April 16, 2021

Dear Sherus,

Greetings from STAR Model Portfolio Team.

Steady performance with low volatility

• Since the launch of STAR Model Portfolio in May 2018, the markets have not been easy to navigate, with a meltdown in mid-caps in 2018 to a steep, across-the-board correction and a rally in 2020. Despite volatility and tough market conditions, the aggregate returns of STAR Model portfolio, at a 14.4% CAGR, largely in line with the BSE 200’s returns of 13.6% CAGR in the last two years.
  

  STAR Model Portfolio Performance as on March 31, 2021

  Date	STAR Model Portfolio *	BSE 200
  1 Month	1.8%	1.2%
  3 Month	5.4%	6.5%
  6 Month	26.1%	31.5%
  1-Year	60.6%	74.3%
  2-Year (CAGR)	14.4%	13.6%

  Note: Returns taken from Miles System based on TWRR method; 2-year and above returns are CAGR basis

• Top 5 clients - Huge outperformance: Some of the top performing clients have got returns in the range of 65-95% in the past two years or so – outperformance of 30-60% to the benchmark index, BSE 200. Also, all the investors are making positive returns, despite the fact that close to 15% of investors have not followed all the suggested transactions.

  Top 5	Inception Date	Star Model Portfolio	BSE 200	Outperformance Star Folio Vs BSE 200
  Client 1	29-06-2018	94.9%	36.5%	58.40%
  Client 2	16-10-2018	80.5%	39.5%	41.00%
  Client 3	09-10-2018	79.9%	44.3%	35.60%
  Client 4	03-01-2019	72.4%	37.6%	34.70%
  Client 5	25-09-2018	66.5%	33.4%	33.10%

About STAR Model Portfolio

If you want to your portfolio to stand amid the stars, then this is your chance. STAR Model Portfolio is a non-discretionary product that invests in a disciplined manner in companies from the Sharekhan Fundamental Research universe that have a market capitalisation of over Rs. 5,000 crore.

What’s more, you can be part of STAR Model Portfolio with a minimum corpus of just Rs. 5 lakh.

For further queries on STAR Model Portfolio, kindly contact us on the 022 67502117/022-67502352/022-67502386 or write to us on portfoliosupport@sharekhan.com.

Warm Regards,
Team Star Model Portfolio

For more detailed research report, kindly refer our website www.sharekhan.com under Fundamental research section.
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