SlideShare a Scribd company logo
1 of 7
SmartEdge Plus
For Internal Circulation Only
What is SmartEdge Plus?
 Research backed investment ideas based on
investment theme selected by client
 Offers well diversified investment ideas as per
customers’ chosen theme
 Disciplined and Process driven research approach to
avoid human bias in stock
 Enables worry free investing as picking the good
stocks, monitoring the same and re-balancing
suggestions are now our responsibilities
 Non-discretionary in nature. Client has complete
control on execution as research recommendations
are sent for client prior approval
• Minimum Investment: Rs.
2,00,000
• Flat subscription fees of Rs
4,999 + GST (18%) for one
year
• No additional fees on Top-ups
• Minimum Top –Up is 50000
and there after multiples of
5000
• Brokerage charges as per
parent account brokerage
plan
Who Should Invest?
 Investors and positional traders with investible surplus of Rs 2 lakhs or more with
investment horizon of minimum 1 year
Benefits:
1. In Depth Analysis: Short-listing of stocks based on analysis of more than 500 data
points to invest in companies with good quality, valuation & financial trends and
technical.
2. Unbiased Investment ideas: Disciplined and Process driven approach to avoid
human bias in the investment process
3. Personalized recommendations: Customized investment ideas created as per
customers chosen theme, time and Investment amount
4. Transparency: Orders executed only after receiving consent
5. Start small: Flexibility to start investing with corpus as low as Rs 2 Lakhs
6. Diversification: Well diversified investment ideas across quality Large, Mid and
Small cap stocks in optimal proportion
7. Convenient tracking: Option provided to track SmartEdge Plus investment
separately
8. Exit Load: No exit load upon withdrawal
SmartEdge Plus Portfolio Comparison vis-à-vis Benchmark
Period
Portfolio
returns
Benchmark
returns
Vs Benchmark
1 Month 5.2% 6.8% -1.6%
3 Months 24.2% 8.2% 16.0%
6 Months 47.9% 22.7% 25.2%
1 Year 117.7% 66.5% 51.2%
Inception 117.4% 47.1% 70.3%
Period
Portfolio
returns
Benchmark
returns
Vs Benchmark
1 Month 6.3% 6.7% -0.3%
3 Months 18.8% 7.5% 11.3%
6 Months 35.0% 21.2% 13.8%
1 Year 76.5% 63.2% 13.3%
Inception 75.5% 43.1% 32.4%
Returns calculated from 06-Aug-2019 to 31st May-2021
Investment theme: Focused (conservative)
Benchmark: BSE 100
Investment theme: Premium (balanced)
Benchmark: BSE 200
Investment theme: Prime (Aggressive)
Benchmark: BSE 500
• Inception Date (6th Aug 2019)
• Highest Return given by Premium
portfolio of 101.4% return in last
one year
Period
Portfolio
returns
Benchmark
returns
Vs Benchmark
1 Month 4.4% 6.9% -2.5%
3 Months 20.6% 8.7% 11.9%
6 Months 41.4% 23.9% 17.5%
1 Year 103.5% 69.6% 33.9%
Inception 94.8% 49.0% 45.8%
Portfolio construct* (sample portfolio)
Prime (Aggressive)
Large-Cap:
57%
Mid-Cap:
43%
Period
Portfolio
returns
Benchmark
returns
Vs
Benchmark
1 Month 4.4% 6.9% -2.5%
3 Months 20.6% 8.7% 11.9%
6 Months 41.4% 23.9% 17.5%
1 Year 103.5% 69.6% 33.9%
Portfolio returns
Returns calculated from 06-Aug-2019 to 31st May-21
Portfolio Facts
Period of Evaluation 06-Aug 19 to 30th Apr-21
No of stocks 10
Avg annual churn 1.8 times
Beta with BSE 500
(benchmark)
0.80
Company Industry
JB Chemicals & Pharmaceuticals Pharma
Laurus Labs Pharma
Orient Electric Consumer Electronics
Ambuja Cements Cement
Vaibhav Global Lifestyle
Infosys IT Software
Mindtree IT Software
Deepak Nitrite Chemicals
Finolex Inds. Plastic Products
IDFC First Bank Private Banking
*Market Cap
Large Cap – Above 20,000 Cr
Mid Cap – Between 5,000 Cr to 20,000 Cr
Small Cap – Below 5,000 Cr
Portfolio construct* (sample portfolio)
Premium (Balanced)
Large-Cap:
60%
Mid-Cap:
40%
Company Industry
Alkyl Amines Chemicals
Deepak Nitrite Chemicals
Infosys IT Software
HCL Technologies IT Software
Mindtree IT Software
Vaibhav Global Lifestyle
Laurus Labs Pharma
Hind.Aeronautics Defence
Polycab India Cable
Ambuja Cements Cement
IDFC First Bank Private Banking
Orient electronic Electronic
Period
Portfolio
returns
Benchmark
returns
Vs
Benchmark
1 Month 5.2% 6.8% -1.6%
3 Months 24.2% 8.2% 16.0%
6 Months 47.9% 22.7% 25.2%
1 Year 117.7% 66.5% 51.2%
Portfolio returns
Portfolio Facts
Period of Evaluation 06-Aug 19 to 30 Apr 21
No of stocks 12
Avg annual churn 1.9 times
Beta with BSE 200
(benchmark)
0.80
Returns calculated from 06-Aug-2019 to 30st May-21
Portfolio construct* (sample portfolio)
Risk Profile: Conservative
Large-Cap:
74%
Mid-Cap:
26%
Company Allocation
HCL Technologies IT- Software
Mindtree IT- Software
Infosys IT- Software
Deepak Nitrite Chemicals
Vaibhav Global Lifestyle
Finolex Inds Plastic Products
Supreme Inds Plastic Products
Max Financial Finance/NBFC
C D S L Finance/NBFC
Laurus Labs Pharma
Polycab India Cable
Ambuja Cements Cement
IDFC First Bank Private Banks
Orient Electric Consumer Electronics
Hind.Aeronautics Defence
Period
Portfolio
returns
Benchmark
returns
Vs
Benchmark
1 Month 6.3% 6.7% -0.3%
3 Months 18.8% 7.5% 11.3%
6 Months 35.0% 21.2% 13.8%
1 Year 64.6% 49.1% 15.5%
Portfolio returns
Portfolio Facts
Period of Evaluation 06-Aug 19 to 30-Apr 21
No of stocks 15
Avg annual churn 2.1 times
Beta with BSE 100
(benchmark)
0.70
Returns calculated from 06-Aug-2019 to 31st May-21

