August 2018

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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