Hello Sir,

Hope you are doing well.

Today, we would like to share with you our Performance update as on 15th Sep'22.

We started providing stock research in 2011 and you can access all the recommendations and their performance by Clicking HERE

In 2018, we decided to start maintaining a tracker sheet. The purpose of the same was:

  • to share with our members as to how we would act on our research and
  • to compare our performance with benchmark indices on portfolio basis.

We started maintaining the tracker sheet with a hypothetical amount of Rs 50 lakhs on 15th Aug'18. It's been 4 + years since then and below is the complete snapshot of the performance against benchmark indices.


Key Highlights

  • 148% absolute return against 34-68% for benchmark indices in 4 years 1 month
  • 25% CAGR since 15th Aug'18 against 8-14% for indices
  • 43% CAGR for last 3 years (low base effect as markets were down in Aug-Sep'19)
  • 16.5% return in last 1 year

It's important to note here that we maintain tracker sheet only for the purpose of reference. Our members are free to act on our research based on their own conviction or the suggestion of their investment advisor.



Best Regards,

Ekansh Mittal
Research Analyst
Web: https://www.katalystwealth.com/