More Related Content

Similar to SmartEdge Plus Returns - Updated till 31st May2021.ppt

IDFC Money Manager Fund_Fund spotlight
IDFC Money Manager Fund_Fund spotlightIDFC Money Manager Fund_Fund spotlight
IDFC Money Manager Fund_Fund spotlightJubiIDFCDebt
 
Monthly Market Outlook - October 2018
Monthly Market Outlook - October 2018Monthly Market Outlook - October 2018
Monthly Market Outlook - October 2018iciciprumf
 
ICICI Prudential Equity Schemes Bluebook | September 2022
ICICI Prudential Equity Schemes Bluebook | September 2022ICICI Prudential Equity Schemes Bluebook | September 2022
ICICI Prudential Equity Schemes Bluebook | September 2022iciciprumf
 
Invest India Strategy Octoberr 2010
Invest  India  Strategy  Octoberr 2010Invest  India  Strategy  Octoberr 2010
Invest India Strategy Octoberr 2010chetsons
 
Alternate Product Deck April 2023 for investing
Alternate Product Deck April 2023 for investingAlternate Product Deck April 2023 for investing
Alternate Product Deck April 2023 for investingssusere2bfe2
 
A Study on Empirical Testing of Capital Asset Pricing Model
A Study on Empirical Testing of Capital Asset Pricing ModelA Study on Empirical Testing of Capital Asset Pricing Model
A Study on Empirical Testing of Capital Asset Pricing ModelProjects Kart
 
SBI Money Market Funds : Investment in Debt & Money Market Securities - Aug 2016
SBI Money Market Funds : Investment in Debt & Money Market Securities - Aug 2016SBI Money Market Funds : Investment in Debt & Money Market Securities - Aug 2016
SBI Money Market Funds : Investment in Debt & Money Market Securities - Aug 2016SBI Mutual Fund
 
How to Invest in AI - Top 10 Artificial Intelligence Stocks
How to Invest in AI - Top 10 Artificial Intelligence StocksHow to Invest in AI - Top 10 Artificial Intelligence Stocks
How to Invest in AI - Top 10 Artificial Intelligence StocksNgoc Truong
 
