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Axis Global Innovation Fund of Fund (An Open Ended Fund of Fund Scheme Investing in Schroder International Selection Fund Global Disruption) Product Structure

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Axis Global Innovation Fund of Fund (An Open Ended Fund of Fund Scheme Investing in Schroder International Selection Fund Global Disruption) Product Structure Advantages of Global investing Reduced risk Exposure Better risk to growth/ adjusted opportunities return 2 Exposure to growth/ opportunities Opportunity to invest in themes not available in India • India has ~5,000 companies listed on the exchange but accounts for only about 3% share of world’s market capitalization. • Global markets are home to companies of a global stature with the kind of scale, customer base, network effect and competitive moat that very few Indian companies can achieve of emulating, in the near term. • Sunrise sectors like electric vehicles, AI, renewables are not present or are limited in India. • These are the leaders of the new economy and can be the future giants. Source: Bloomberg, Axis AMC Research. Data as on 31st March 2021. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of illustration only and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. 3 An opportunity to capture the value created by disruptive growth Disruption is all Disruption begets Disruptive growth is an around us and innovation, opportunity for accelerating innovation investors to capture creates disruption significant value creation over time 4 Tech power grows exponentially Virtuous circle of convergence and self-improvement drives Tech ‘hockey stick’ ‘2 x every 2 years’ Moore’s Law extending beyond semi-conductors IoT Robotics Artificial Intelligence Blockchain Quantum Memory Bandwidth computing Platforms Social media PC Internet Power Connectivity 1980 1990 2000 2010 2020 2025 Software Source: Accenture. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of illustration only and should not be construed as recommendation. The fund manager(s) of underlying fund may or may not choose to hold the stock mentioned, from time to time 5 Technology Transformation COVID has accelerated the adoption of new technologies Education technology Big data and AI 5G infrastructure Cybersecurity Cloud computing Semiconductors Data centers Health tech Quantum computing Video streaming Urban vertical farming Technology eSports Accelerating Autonomous vehicles eCommerce Robots and automation Smart cities Source: BofA Global Research. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of illustration only and should not be construed as recommendation. The fund manager(s) of underlying fund may or may not choose to hold the stock mentioned, from time to time 6 Faster innovation cycles raising the bar on ‘survival of the fittest’ Actual and forecast average company lifespan on the S&P500 1967–2027 12 years Forecasted average company lifespan on the S&P 500 in 2027 Source: Innosight, 2018 Corporate Longevity Forecast: Creative Destruction is Accelerating. 7 Diversified approach across 9 sub-themes Material disruptive change Fintech Digitalisation E-commerce Environmental Healthcare New Consumer Communications Food and Water Automation Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of illustration only and should not be construed as recommendation. The fund manager(s) of underlying fund may or may not choose to hold the stock mentioned, from time to time 8 Disruptive businesses aren’t the only prospect There are opportunities and pitfalls across the value chain Disruptor Enabler Adaptor Denier The source, or The conduit The positive The incumbent going cause of innovative for change respondent down/losing ground disruption Nokia couldn’t match competition Source: Schroders, as at 31 December 2020. 9 Healthcare Vaccine boost Disruptor Enabler Adaptor BioNTech illumina AstraZenca Source: Schroders. The Scheme shall invest in Schroder International Selection Fund Global Disruption (‘Underlying Fund’) and shall not hold stocks directly in its portfolio. The Underlying fund consist of diversified portfolio of foreign securities and may or may not choose to hold stocks mentioned above. A case study for illustration purpose only. Not intended as advise/ recommendation. The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be construed as any research report/recommendation to buy/ sell/ hold. The Fund manager may or may not choose to have any future position in these sector(s)/ stock(s)/ issuer(s). For details of portfolio holding of the underlying fund as on December 31, 2020 kindly visit our website (Click Here). 10 Energy transition Looking across the renewables spectrum Disruptor Enabler Adaptor Vestas Alfen Iberdrola Source: Schroders. The Scheme shall invest in Schroder International Selection Fund Global Disruption (‘Underlying Fund’) and shall not hold stocks directly in its portfolio. The Underlying fund consist of diversified portfolio of foreign securities and may or may not choose to hold stocks mentioned above. A case study for illustration purpose only. Not intended as advise/ recommendation. The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be construed as any research report/recommendation to buy/ sell/ hold. The Fund manager may or may not choose to have any future position in these sector(s)/ stock(s)/ issuer(s). For details of portfolio holding of the underlying fund as on December 31, 2020 kindly visit our website (Click Here). 