Benchmark NIFTY Midcap

Period NIFTY 50
Benchmark Indices Index 100

From To CAGR CAGR CAGR

S&P BSE Fast Moving
Consumer Goods
Index
S&P Consumer
Durable Index

NSE IT
 Date Performance Relative Benchmark NIFTY
End
Company Name From Till CAGR CAGR End NAV CAGR End NAV
NAV

Unichem
Laboratories Ltd

ITC Ltd

Sun Pharmaceutical
Industries Ltd

Godrej Consumer
Products Ltd
Astral Ltd: is a part of 'Sampurna as it has shown an increase in CAGR across financial indicators

5 Year CAGR 7 Year CAGR

Mar-15 Mar-20 Mar-22
pre-COVID including COVID

Revenue (Rs. Cr)

Operating Profit (Rs. Cr)

Profit After Tax (Rs. Cr)

Stock Performance

NIFTY 50 Performance
 Atul Ltd: a compelling inclusion in the portfolio due to a margin expansion story
5 Year CAGR 7 Year CAGR
Mar-15 Mar-20 Mar-22
pre-COVID including COVID
Revenue (Rs. Cr)

Operating Profit (Rs. Cr)

Profit After Tax (Rs. Cr)

Operating Profit Margin

Net Profit Margin

Stock Performance

NIFTY 50 Performance
PI Ind: a stock inclusion in 'Sampurna' that has seen in-line drawdown during market lows with a recovery ahead of
benchmark indices
CAGR Beta Max Drawdown Recovery Days 52 Week High ***
Stock 3 pre COVID*
NIFTY 50 pre COVID*
Stock 3 post COVID**
NIFTY 50 post COVID**

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•
•
•
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 Sampurna Returns

FY Q1* Q2 Q3 Q4

*Started from 2nd August 2021

NIFTY500 Returns

FY Q1* Q2 Q3 Q4

*From the period 2nd August 2021 to 30th September 2021

**For the period 2nd August 2021 to 31st March 2022
Year Half Year Quarter Fee (Rs.) GST Extra Fee with GST (Rs) Due Date Example
Year Half Year Quarter Fee (Rs.) GST Extra Fee with GST (Rs) Due Date Example

Year 1

Year 2

Year 3

Expiry Date: OB Date+36

Total 1,47,500 30-Jun-24
1,25,000 months
 Lumpsum Investment ₹ 28,00,000 ₹ 6,00,000 ₹ 10,00,000 ₹ 14,00,000 ₹0

SIP for 36 month ₹ ₹ ₹ ₹ ₹

Expected Return (20.5%)

Weighted Average Return

Total Investment ₹ ₹ ₹ ₹ ₹

Total Profit ₹ ₹ ₹ ₹ ₹

Investment Value @end ₹ ₹ ₹ ₹ ₹

Fees of 3 Years (Incl. GST) ₹ ₹ ₹ ₹ ₹

Effective Fee for 3 years

Effective Fee for 1 year