{"id":2024641,"date":"2015-05-30T15:23:37","date_gmt":"2015-05-30T09:53:37","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2024641"},"modified":"2015-05-30T15:23:38","modified_gmt":"2015-05-30T09:53:38","slug":"monthly-recap-dont-follow-your-passion","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/05\/30\/monthly-recap-dont-follow-your-passion\/","title":{"rendered":"Monthly Recap: Don’t Follow Your Passion"},"content":{"rendered":"

\"world.2015-04-30.2015-05-29\"<\/p>\n

Equities<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n
Major<\/th>\n<\/tr>\n<\/thead>\n
DAX(DEU)<\/a><\/td>\n-0.35%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n-0.76%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+0.34%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+5.69%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n+1.05%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n
MINTs<\/th>\n<\/tr>\n<\/thead>\n
JCI(IDN)<\/a><\/td>\n+2.55%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+0.49%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n-1.15%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n-1.35%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
BRICS<\/th>\n<\/tr>\n<\/thead>\n
IBOV(BRA)<\/a><\/td>\n-6.17%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+3.83%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n+3.08%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n-4.69%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n-3.96%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\n
\n
\n

Commodities<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n
Energy<\/th>\n<\/tr>\n<\/thead>\n
Natural Gas<\/td>\n-2.94%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n-1.50%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n-1.61%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+1.09%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n-4.82%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+0.90%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
Metals<\/th>\n<\/tr>\n<\/thead>\n
Gold 100oz<\/td>\n+0.67%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n-0.28%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-2.68%<\/span><\/td>\n<\/tr>\n
Copper<\/td>\n-4.50%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n+3.73%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+2.00% <\/span> USDJPY<\/a>:+3.80% <\/span><\/p>\n

\n
\n\n\n\n\n\n\n\n\n
MINTs<\/th>\n<\/tr>\n<\/thead>\n
USDIDR(IDN)<\/a><\/td>\n+1.94%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+0.12%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n-0.13%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n-0.46%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
BRICS<\/th>\n<\/tr>\n<\/thead>\n
USDBRL(BRA)<\/a><\/td>\n+5.45%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n-0.09%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n+0.63%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n+1.47%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n+2.06%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Agricultural<\/th>\n<\/tr>\n<\/thead>\n
Cattle<\/td>\n-4.39%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n+5.87%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-7.84%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n-6.74%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-8.74%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n+1.92%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n+2.52%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+9.14%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n+7.22%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n+1.92%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-7.19%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-2.83%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n-5.45%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n-4.16%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-4.69%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Credit Indices<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Index<\/th>\nChange<\/th>\n<\/tr>\n<\/thead>\n
Markit CDX EM<\/td>\n+0.52%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n-0.09%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n+0.14%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n+0.03%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n+2.12%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n+0.71%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n+2.06%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n+2.85%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n-1.04%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n-0.05%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n+4.83%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nThe US Dollar rallied, Nifty put in a decent show and gold flat lined.\n<\/div>\n<\/div>\n

