<br />
DSPBR Eq, <strong>31</strong>/10/2012<br />
1,70,127<br />
1/<strong>31</strong>/1995<br />
1/<strong>31</strong>/1996<br />
1/<strong>31</strong>/1997<br />
1/<strong>31</strong>/1998<br />
1/<strong>31</strong>/1999<br />
1/<strong>31</strong>/2000<br />
1/<strong>31</strong>/2001<br />
1/<strong>31</strong>/2002<br />
1/<strong>31</strong>/2003<br />
1/<strong>31</strong>/2004<br />
1/<strong>31</strong>/2005<br />
1/<strong>31</strong>/2006<br />
1/<strong>31</strong>/2007<br />
1/<strong>31</strong>/2008<br />
1/<strong>31</strong>/2009<br />
1/<strong>31</strong>/2010<br />
1/<strong>31</strong>/2011<br />
1/<strong>31</strong>/2012<br />
SIP Installment = Rs 2000/- per month.<br />
This analysis has been done entirely with the purpose <strong>of</strong> only providing an analysis tool to Quadratic team members and is not for public distribution. This material is solely the property <strong>of</strong><br />
Quadratic Financial Services Pvt. ltd and its employees, Directors or any person associated is not responsible for any errors, omissions. There is no assurance <strong>of</strong> any returns whatsoever and investors<br />
advised to refer to the Offer Document before investing.<br />
4
Quadratic<br />
FINANCIAL SERVICES PVT. LTD.<br />
Advisors with a Heart – Advice from the mind<br />
TM<br />
<strong>Graph</strong> <strong>of</strong> Patience<br />
SIP IDFC Pre. Eq & IDFC Ste. Eq v/s SIP Sensex & BSE 100 as on <strong>31</strong> <strong>October</strong>, 2012<br />
400,000<br />
350,000<br />
Product<br />
IDFC Pre. Eq<br />
IDFC Pre. Eq = IDFC Premier Equity Fund & IDFC Ste = IDFC Sterling Equity Fund<br />
Total Invested<br />
SIP Period<br />
Current Value Appreciation<br />
( Rs ) ( Rs )<br />
1,72,000/- Approx. 7 Yrs 3,33,741 1,61,741<br />
Appreciation<br />
( % )<br />
94<br />
IDFC Pre. Eq, <strong>31</strong>/10/2012<br />
3,33,741<br />
300,000<br />
IDFC Ste. Eq<br />
Sensex<br />
1,12,000/-<br />
1,72,000/-<br />
Approx. 4.5 Yrs<br />
Approx. 7 Yrs<br />
1,74,057<br />
2,24,595<br />
62,057<br />
52,595<br />
55<br />
<strong>31</strong><br />
250,000<br />
200,000<br />
Nifty<br />
1,72,000/-<br />
Approx. 7 Yrs<br />
2,25,678<br />
53,678<br />
The most sensible decision is to invest in SIP / STP for a Safe and<br />
consistent Return but Time Horizon is over 3-5 years.<br />
<strong>31</strong><br />
BSE Sensex, <strong>31</strong>/10/2012<br />
2,24,595<br />
Nifty, <strong>31</strong>/10/2012<br />
2,25,678<br />
150,000<br />
100,000<br />
50,000<br />
-<br />
Sep-05<br />
Dec-05<br />
Mar-06<br />
Jun-06<br />
Sep-06<br />
Dec-06<br />
Mar-07<br />
Jun-07<br />
Sep-07<br />
Dec-07<br />
Mar-08<br />
Jun-08<br />
Sep-08<br />
Dec-08<br />
Mar-09<br />
Jun-09<br />
Sep-09<br />
Dec-09<br />
SIP Installment = Rs 2000/- per month.<br />
IDFC Ste. Eq, <strong>31</strong>/10/2012<br />
1,74,057<br />
Mar-10<br />
Jun-10<br />
Sep-10<br />
Dec-10<br />
Mar-11<br />
Jun-11<br />
Sep-11<br />
Dec-11<br />
Mar-12<br />
Jun-12<br />
Sep-12<br />
This analysis has been done entirely with the purpose <strong>of</strong> only providing an analysis tool to Quadratic team members and is not for public distribution. This material is solely the property <strong>of</strong><br />
Quadratic Financial Services Pvt. ltd and its employees, Directors or any person associated is not responsible for any errors, omissions. There is no assurance <strong>of</strong> any returns whatsoever and investors<br />
advised to refer to the Offer Document before investing.<br />
5
Quadratic<br />
FINANCIAL SERVICES PVT. LTD.<br />
Advisors with a Heart – Advice from the mind<br />
TM<br />
Wishing you a<br />
Diwali, Bright with joy,<br />
Sparkling with success &<br />
glowing with warmth<br />
Happy<br />
Diwali<br />
&<br />
Prosperous<br />
New Year<br />
From: Quadratic Financials<br />
Unit 1/3, 3rd Floor, Chandroday Society, C.S.T Road, Opp. Swastik Chambers, Chembur,Mumbai - 400 071.<br />
E-Mail: marketing@quadraticfinancials.com Website: www.quadraticfinancials.com Tel. (022) 4237 9900<br />
Regd. Off :A-14, Rohit Apts., 4th Floor, 3rd Cross Lane, Lokhandwala Complex, Andheri (West), Mumbai 400 053<br />
This analysis has been done entirely with the purpose <strong>of</strong> only providing an analysis tool to Quadratic team members and is not for public distribution. This material is solely the property <strong>of</strong><br />
Quadratic Financial Services Pvt. ltd and its employees, Directors or any person associated is not responsible for any errors, omissions. There is no assurance <strong>of</strong> any returns whatsoever and investors<br />
advised to refer to the Offer Document before investing.
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