December 2018 Note: To know more about the Sponsor PPFAS - - PowerPoint PPT Presentation

▶

Aug 13, 2023 130 likes •356 views

December 2018 Note: To know more about the Sponsor PPFAS Pvt Ltd, please click here. No flavour of the month schemes No Sectoral Funds No Closed end funds Equity Focus Equity Buy and hold

SLIDE 1

December 2018

SLIDE 2

Note: To know more about the Sponsor ‘PPFAS Pvt Ltd’, please click here.

SLIDE 3

SLIDE 4

No flavour of the month schemes
No Sectoral Funds
No Closed end funds
Equity Focus

SLIDE 5

Equity

○ Buy and hold equity from a Value Investing approach ○ Across Market Capitalisation ○ Both Indian and Foreign (up to 35%) ○ No currency view taken, most exposure hedged giving an additional yield

Opportunistic deployments in

○ Cash to futures arbitrage, Delisting / buy back arbitrage, Debt securities

Tax benefits of Indian Equity Scheme

SLIDE 6

SLIDE 7

SLIDE 8

SLIDE 9

SLIDE 10

SLIDE 11

SLIDE 12

SLIDE 13

SLIDE 14

INDEX 2016 2015 2014 2013 2012 DOW JONES 13.42

2.23

7.52 26.50 7.26 FTSE 100 14.43

4.93
2.71

14.43 5.84 HANG SENG 0.39

7.16

1.28 2.87 22.91 IBOVESPA 38.93

13.31
2.91
15.50

7.40 KOSPI 3.32 2.39

4.76

0.72 9.38 NIFTY 50 3.01

4.06

31.39 6.76 27.70 NIKKEI 0.42 9.07 7.12 56.72 22.94 Source : Value Research

SLIDE 15

SLIDE 16

SLIDE 17

SLIDE 18

Upside & Downside Capture Ratio (3 yrs) Upside & Downside Capture Ratio (5 yrs)

SLIDE 19

SLIDE 20

SLIDE 21