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Portfolio Composition Our Offering India Expected to Be a $4.5 Trillion Economy by 2025

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Portfolio Composition Our Offering India Expected to Be a $4.5 Trillion Economy by 2025 Content Equity – The Preferred Portfolio Strategy Asset Class About NDPMS Track Record Portfolio Composition Our Offering India expected to be a $4.5 Trillion Economy by 2025 1. Indian economy grew 2x in 6 year period from 2000 to 2006 2. The next 2x growth came in following 7 year period from 2006 to 2013 3. The economy is expected to propel 2.4x in the next 12 years period from 2014 to 2025 About NDPMS – Non Discretionary Portfolio Management Service Portfolio Management with an institutionalized process of stock picking and investment solutions with customer consent Non Discretionary One of its kind proposition of creating equity Portfolio portfolio, with an objective of long term wealth Management creation and short term income generation Services Complete transparency in stock pick, backed with strong Research Vision 2020: Portfolio Composition 20 focused stocks with Long Term strategy Max. 20% Portfolio with Short Term strategy up to 12 months 20 Sectors of BSE 200, extensively screened Stock selected with a visibility of 3 years NT: Number of stocks and strategy will depend on Long Term strategy of the Portfolio ‘Vision 2020’ Portfolio Management Strategy • Stocks which create the foundation of a Portfolio • Primarily high Market Capitalization with strong fundamentals • Few examples of Core stocks: HDFC Bank, Reliance Industries, HUL, Larsen and Toubro etc. CORE • Stocks which have ‘high growth’ opportunity in the Long term • These could be stocks which can become next Large Cap or Midcap • Few examples of Growth stocks: IndusInd Bank, ICICI Bank, Britannia Industries, Shree GROWTH Cement etc • These are stocks which will generate absolute return ALPHA • Few examples of Alpha stocks: Bata India, State Bank of India, APL Apollo etc. Vision 2020: Guiding Parameters for Stock Selection Market Cap > Rs.8000 crore ; Free Float Market Cap > Rs.2000 crore EPS CAGR for next 2 year > 15% and increasing Current ROE > 15% (and preferably should move upwards in next 2 years) Focus on Cash flows – Positive Operating Cash Flow and Free Cash Flow Debt to Equity ratio < 1.0 Stock Selection MANTRA M Strong Market Share Traction A Strong Competitive Advantage C Should have free Cash-flow R Healthy Return Ratios O Huge Opportunity Size S Sustainable Business Model Portfolio Performance Fund Name 1M 3M 6M 1Y 2Y 3Y 5Y Since Inception Vision 2020 0.09% -15.58% -20.03% -16.99% -8.11% -1.70% 2.80% 13.70% Outperformance Vs BSE 200 -0.37% -1.21% -0.09% 1.55% -1.57% -0.88% 0.07% 0.48% Benchmark BSE 200 0.45% -14.37% -19.94% -18.54% -6.54% -0.82% 2.72% 13.22% Data as on 31st May, 2020 ‘Vision 2020’ : Key benefits Quarterly portfolio Strong Track Record: Portfolio review with fund Portfolio return since diversification to management team, inception of 13.7% Round the clock provide a right for investments of CAGR Vs BSE 200 13.2% portfolio access balance between risk st INR 1 Crore and as on 31 May, 2020 and returns above Customer consent for Portfolio Long term wealth each trade execution customization based creation and short on customer term income strategy preference* * Subject to research coverage Robust Process for Portfolio Execution Portfolio Management team generates investment ideas Investment ideas are shared with the customer through email with rationale of investment Post customer confirmation, trades are executed in customer’s account Portfolio of each customer is monitored by the Portfolio Management team Deployment of Fund is done in a phased manner and realignment of Portfolio as per changing market conditions Wealth Creation: Case in Point 230 210 190 170 150 130 110 90 70 Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 Dec-19 KOTAK MAHINDRA HDFC Bank BANKEX Index . With an eye on the macro-economic indicators and growth drivers, our conviction on private sector banks with good retail exposures have helped to generate superior returns over broader Banking index. We expect private banks and select public sector banks to be the biggest beneficiaries of the on-going economic revival. Source: bseindia.com, Values rebased to 100, data as on 31st Dec, 2019 Wealth Creation: Case in Point 350 310 270 230 190 150 110 70 Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 Dec-19 RELIANCE INDUSTRIES BSE 200 INDEX . Reliance Industries Limited (RIL), the flagship company of Reliance Group, is a significant global player in the integrated energy value chain and has dominant share in retail and digital services in