Shriram Asset Management Co. Ltd. · BSE:SRAMSET
Shriram Asset Management — Investor Presentation (September 2018)
16 slides from Shriram Asset Management's investor presentation, Sep 7, 2018
Slide 1: Shriram Multicap Fund - Nurturing Trust, Shaping Dreams
‘ ¥ ~>) _— suriRAM SHRIRAM NURTURING TRUST, SHAPING DREAMS == == == <= MULTICAP FUND ine rs ee y Right Stocks In Every Situation Riskometer This product is suitable for investors who are seeking*: * Long term capital appreciation «Investment in actively managed portfolio, predominantly consisting of
Slide 2: Long Term Performance
80 Long Term Performance Dec-04 Dec-05 Dec-06 Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12 Dec-13 Dec-14 Dec-15 Dec-16 Dec-17 Nifty 50 Nifty Next 50 Nifty Midcap 100 |——Nifty Small 100 Source: CMIE Database; Assumption: Base values taken as 10 for all indices as on December 31, 2004. *y SHRIRAM NURTURI
Slide 3: Market Cap - No Consistent Winner
MARKET CAP - No Consistent Winner Current Year NIFTY 50 ETN Midcap 100 smalicap 100 Spread cyos 36% 24% 35% 62% 13% cyos 40% 28% 20% 82% 13% cyo7 55% 76% 7% 87% 33% cyos 52% 64% 59% 7% 19% cyos 76% 128% 999% 107% 52% crt0 18% 18% 19% 18% 2% crn 25% 32% 31% 34% 0% cy12 28% 48% 30% 37% 20% cy13 7% 5%
Slide 4: Market Cap - No Consistent Winner
MARKET CAP - No Consistent Winner No market capitalization is a sure shot winner at all points Spread between Best and Worst Index denotes the opportunity lost by investors by not switching in time between market caps Large capitalization stocks have historically offered a better downside protection
Slide 5: Different Sizes offer Different Benefits
Different Sizes offer Different Benefits Growth Consistency =——— > Access to Funding —_—_—_—> Pricing Power _— Market Liquidity _ i 0 Ho SMALL LARGE COMPANIES COMPANIES Management Dependency Scope of Innovation Growth Potential ——— i i i Opportunity to Specialise NT TT
Slide 6: SEBI Fund Classification offers Flexibility
06 SEBI Fund Classification offers Flexibility SEBI has recently provided a clear mandate which funds in each category must follow. It has also differentiated stocks in their respective market cap category and funds are required to review their portfolio every month to ensure they are in accordance
Slide 7: Right Stocks In Every Situation
Right Stocks In Every Situation Introducing SHRIRAM MULTICAP FUND (An open ended equity scheme investing across large cap, mid cap, small cap stocks)
Slide 8: Investment Philosophy & Principles
Investment Philosophy & Principles Our investment philosophy is centred around the belief that an investor values steady market-beating returns more than returns that oscillate between the top-quartile in good times and the bottom-quartile in bad times. L Investing with a long-term perspective Selec
Slide 9: Investment Approach (Equity)
Investment Approach (Equity) Top Down Approach SECTOR * Good Ecomonics * Size of Opportunity * Regulatory Challenges * Porter's 5 Forces COM PANY * Product & Service Quality * Reasonable History of Operations « Return Ratios, Cost Structure, Leverage, etc. * Performance vs. Peers MANAGEMENT, + Integ
Slide 10: Portfolio Construction
10 Portfolio Construction Listed Universe Quality Filter Investible Universe Price Filter Investible Universe at Good Value Sector View Benchmark Weight Diversification Overlay Portfolio * Portfolio constructed with a view to select best possible companies and best possible prices ¢ Portfolio constr
Slide 11: Fund Facts
Fund Facts Scheme Name Shriram Multicap Fund NFO Dates 7th September, 2018 to 21st September, 2018 Investment Objective The primary investment objective of the scheme is to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equi
Slide 12: Performance Data of Schemes
Performance Data of Schemes SHRIRAM HYBRID EQUITY FUND Managed by Mr. Kartik Soral & Ms. Gargi Bhattacharyya Banerjee Returns of Regular Plan - Growth Option as on July 31, 2018 Date of inception: 29-Nov-2013 NAV as on 31-July-2018 Rs. 16.6467 Benchmark Value of Investment of Rs.10000 NAV (Rs.) Sche
Slide 13: Disclaimer
Disclaimer Returns as on 31st July, 2018. The returns are Compounded Annual Growth Returns (CAGR) for the past 1 year, 3 years & since inception and simple annualized for less than 1 year. Different plans shall have a different expense structure. The performance details provided herein are of regula
Slide 14: Shriram AMC - Investment Team
14 Shriram AMC - Investment Team ¢ Mr. Kartik Soral , CFA - Senior Fund Manager Mr. Kartik Soral serves as the Senior Fund Manager of Shriram Mutual Fund having an experience of more than 9 years in his professional career. Mr. Soral is a PGDM from IIM Ahmedabad and B.Tech in Chemical Engineering fr
Slide 15: Shriram AMC - Team Profile
15 Shriram AMC - Team Profile ¢ Mr. Rohit Kumar Chawda - Chief Operating Officer Mr. Chawda has an experience of 24 years in various domains like Risk, Compliance, Accounts, Operations and Client servicing. He has served under capacities such as Director, Chief Operating Officer and Sr. Vice Preside
Slide 16: Summary
SHRIRAM Mutual Fund S u mM mM a ry NURTURING TRUST, SHAPING DREAMS * No one market cap has emerged winner at different points of time ¢ Each market cap universe offers different investment flavors ¢ Multi-cap funds offer better flexibility when compared to other Equity fund options ¢ Shriram AMC's i
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