1 q13 small cap flipbook
1 q13 small cap flipbook1 q13 small cap flipbook
1 q13 small cap flipbookbennettlawrence
 
Digital Turbine Inc (APPS) Stock Analysis
Digital Turbine Inc (APPS) Stock AnalysisDigital Turbine Inc (APPS) Stock Analysis
Digital Turbine Inc (APPS) Stock AnalysisStock Target Advisor
 
Investing In Mutual Funds
Investing In Mutual FundsInvesting In Mutual Funds
Investing In Mutual FundsSanjeev Kumar G
 
SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016
SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016
SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016SBI Mutual Fund
 
SBI Equity Savings Fund: An Open-ended Equity Scheme - Sep 16
SBI Equity Savings Fund: An Open-ended Equity Scheme - Sep 16SBI Equity Savings Fund: An Open-ended Equity Scheme - Sep 16
SBI Equity Savings Fund: An Open-ended Equity Scheme - Sep 16SBI Mutual Fund
 
Edelweiss Focused Equity Fund
Edelweiss Focused Equity FundEdelweiss Focused Equity Fund
Edelweiss Focused Equity Fundfinis76054
 
SBI Corporate Bond Fund : Debt Mutual Fund - Apr 2016
SBI Corporate Bond Fund : Debt Mutual Fund - Apr 2016SBI Corporate Bond Fund : Debt Mutual Fund - Apr 2016
SBI Corporate Bond Fund : Debt Mutual Fund - Apr 2016SBI Mutual Fund
 
IDFC Banking and PSU Debt Fund_Fund spotlight
IDFC Banking and PSU Debt Fund_Fund spotlightIDFC Banking and PSU Debt Fund_Fund spotlight
IDFC Banking and PSU Debt Fund_Fund spotlightJubiIDFCDebt
 
IDFC Dynamic Equity Fund_Fund spotlight
IDFC Dynamic Equity Fund_Fund spotlightIDFC Dynamic Equity Fund_Fund spotlight
IDFC Dynamic Equity Fund_Fund spotlightJubiIdfcHybrid
 
IDFC Dynamic Equity Fund_Fund spotlight
IDFC Dynamic Equity Fund_Fund spotlightIDFC Dynamic Equity Fund_Fund spotlight
IDFC Dynamic Equity Fund_Fund spotlightJubiIdfcHybrid
 
Company valuation report sample
Company valuation report sampleCompany valuation report sample
Company valuation report sampleEquidam
 

Similar to SmartEdge Plus Returns - Updated till 31st May2021.ppt (20)

IDFC Money Manager Fund_Fund spotlight
IDFC Money Manager Fund_Fund spotlightIDFC Money Manager Fund_Fund spotlight
IDFC Money Manager Fund_Fund spotlight
 
Monthly Market Outlook - October 2018
Monthly Market Outlook - October 2018Monthly Market Outlook - October 2018
Monthly Market Outlook - October 2018
 
ICICI Prudential Equity Schemes Bluebook | September 2022
ICICI Prudential Equity Schemes Bluebook | September 2022ICICI Prudential Equity Schemes Bluebook | September 2022
ICICI Prudential Equity Schemes Bluebook | September 2022
 
Invest India Strategy Octoberr 2010
Invest  India  Strategy  Octoberr 2010Invest  India  Strategy  Octoberr 2010
Invest India Strategy Octoberr 2010
 
Alternate Product Deck April 2023 for investing
Alternate Product Deck April 2023 for investingAlternate Product Deck April 2023 for investing
Alternate Product Deck April 2023 for investing
 
A Study on Empirical Testing of Capital Asset Pricing Model
A Study on Empirical Testing of Capital Asset Pricing ModelA Study on Empirical Testing of Capital Asset Pricing Model
A Study on Empirical Testing of Capital Asset Pricing Model
 
SBI Money Market Funds : Investment in Debt & Money Market Securities - Aug 2016
SBI Money Market Funds : Investment in Debt & Money Market Securities - Aug 2016SBI Money Market Funds : Investment in Debt & Money Market Securities - Aug 2016
SBI Money Market Funds : Investment in Debt & Money Market Securities - Aug 2016
 
How to Invest in AI - Top 10 Artificial Intelligence Stocks
How to Invest in AI - Top 10 Artificial Intelligence StocksHow to Invest in AI - Top 10 Artificial Intelligence Stocks
How to Invest in AI - Top 10 Artificial Intelligence Stocks
 