Nifty Heatmap<\/h3>\n

\"CNX<\/a><\/p>\n

Index Returns<\/h3>\n

\"index<\/a><\/p>\n

Sector Performance<\/h3>\n

\"sector<\/a><\/p>\n

Advance Decline<\/h3>\n

\"advance.decline.line2.2015-04-30.2015-05-29\"<\/p>\n

Market Cap Decile Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Decile<\/th>\nMkt. Cap.<\/th>\nAdv\/Decl<\/th>\n<\/tr>\n<\/thead>\n
1 (micro)<\/td>\n-2.14%<\/span><\/td>\n64\/65<\/td>\n<\/tr>\n
2<\/td>\n-0.23%<\/span><\/td>\n64\/64<\/td>\n<\/tr>\n
3<\/td>\n-0.66%<\/span><\/td>\n60\/68<\/td>\n<\/tr>\n
4<\/td>\n+3.15%<\/span><\/td>\n68\/60<\/td>\n<\/tr>\n
5<\/td>\n-0.13%<\/span><\/td>\n61\/67<\/td>\n<\/tr>\n
6<\/td>\n-0.16%<\/span><\/td>\n66\/62<\/td>\n<\/tr>\n
7<\/td>\n-0.04%<\/span><\/td>\n61\/67<\/td>\n<\/tr>\n
8<\/td>\n+1.24%<\/span><\/td>\n67\/61<\/td>\n<\/tr>\n
9<\/td>\n+0.23%<\/span><\/td>\n58\/70<\/td>\n<\/tr>\n
10 (mega)<\/td>\n+2.38%<\/span><\/td>\n70\/59<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nLarge and mid-caps turned in a good show…\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
INFRATEL<\/a><\/td>\n+19.32%<\/span><\/td>\n<\/tr>\n
UNIONBANK<\/a><\/td>\n+20.58%<\/span><\/td>\n<\/tr>\n
EICHERMOT<\/a><\/td>\n+24.39%<\/span><\/td>\n<\/tr>\n
SRTRANSFIN<\/a><\/td>\n-15.08%<\/span><\/td>\n<\/tr>\n
TECHM<\/a><\/td>\n-10.77%<\/span><\/td>\n<\/tr>\n
EXIDEIND<\/a><\/td>\n-10.41%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nBullet the blue sky…\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
CPSEETF<\/a><\/td>\n+6.50%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n+2.88%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+2.85%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n+2.11%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+1.66%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n+1.42%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n-0.98%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nInteresting to see Nifty out-performing private banks…\n<\/div>\n<\/div>\n

Yield Curve<\/h3>\n

\"yield<\/a><\/p>\n

Bond Indices<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
Sub Index<\/th>\nChange in YTM<\/th>\nTotal Return(%)<\/th>\n<\/tr>\n<\/thead>\n
GSEC TB<\/td>\n+0.24<\/span><\/td>\n+0.56%<\/span><\/td>\n<\/tr>\n
GSEC SUB 1-3<\/td>\n+0.53<\/span><\/td>\n+0.31%<\/span><\/td>\n<\/tr>\n
GSEC SUB 3-8<\/td>\n-0.05<\/span><\/td>\n-0.27%<\/span><\/td>\n<\/tr>\n
GSEC SUB 8<\/td>\n+0.09<\/span><\/td>\n-0.05%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nIndian gilts were not immune to the global dislocations in the bond market…\n<\/div>\n<\/div>\n

Investment Theme Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
CNX 100 Enterprise Yield<\/a><\/td>\n+8.21%<\/span><\/td>\n<\/tr>\n
Next Trillion<\/a><\/td>\n+7.45%<\/span><\/td>\n<\/tr>\n
Momentum<\/a><\/td>\n+6.04%<\/span><\/td>\n<\/tr>\n
Low Volatility<\/a><\/td>\n+5.79%<\/span><\/td>\n<\/tr>\n
ASK Life<\/a><\/td>\n+5.64%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n+4.39%<\/span><\/td>\n<\/tr>\n
Textile, Metals, Chemicals, Paper and Energy Quality to Price<\/a><\/td>\n+4.22%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+3.78%<\/span><\/td>\n<\/tr>\n
Auto and Consumer Goods Quality to Price<\/a><\/td>\n+2.59%<\/span><\/td>\n<\/tr>\n
Media, Health, IT, Telecom, Services, Pharma Quality To Price<\/a><\/td>\n+1.05%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n+0.83%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n+0.15%<\/span><\/td>\n<\/tr>\n
Tactical CNX 100<\/a><\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n
ADAG stocks<\/a><\/td>\n-0.95%<\/span><\/td>\n<\/tr>\n
The RBI Restricted List<\/a><\/td>\n-1.09%<\/span><\/td>\n<\/tr>\n
PPFAS Long Term Value<\/a><\/td>\n-2.92%<\/span><\/td>\n<\/tr>\n
High Beta<\/a><\/td>\n-3.74%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nMomentum strategy took some volatility but seems to be on a path to recovery…\n<\/div>\n<\/div>\n

