august 2018
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August 2018 Note: To know more about the Sponsor PPFAS Pvt - PowerPoint PPT Presentation

August 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


  1. August 2018

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

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

  4. ● 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

  5. 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

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  7. Upside & Downside Capture Ratio

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