Edelweiss Financial Services Limited · NSE:EDELWEISS
Edelweiss Financial Services — Corporate Update (January 2022)
17 slides from Edelweiss Financial Services's corporate update, Jan 31, 2022
Slide 1: Exchange filing cover letter: Update on Mutual Fund Business
EW/Sec/2022/18 January 31, 2022 BSE Limited National Stock Exchange of India Limited P J Towers, Exchange Plaza, Dalal Street, Fort, Bandra Kurla Complex, Bandra (E), Mumbai – 400 001. Mumbai – 400 051. Scrip Code: 532922 Symbol: EDELWEISS Dear Sir/Madam, Sub: Update on Mutual Fund Business Please f
Slide 2: Mutual Fund Business Update
Mutual Fund Business Update oO Edelweiss Ideas create, values protect
Slide 3: Indian MF industry is underpenetrated with significant headroom for growth
Indian MF industry is underpenetrated with significant headroom for growth MF Industry AuM and % of GDP Indian MF Industry Assets (INR Lakh Cr.) Country AuM % of GDP ( INR lakh cr ) 50 US 1,328 119% 38 UK 143 73% Japan 135 36% China 150 14% 10 Korea 45 30% India 38 15% 2015 2021 2025 Underpenetrated
Slide 4: Edelweiss has been among the fastest growing AMCs over the last 5 years
Edelweiss has been among the fastest growing AMCs over the last 5 years… AuM growth (INR Cr.) Mutual Fund Industry Rank 82,000 14 14 15 15 55,000 17 20 28,000 23 17,000 17,500 6700 FY17 FY18 FY19 FY20 FY21 FY22TD FY18 FY19 FY20 FY21 FY22TD Edelweiss has grown at a CAGR of 65% vs 17% for the industry
Slide 5: Equity franchise seeing consistent flows and increasing market share
…with an equity franchise seeing consistent flows and increasing market share MF equity AuM (INR Cr.) MF equity net sales (INR Cr.) 6,650 19,192 3,580 10,561 4,113 1,590 4,014 960 2,477 629 FY18 FY19 FY20 FY21 FY22TD FY18 FY19 FY20 FY21 FY22TD MF equity net sales market share (%) SIP book growth (IN
Slide 6: A growing fixed income franchise driven by leadership in debt passives
And a growing fixed income franchise driven by leadership in debt passives Debt AuM Market share % 1.2% 0.8% 0.8% 0.6% 0.5% 58,450 39,550 9,060 7,385 18,760 FY18 FY19 FY20 FY21 FY22TD Key Milestones 2019 2019 2021 Today Awarded mandate Launched Bharat Launched We manage ~50K Cr. for India’s 1st Bond
Slide 7: Over the last 5 years, we have focused on building a quality platform
Over the last 5 years, we have focused on building a quality platform 1 Solution-oriented product innovation ahead of competition 2 Consistent performance of our flagship products 3 Significant expansion in our distributor and customer base 4 Customer-driven marketing that has helped build investor
Slide 8: Solution-oriented product innovation ahead of competition
1 Solution-oriented product innovation ahead of competition Balanced Adv. Fund 5th largest fund in the category with five-star rating Equity Funds Innovation in equity funds through partnerships with MSCI, JP Morgan Thematic Funds Unique thematic funds like IPO fund, China fund, etc. Debt Passive Fu
Slide 9: Our flagship products have shown steady performance
2 Our flagship products have shown steady performance Performance % Value Research Scheme Name Particulars 3 Year 5 Year Rating Edelweiss Balanced Rolling returns 10.1% 10.5% Advantage Fund % of time in quartile 1 or 2 100% 100% Edelweiss Arbitrage Rolling returns 6.1% 6.1% Fund % of time in quartil
Slide 10: Significant expansion in our distributor and customer base
3 Significant expansion in our distributor and customer base Monthly average active mutual fund distributors Investor folio growth (in lakhs) 9.2 3,880 5.5 2,250 1,665 3.4 1,200 2.3 1.3 340 FY18 FY19 FY20 FY21 FY22TD FY18 FY19 FY20 FY21 FY22TD Edelweiss products are distributed by almost all major p
Slide 11: Customer-driven marketing that has helped build investor confidence
4 Customer-driven marketing that has helped build investor confidence Digital Konnect Advice Zaroori Hai Delivering knowledge Reinforcing importance of via technology investment advice Podcasts Open House, Twitter Spaces Book summaries Konnect Klassroom Providing investment Regular customer engageme
Slide 12: Unique digital initiatives to improve customer experience
5 Unique digital initiatives to improve customer experience Edelweissmf.com Einvest Mobile App Informative experience with one Android and iOS based of the shortest customer mobile application transaction journeys CRM Edelweiss Galaxy Comprehensive CRM Distributor transaction for customer service po
Slide 13: Our strategy going forward
Our strategy going forward Expand equity business Build equity business with consistent product performance Leadership in debt passives Innovative ideas in passive fixed income space Customer experience via technology Strengthen customer outreach and deliver delightful experience via tech Building d
Slide 14: The business will see growth and operating leverage
The business will see growth and operating leverage Growth with operating leverage Growth Phase Investment Phase 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 13
Slide 15: And create long term value
And create long term value How we see the future 10 3X Be among the Growth in top 10 AMCs in India our AuM 10,000+ 30 lakh+ Active distribution base Customer base 14
Slide 16: Summary
Summary 1 Large and structural growth opportunity for mutual funds in India 2 Among the fastest growing AMCs over the last 5 years 3 Solution oriented products, distribution and engagement have driven growth 4 Aspire to be among the top 10 AMCs in India 5 Expect to see significant growth and operati
Slide 17: Safe Harbour
Safe Harbour This document may contain certain forward - looking statements, which are tentative, based on current expectations of the management of Edelweiss Asset Management Ltd (“EAML”). The results in future may vary from the forward-looking statements contained in this document due to various r
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