1 q13 small cap flipbook
1 q13 small cap flipbook1 q13 small cap flipbook
1 q13 small cap flipbook
 
Digital Turbine Inc (APPS) Stock Analysis
Digital Turbine Inc (APPS) Stock AnalysisDigital Turbine Inc (APPS) Stock Analysis
Digital Turbine Inc (APPS) Stock Analysis
 
Investing In Mutual Funds
Investing In Mutual FundsInvesting In Mutual Funds
Investing In Mutual Funds
 
SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016
SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016
SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016
 
SBI Equity Savings Fund: An Open-ended Equity Scheme - Sep 16
SBI Equity Savings Fund: An Open-ended Equity Scheme - Sep 16SBI Equity Savings Fund: An Open-ended Equity Scheme - Sep 16
SBI Equity Savings Fund: An Open-ended Equity Scheme - Sep 16
 
Edelweiss Focused Equity Fund
Edelweiss Focused Equity FundEdelweiss Focused Equity Fund
Edelweiss Focused Equity Fund
 
Op era southpaw
Op era southpawOp era southpaw
Op era southpaw
 
SBI Corporate Bond Fund : Debt Mutual Fund - Apr 2016
SBI Corporate Bond Fund : Debt Mutual Fund - Apr 2016SBI Corporate Bond Fund : Debt Mutual Fund - Apr 2016
SBI Corporate Bond Fund : Debt Mutual Fund - Apr 2016
 
IDFC Banking and PSU Debt Fund_Fund spotlight
IDFC Banking and PSU Debt Fund_Fund spotlightIDFC Banking and PSU Debt Fund_Fund spotlight
IDFC Banking and PSU Debt Fund_Fund spotlight
 
IDFC Dynamic Equity Fund_Fund spotlight
IDFC Dynamic Equity Fund_Fund spotlightIDFC Dynamic Equity Fund_Fund spotlight
IDFC Dynamic Equity Fund_Fund spotlight
 
IDFC Dynamic Equity Fund_Fund spotlight
IDFC Dynamic Equity Fund_Fund spotlightIDFC Dynamic Equity Fund_Fund spotlight
IDFC Dynamic Equity Fund_Fund spotlight
 
Company valuation report sample
Company valuation report sampleCompany valuation report sample
Company valuation report sample
 

Recently uploaded

The Inspirational Story of Julio Herrera Velutini - Global Finance Leader
The Inspirational Story of Julio Herrera Velutini - Global Finance LeaderThe Inspirational Story of Julio Herrera Velutini - Global Finance Leader
The Inspirational Story of Julio Herrera Velutini - Global Finance LeaderArianna Varetto
 
Financial analysis on Risk and Return.ppt
Financial analysis on Risk and Return.pptFinancial analysis on Risk and Return.ppt
Financial analysis on Risk and Return.ppttadegebreyesus
 
Unit 4.1 financial markets operations .pdf
Unit 4.1 financial markets operations .pdfUnit 4.1 financial markets operations .pdf
Unit 4.1 financial markets operations .pdfSatyamSinghParihar2
 
Financial Preparation for Millennia.pptx
Financial Preparation for Millennia.pptxFinancial Preparation for Millennia.pptx
Financial Preparation for Millennia.pptxsimon978302
 
Stock Market Brief Deck for "this does not happen often".pdf
Stock Market Brief Deck for "this does not happen often".pdfStock Market Brief Deck for "this does not happen often".pdf
Stock Market Brief Deck for "this does not happen often".pdfMichael Silva
 
NO1 WorldWide online istikhara for love marriage vashikaran specialist love p...
NO1 WorldWide online istikhara for love marriage vashikaran specialist love p...NO1 WorldWide online istikhara for love marriage vashikaran specialist love p...
NO1 WorldWide online istikhara for love marriage vashikaran specialist love p...Amil Baba Dawood bangali
 
Stock Market Brief Deck FOR 4/17 video.pdf
Stock Market Brief Deck FOR 4/17 video.pdfStock Market Brief Deck FOR 4/17 video.pdf
Stock Market Brief Deck FOR 4/17 video.pdfMichael Silva
 
Economic Risk Factor Update: April 2024 [SlideShare]
Economic Risk Factor Update: April 2024 [SlideShare]Economic Risk Factor Update: April 2024 [SlideShare]
Economic Risk Factor Update: April 2024 [SlideShare]Commonwealth
 
