Unnati Investment Window - Presentation

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Transcript of Unnati Investment Window - Presentation

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Unnati Investment Management and ResearcInvestment Window Launch for PG ‘15- ‘1 !atch

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What we do!

SectoralResearch

Stock Selections

InvestmentPresentations

InvDi

Total Assets Under Management: Rs. 28,32,613Mutual Funds: Diversifed and Mida! "unds

#e$tors $overed: 11 %unior #e$urit& Anal&sts: 21#enior #e$urit& Anal&sts: 11

'nvestment oordinators: (2

Diversifed Fund#to$)s invested in: 3(

 Assets under management: Rs. 13,2*,+Mida! Fund#to$)s invested in: 38

 Assets under management: Rs. 13,+3,(

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Why Equities!

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+avings ,ccount %. /i0ed epos its '.

23uities 15.

Returns on Rs. 2"""#$ in 2% years

Returns on Rs. 2"""#$ & %' (

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Why Invest ,ow!

GP growth rate in /415- (.$ *astest

)rowin) ma-or economy in the world

6urrent Me7tdown in due to G7o!a7 se77ing

and /oreign Investors pu77ing !ac8 which

will not aect the *undamentally )ood

stocks in the 7ong run

,s per Ramesh amani- 9the ongoing

me7tdown in the mar8et is a )reat

o((ortunity to /uy some )ood

/usiness:

Whether there is foreign se77ing or whether

there is !earish mar8et$ markets are

ultimately slave to earnin)s

;ig ;ooste0pected in

Union ;udget

0usiness 1riendlyovernment

ow Interest Rates

Impetus to economicgrowth and 6orporate

2arnings

D

20pgrow

1allin)

UnmiPositive

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What is a 5utual 1und6• , mutua7 fund is a poo7 of funds co77ected !< investors for the purpose of investing in assets to e

on such investment•

Mutua7 funds invest in a variet< of assets !e7onging to various sectors

hy invest in a 5utual 1und6

• iversi=es the ris8 !<investing in varioussectors

• Professiona7Management Research

• Reduced transactioncosts for investors

Why 5utual 1unds

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8'

28'

%'9'+'

'+'

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,uto ? ,uto ,nci77iaries

;an8ing$ /inancia7 +ervices ?Insurance

6hemica7s$ /erti7i@ers$ ,gricu7ture? +ugar

/M6G$ 6onsumer Products$ Retai7? ;reweries

IA$ IA2+$ Ae7ecom and Media

Meta7s$ 6ement$ Paper ?6ommodities

Bi7 ? Gas

Pharmaceutica7s ? Cea7thcare

Power ? 6apita7 Goods

Unnati iversi=ed

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Unnati Midcap

;llocation to*unds

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Why <nnati!

iversi=ed Mid6ap

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:%""

2%""

Invested % <ears 7ater

)5. 115.

=ime (eriod> + years

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Why <nnati!

PG11 PG1& PG1(

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Why <nnati!

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Why <nnati!

&)&%.

&%'5.

Risk$Return ;nalysis $ 5id@a( C3 years

&5#1.

1''5.

Risk$Return ;nalysis $ Diversi?ed C

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InvestmentWindow

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Date> Eanuar< &-&)$ &#1*5inimum Investment imits> Rs 1### Rs. +(( ea$- in Diversifed and Mida!5odes o* (ayment> 6ashF6he3ueFBn7ine Aransfer

 Aime and enue wi77 !e communicated 7ater

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Unnati Investment Management and ResearcInvestment Window Fanuary 28$2: 2"7

Ga((y Investin)!