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