Liquidity Decisions in Financial management
Liquidity Decisions in Financial managementLiquidity Decisions in Financial management
Liquidity Decisions in Financial managementshrutisingh143670
 
cost of capital questions financial management
cost of capital questions financial managementcost of capital questions financial management
cost of capital questions financial managementtanmayarora23
 
Global Economic Outlook, 2024 - Scholaride Consulting
Global Economic Outlook, 2024 - Scholaride ConsultingGlobal Economic Outlook, 2024 - Scholaride Consulting
Global Economic Outlook, 2024 - Scholaride Consultingswastiknandyofficial
 
2024 Q1 Crypto Industry Report | CoinGecko
2024 Q1 Crypto Industry Report | CoinGecko2024 Q1 Crypto Industry Report | CoinGecko
2024 Q1 Crypto Industry Report | CoinGeckoCoinGecko
 
INTERNATIONAL TRADE INSTITUTIONS[6].pptx
INTERNATIONAL TRADE INSTITUTIONS[6].pptxINTERNATIONAL TRADE INSTITUTIONS[6].pptx
INTERNATIONAL TRADE INSTITUTIONS[6].pptxaymenkhalfallah23
 
Governor Olli Rehn: Dialling back monetary restraint
Governor Olli Rehn: Dialling back monetary restraintGovernor Olli Rehn: Dialling back monetary restraint
Governor Olli Rehn: Dialling back monetary restraintSuomen Pankki
 
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Sonam Pathan
 
Market Morning Updates for 16th April 2024
Market Morning Updates for 16th April 2024Market Morning Updates for 16th April 2024
Market Morning Updates for 16th April 2024Devarsh Vakil
 
The AES Investment Code - the go-to counsel for the most well-informed, wise...
The AES Investment Code -  the go-to counsel for the most well-informed, wise...The AES Investment Code -  the go-to counsel for the most well-informed, wise...
The AES Investment Code - the go-to counsel for the most well-informed, wise...AES International
 
Cryptocurrency Security Reinvented: The Leadership of Verified Binance Accounts
Cryptocurrency Security Reinvented: The Leadership of Verified Binance AccountsCryptocurrency Security Reinvented: The Leadership of Verified Binance Accounts
Cryptocurrency Security Reinvented: The Leadership of Verified Binance AccountsAny kyc Account
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Sonam Pathan
 
Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Champak Jhagmag
 

Recently uploaded (20)

The Inspirational Story of Julio Herrera Velutini - Global Finance Leader
The Inspirational Story of Julio Herrera Velutini - Global Finance LeaderThe Inspirational Story of Julio Herrera Velutini - Global Finance Leader
The Inspirational Story of Julio Herrera Velutini - Global Finance Leader
 
Financial analysis on Risk and Return.ppt
Financial analysis on Risk and Return.pptFinancial analysis on Risk and Return.ppt
Financial analysis on Risk and Return.ppt
 
Unit 4.1 financial markets operations .pdf
Unit 4.1 financial markets operations .pdfUnit 4.1 financial markets operations .pdf
Unit 4.1 financial markets operations .pdf
 
Financial Preparation for Millennia.pptx
Financial Preparation for Millennia.pptxFinancial Preparation for Millennia.pptx
Financial Preparation for Millennia.pptx
 
Stock Market Brief Deck for "this does not happen often".pdf
Stock Market Brief Deck for "this does not happen often".pdfStock Market Brief Deck for "this does not happen often".pdf
Stock Market Brief Deck for "this does not happen often".pdf
 
NO1 WorldWide online istikhara for love marriage vashikaran specialist love p...
NO1 WorldWide online istikhara for love marriage vashikaran specialist love p...NO1 WorldWide online istikhara for love marriage vashikaran specialist love p...
NO1 WorldWide online istikhara for love marriage vashikaran specialist love p...
 
