Shriram Asset Management Co. Ltd. · BSE:SRAMSET
Shriram Asset Management — Investor Presentation (December 2018)
20 slides from Shriram Asset Management's investor presentation, Dec 17, 2018
Slide 1: Shriram Long Term Equity Fund
SHRIRAM NURTURING TRUST, SHAPING DREAMS SHRIRAM LONG TERM EQUITY FUND Riskometer This product is suitable for investors who are seeking*: NFO OPENS: + Long term capital appreciation with a 3 years lock in and DECEMBER 17, 2018 tax benefit «Investment in diversified portfolio of predominantly Equity
Slide 2: What is Section 80C of Income Tax Act, 1961?
What is Section 80C of Income Tax Act, 1961? Section 80C of Income Tax Act, 1961, has certain provisions for claiming income tax deductions. According to this, certain types of investments are eligible for tax deduction. @ These tax benefits can be claimed by individuals as well as HUF @ A deduction
Slide 3: 80C Available Investment Option
80C Available Investment Option Available Minimum Option Investment Lock In Returns Taxability ELSS 500 3 Years Market LTCG PPF 500 15 Years 8.00% qaterest NSC 100 5 Years 7.60% interest Berke | roc | sveors | casn | Se ULIP 5 Years Market Source: For PPF http://www.ppf-account.in/ https://www.ppf-c
Slide 4: What is ELSS?
What is ELSS? ELSS, or Equity Linked Savings Scheme, is a type of open-ended mutual fund offering that provides investors the opportunity of wealth creation by investing into equity while also including tax saving benefits. ) Dual Benefits: Investment Growth through Equity as well as Tax Saving Comp
Slide 5: Why ELSS? Superior Returns
Why ELSS? ( Superior Returns ] Of the options available to you, ELSS or tax-saving funds are the smartest investment options for the long term. @ Asset Class Advantage: An ELSS invests heavily in equities. Historically, equity is the best asset class for generating inflation-beating returns. @ Debt-
Slide 6: Comparison - Equity Market Returns, PPF, Bank FD from 1987 to 2018
Comparison - Equity Market Returns, PPF, Bank FD from 1987 to 2018 (assuming Rs 100 invested in Apr 1,1987) 8000 7000 6000 5000 4000 3000 2000 1000 — 0 Bn waOoer Ni mMeetnH ODO RwAHAHeEeeE NwmMeHtTH KOO RAKHAHT KE NOM HtTH OR x<eexeeeaegaegeegeeeegegegqgersgegegegeeeetKRPFEEEERLEQVEsE >PrtpErttrt tt
Slide 7: Why ELSS? Falling Yearly Rates of Return of FD and PPF
Why ELSS? Falling Yearly Rates of Return of FD and PPF from 1988 to 2018 14.00% 13.00% 12.00% 11.00% 10.00% 9.00% 8.00% 7.00% 6.00% 5.00% 4.00% & PPS HB? OP FP? OS PP PS MH PP PPV PP VO? Wh WO AV CLS SPIELE EE EE EESESEEEEEESEEESEEEEE —— FD —— PPF FY= Financial Year Data Source: For S&P BSE Sensex w
Slide 8: Why ELSS? Tax Savings
Why ELSS? ( Tax Savings ] @ As per Section 80C of Income Tax Act, 1961, a deduction of upto Rs 1.5 lakhs per year can be claimed from Total Income. @ On instruments such as the NSC and tax-saving deposits the interest earned is taxed. It is only the principal that enjoys tax deductions. In ELSS, aft
Slide 9: Why ELSS? Better Liquidity
Why ELSS? ( Better Liquidity | Instrument PPF EPF NSC NPS ULIP ELSS Lock-In 1Syears | Termof | Syears Until 5years | 3 Years Period (Conditional | Service | ormore | Investor | or more Withdrawal) Turns 60 (Surrender (Conditional Charges) Withdrawal) @ Beyond lock-in, you can redeem part or whole of
Slide 10: Why ELSS? Ideal For Long-Term Goals
Why ELSS? ( Ideal For Long-Term Goals ) Long-term wealth creation plan a Children’s Education @ Future Goals @ Retirement Plans ( Active Management } Active management ensures that returns remain promising despite market conditions. It helps to Exploit Trends and Manage P P : ©) Opportunities %) Vol
Slide 11: Introducing Shriram Long Term Equity Fund
Introducing SHRIRAM LONG TERM EQUITY FUND (An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 Years and Tax Benefit) *y SHRIRAM
Slide 12: 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 Payin
Slide 13: Investment Approach (Equity)
Investment Approach (Equity) Top Down Approach SECTOR * Good Ecomonics * Size of Opportunity * Regulatory Challenges * Porter's 5 Forces COMPANY * Product & Service Quality * Reasonable History of Operations * Return Ratios, Cost Structure, Leverage, etc. * Performance vs. Peers MANAGEMENT * Integri
Slide 14: Portfolio Construction
Portfolio Construction Listed Universe Quality Filter Investible Universe Price Filter Sector View Benchmark Weight Diversification Overlay Portfolio * Portfolio constructed with a view to select best possible companies and best possible prices * Portfolio constructed keeping end investor in mind -
Slide 15: Fund Facts
Fund Facts Scheme Name Shriram Long Term Equity Fund NFO Dates 17th December, 2018 to 18th January, 2019 Investment Objective The primary investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity relate
Slide 16: Performance Data of Other Schemes
Performance Data of Other Schemes SHRIRAM HYBRID EQUITY FUND Managed by Mr. Kartik Soral & Ms. Gargi Bhattacharyya Banerjee Returns of Regular Plan - Growth Option as on October 31, 2018 Date of inception: 29-Nov-2013 AUM as on 31-October-2018: Rs. 43.49 Crores NAV as on 31-October-2018 Rs. 15.7952
Slide 17: Disclaimer
Disclaimer As per SEBI circular no. SEBI/HO/IMD/DF3/CIR/P/2018/04 dated Jan 04, 2018. In benchmark Nifty value taken as Total Return Index value Returns as on 31st October, 2018 The returns are Compounded Annual Growth Returns (CAGR) for the past 1 year, 3 years & since inception and simple annualiz
Slide 18: Shriram AMC - Investment Team
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 from
Slide 19: Shriram AMC - Team Profile
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 President
Slide 20: Shriram Mutual Fund
SHRIRAM Mutual Fund NURTURING TRUST, SHAPING DREAMS Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Website: www.shriramamc.com | Ph: +919875630897 f /shriramamc (WH @ShriramMF
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