India. The company is expected to unlock opportunities from the listing of Retail and Jio business. Source: bseindia.com, Values rebased to 100, data as on 31st Dec, 2019 Wealth Creation: Case in Point 195 175 155 135 115 95 75 Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 Dec-19 HOUSING DEV FIN BSE200 Index . We believe the major drivers for the housing finance industry such as a large population with a favourable demographic profile, increasing urbanisation, nuclearisation of families and demand-supply mismatch remain intact. HDFC Ltd is the largest mortgage financer in India with a huge loan book size and the entire gamut of financial services businesses like Banking, life insurance, asset management, general insurance and rural financing. HDFC continues to deliver loan growth much ahead of industry growth rates with the best in class asset quality. Source: bseindia.com, Values rebased to 100, data as on 31st Dec, 2019 Wealth Creation: Case in Point 195 175 155 135 115 95 75 Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 Dec-19 ASIAN PAINTS LTD S&P BSE Cons. Disc. With rising disposable incomes, growing preferences of the consumer and urbanization, the demand for Home improvement products is on the rise. We believe paint companies will be key beneficiaries of reforms like GST, rural housing, sanitation etc. Asian Paints Ltd is the industry leader in the decorative paint segment with 53% market share. With the best laddered portfolio in the India paint industry and the strongest supply chain, we believe APNT to maintain its competitive advantage and strong growth visibility going forward as well. Source: bseindia.com, Values rebased to 100, data as on 31st Dec, 2019 Pricing- Minimum corpus of INR 50 lakh Brokerage Charged per transaction (excluding GST and other Statutory taxes) 0.5% Setup fee Applicable on initial /subsequent fund or stock transfer Nil Mgmt fee Charged Quarterly on the Equity Portfolio 0.5% per quarter 1st Year- 3.00% Applicable on corpus out value/withdrawals 2nd Year- 2.00% Exit 3rd Year- 1.00% Load Note: Refer agreement for ‘terms and conditions’ Key Person Vinod Bangera, Fund Manager of NDPMS Vinod is a Chartered Accountant and a Cost Accountant with almost 20 years of experience in the equity market. He started his career as a research analyst with M/s. K.R. Choksey & Co., a leading domestic research based equity broking organization. Thereafter, for 9 years, he was with IL&FS Investsmart Securities Ltd. managing discretionary equity portfolios of Individual and Corporate clients under the Portfolio Management Scheme. Vinod joined Axis Bank in the year 2008 as the Fund Manager of NDPMS and continues to head as the Fund Manager of NDPMS at Axis Securities Limited. Steps to Enroll Key documents Agreements Accounts to be opened To be executed to be signed . Bank Account (PMS) . Risk Disclosure Document . Demat A/C . Corpus in letter . NDPMS Agreement . PIS Account (If NRI) . 3 in 1 account Portfolio Composition: Scrip name Weight Reliance Industries 6.4 Kotak Mah. Bank 6.2 HDFC Bank 6.2 30-Jun-19 29-May-20 Larsen & Toubro 5.9 Sector BSE 200 Actual Asian Paints 5.9 Bank/Finance 36.4 31.3 H D F C 5.5 Consumer 12.0 21.8 Infosys 5.4 Industrial 4.2 5.9 ICICI Bank 5.3 Automobile 6.1 11.2 Britannia Industries 4.6 Oil & Gas 10.4 6.4 Biocon Ltd 3.9 Others 3.7 0.0 Shree Cement 3.8 Info. Tech. 11.6 5.4 HDFC Stan. Life Ins. Comp. 3.8 Cement 2.3 3.8 Bajaj Auto 3.6 Healthcare 4.5 6.8 Bharti Airtel 3.3 Metals, Metal Products & Mining 3.0 2.2 Sun Pharmaceuticals 2.9 Construction 0.2 0.0 Titan Company 2.6 Power 2.2 0.0 State Bank of India 2.5 Realty 0.4 0.0 Eicher Motors 2.3 Category Weight Retailing 1.4 0.0 Indusind Bank 1.7 Large Cap 82.0 Telecom 1.6 3.3 VBL 4.2 Mid Cap 14.0 Cash 0.0 1.8 Minda Industries 3.5 Small Cap 2.2 Total 100.0 100.0 Crompton Greaves CE 2.6 Bata India 1.9 Ashok Leyland 1.9 APL Apollo Tubes 2.2 Disclaimer The material / information enclosed / provided herein are merely being provided by Axis Securities Limited (ASL) as information to the Client without any obligation. The material / information contained herein is strictly confidential and meant solely for the selected recipient and may not be altered in any way, transmitted to, copied or distributed, in part or in whole, to any other person or to the media or reproduced in any form, without prior written consent. The material and information herein is solely for informational purpose and may not be used or considered as an offer document or solicitation of offer to buy or sell or subscribe for securities or other financial instruments. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information and material contained in this document.
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