11 Fintech Is Blockchain the next link? Disruptor Enabler Adaptor Square Visa J.P. Morgan Source: Schroders. The Scheme shall invest in Schroder International Selection Fund Global Disruption (‘Underlying Fund’) and shall not hold stocks directly in its portfolio. The Underlying fund consist of diversified portfolio of foreign securities and may or may not choose to hold stocks mentioned above. A case study for illustration purpose only. Not intended as advise/ recommendation. The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be construed as any research report/recommendation to buy/ sell/ hold. The Fund manager may or may not choose to have any future position in these sector(s)/ stock(s)/ issuer(s). For details of portfolio holding of the underlying fund as on December 31, 2020 kindly visit our website (Click Here). 12 Enabler Semiconductor: The lifeblood of digital age Technological progress is dictated by semiconductor progress TSMC Samsung Electronics Texas Instruments • World’s largest and leading • World’s 2nd largest technology • Leader in analog pure play semiconductor company by revenue, #8 World's semiconductor industry with foundry. Most Valuable Brands 2020: over 80,000 analog IC’s and Forbes embedded processors. • Key supplier to marquee customers like Apple, AMD, • It’s a leader in B2B/C • Storied firsts: First Commercial Nvidia, Qualcomm. components such as lithium-ion Silicon Transistor, Integrated batteries, mobiles, Circuit, Speech Processing semiconductors, image sensors, camera modules and displays. Consumer Enables IT Industry E-Commerce Electronics Market Size 3 Tn+2 5 Tn+3 29 Tn+4 Global Market $500Bn+1 Source: Forbes, Company data, as at 31 March 2021. Data updated as on 31st March, 2021.1, Source: Deloitte, Statista, Fortune Business Insights. Data as on Mar 2021,2. Source: Persistence Market Research. Data as on April 20203, Source: CompTIA. Data as on November 2020,4 Source: UNCTADThe Scheme shall invest in Schroder International Selection Fund Global Disruption (‘Underlying Fund’) and shall not hold stocks directly in its portfolio. The Underlying fund consist of diversified portfolio of foreign securities and may or may not choose to hold stocks mentioned above. A case study for illustration purpose only. Not intended as advise/ recommendation. The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be construed as any research report/recommendation to buy/ sell/ hold. The Fund manager may or may not choose to have any future position in these sector(s)/ stock(s)/ issuer(s). For details of portfolio holding of the underlying fund as on December 31, 2020 kindly visit our website (Click Here). 13 Disruptor On-line payments: Finance meets high tech Payments companies that revolutionized p2p money transfer, e-commerce, mobile and point-of-sale Adyen Paypal Square • One of the world’s largest and • #67 World's Most Valuable • Founded by Twitter fastest growing payment Brands 2020: Forbes Co-Founder gateway • 202 markets • Also owner of Tidal (Audiophile • 23 Global Offices Music Streaming) • 377 million active accounts • 62.4% CAGR 5 Year Revenue • 49.6% CAGR 5 Year Revenue Growth • 18.3% CAGR 5 Year Revenue Growth Growth Global Market Scalable High Growth $21tn+1 Global Platforms Growth in a Growth industry Source: Company data, as at 31 December 2020. Revenue data in USD. 1The Nilson report – Total Global Card Purchases in 2016 The Scheme shall invest in Schroder International Selection Fund Global Disruption (‘Underlying Fund’) and shall not hold stocks directly in its portfolio. The Underlying fund consist of diversified portfolio of foreign securities and may or may not choose to hold stocks mentioned above. A case study for illustration purpose only. Not intended as advise/ recommendation. The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be construed as any research report/recommendation to buy/ sell/ hold. The Fund manager may or may not choose to have any future position in these sector(s)/ stock(s)/ issuer(s). For details of portfolio holding of the underlying fund as on December 31, 2020 kindly visit our website (Click Here). 14 Disruptor Entertainment Redefined The mindshare and timeshare of everyone’s life has been changed forever Netflix Activision Blizzard Spotify • Netflix is a Global OTT platform as • One of the most successful • Leading Audio and media well as a production house with standalone interactive Streaming Service, Instead of a Netflix Original content entertainment and gaming fixed price per song or album sold, • Operational in 190 countries with corporations Spotify pays royalties based on the 204 Mn subscribers globally • Known for Games like Candy number of artist streams as a • 86.4% CAGR 5 Year EPS Growth Crush, Call of Duty, World of proportion of total songs streamed.
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