Equity Mutual Funds<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n
Best<\/th>\n<\/tr>\n<\/thead>\n
MOSt Focused Midcap 30-Regular Plan-Growth Option<\/a><\/td>\n+8.41%<\/span><\/td>\n<\/tr>\n
MOSt Focused Multicap 35-Regular Plan-Growth Option<\/a><\/td>\n+7.91%<\/span><\/td>\n<\/tr>\n
MOSt Focused Long Term – Regular Plan – Growth Option<\/a><\/td>\n+7.43%<\/span><\/td>\n<\/tr>\n
Birla Sun Life India Gennext Fund-Growth Option<\/a><\/td>\n+6.28%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Advantage Fund – Regular Growth<\/a><\/td>\n+5.83%<\/span><\/td>\n<\/tr>\n
DSP BlackRock Focus 25 Fund – Regular Plan – Growth<\/a><\/td>\n+5.72%<\/span><\/td>\n<\/tr>\n
Bsl Comm Eq Fund – Global Agri Plan – Growth<\/a><\/td>\n+5.57%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n
Worst<\/th>\n<\/tr>\n<\/thead>\n
Mirae Asset China Advantage Fund – Regular Plan Growth Option<\/a><\/td>\n-1.34%<\/span><\/td>\n<\/tr>\n
DSP BlackRock World Gold Fund – Regular Plan – Growth<\/a><\/td>\n-1.46%<\/span><\/td>\n<\/tr>\n
Mirae Asset Global Commodity Stocks – Growth Option<\/a><\/td>\n-1.60%<\/span><\/td>\n<\/tr>\n
Franklin Asian Equity Fund – Growth Plan<\/a><\/td>\n-2.23%<\/span><\/td>\n<\/tr>\n
Principal Global Opportunities Fund-Growth Option<\/a><\/td>\n-3.07%<\/span><\/td>\n<\/tr>\n
DSP BlackRock World Mining Fund – Regular Plan – Growth<\/a><\/td>\n-3.39%<\/span><\/td>\n<\/tr>\n
DSP BlackRock World Energy Fund – Regular Plan – Growth<\/a><\/td>\n-4.66%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Bond Mutual Funds<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n
Best<\/th>\n<\/tr>\n<\/thead>\n
SBI INFLATION INDEXED BOND FUND – REGULAR PLAN – GROWTH<\/a><\/td>\n+1.37%<\/span><\/td>\n<\/tr>\n
DWS Inflation Indexed Bond Fund- Regular Plan- Growth<\/a><\/td>\n+1.31%<\/span><\/td>\n<\/tr>\n
HDFC Inflation Indexed Bond Fund – Regular Growth<\/a><\/td>\n+1.21%<\/span><\/td>\n<\/tr>\n
SBI Benchmark Gsec Fund – Regular Plan – Growth Option<\/a><\/td>\n+1.01%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Gilt Plus-Regular Plan-Growth<\/a><\/td>\n+0.88%<\/span><\/td>\n<\/tr>\n
L&T Resurgent India Corporate Bond Fund – Growth Option<\/a><\/td>\n+0.82%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Corporate Bond Fund – Regular Plan – Growth<\/a><\/td>\n+0.79%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n
Worst<\/th>\n<\/tr>\n<\/thead>\n
HSBC Gilt Fund – Growth<\/a><\/td>\n+0.11%<\/span><\/td>\n<\/tr>\n
IDFC GSF-Provident Fund-Regular Plan-Growth<\/a><\/td>\n+0.11%<\/span><\/td>\n<\/tr>\n
HDFC High Interest Fund – Dynamic Plan-Growth Option<\/a><\/td>\n+0.10%<\/span><\/td>\n<\/tr>\n
IDFC GSF-Provident Fund-Inst Plan B-Growth<\/a><\/td>\n+0.09%<\/span><\/td>\n<\/tr>\n
IDBI Gilt Fund Growth<\/a><\/td>\n+0.09%<\/span><\/td>\n<\/tr>\n
HDFC Gilt Fund-Long Term-Growth<\/a><\/td>\n+0.03%<\/span><\/td>\n<\/tr>\n
Religare Invesco GILT Fund – Long Duration Plan – Growth<\/a><\/td>\n+0.02%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Thought to sum up the month<\/h3>\n