Stock Market Brief Deck FOR 4/17 video.pdf
Stock Market Brief Deck FOR 4/17 video.pdfStock Market Brief Deck FOR 4/17 video.pdf
Stock Market Brief Deck FOR 4/17 video.pdf
 
Economic Risk Factor Update: April 2024 [SlideShare]
Economic Risk Factor Update: April 2024 [SlideShare]Economic Risk Factor Update: April 2024 [SlideShare]
Economic Risk Factor Update: April 2024 [SlideShare]
 
Liquidity Decisions in Financial management
Liquidity Decisions in Financial managementLiquidity Decisions in Financial management
Liquidity Decisions in Financial management
 
cost of capital questions financial management
cost of capital questions financial managementcost of capital questions financial management
cost of capital questions financial management
 
Global Economic Outlook, 2024 - Scholaride Consulting
Global Economic Outlook, 2024 - Scholaride ConsultingGlobal Economic Outlook, 2024 - Scholaride Consulting
Global Economic Outlook, 2024 - Scholaride Consulting
 
2024 Q1 Crypto Industry Report | CoinGecko
2024 Q1 Crypto Industry Report | CoinGecko2024 Q1 Crypto Industry Report | CoinGecko
2024 Q1 Crypto Industry Report | CoinGecko
 
INTERNATIONAL TRADE INSTITUTIONS[6].pptx
INTERNATIONAL TRADE INSTITUTIONS[6].pptxINTERNATIONAL TRADE INSTITUTIONS[6].pptx
INTERNATIONAL TRADE INSTITUTIONS[6].pptx
 
Governor Olli Rehn: Dialling back monetary restraint
Governor Olli Rehn: Dialling back monetary restraintGovernor Olli Rehn: Dialling back monetary restraint
Governor Olli Rehn: Dialling back monetary restraint
 
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
 
Market Morning Updates for 16th April 2024
Market Morning Updates for 16th April 2024Market Morning Updates for 16th April 2024
Market Morning Updates for 16th April 2024
 
The AES Investment Code - the go-to counsel for the most well-informed, wise...
The AES Investment Code -  the go-to counsel for the most well-informed, wise...The AES Investment Code -  the go-to counsel for the most well-informed, wise...
The AES Investment Code - the go-to counsel for the most well-informed, wise...
 
Cryptocurrency Security Reinvented: The Leadership of Verified Binance Accounts
Cryptocurrency Security Reinvented: The Leadership of Verified Binance AccountsCryptocurrency Security Reinvented: The Leadership of Verified Binance Accounts
Cryptocurrency Security Reinvented: The Leadership of Verified Binance Accounts
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713
 
Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024
 

SmartEdge Plus Returns - Updated till 31st May2021.ppt

  • 1. SmartEdge Plus For Internal Circulation Only
  • 2. What is SmartEdge Plus?  Research backed investment ideas based on investment theme selected by client  Offers well diversified investment ideas as per customers’ chosen theme  Disciplined and Process driven research approach to avoid human bias in stock  Enables worry free investing as picking the good stocks, monitoring the same and re-balancing suggestions are now our responsibilities  Non-discretionary in nature. Client has complete control on execution as research recommendations are sent for client prior approval • Minimum Investment: Rs. 2,00,000 • Flat subscription fees of Rs 4,999 + GST (18%) for one year • No additional fees on Top-ups • Minimum Top –Up is 50000 and there after multiples of 5000 • Brokerage charges as per parent account brokerage plan Who Should Invest?  Investors and positional traders with investible surplus of Rs 2 lakhs or more with investment horizon of minimum 1 year
  • 3. Benefits: 1. In Depth Analysis: Short-listing of stocks based on analysis of more than 500 data points to invest in companies with good quality, valuation & financial trends and technical. 2. Unbiased Investment ideas: Disciplined and Process driven approach to avoid human bias in the investment process 3. Personalized recommendations: Customized investment ideas created as per customers chosen theme, time and Investment amount 4. Transparency: Orders executed only after receiving consent 5. Start small: Flexibility to start investing with corpus as low as Rs 2 Lakhs 6. Diversification: Well diversified investment ideas across quality Large, Mid and Small cap stocks in optimal proportion 7. Convenient tracking: Option provided to track SmartEdge Plus investment separately 8. Exit Load: No exit load upon withdrawal
  • 4. SmartEdge Plus Portfolio Comparison vis-à-vis Benchmark Period Portfolio returns Benchmark returns Vs Benchmark 1 Month 5.2% 6.8% -1.6% 3 Months 24.2% 8.2% 16.0% 6 Months 47.9% 22.7% 25.2% 1 Year 117.7% 66.5% 51.2% Inception 117.4% 47.1% 70.3% Period Portfolio returns Benchmark returns Vs Benchmark 1 Month 6.3% 6.7% -0.3% 3 Months 18.8% 7.5% 11.3% 6 Months 35.0% 21.2% 13.8% 1 Year 76.5% 63.2% 13.3% Inception 75.5% 43.1% 32.4% Returns calculated from 06-Aug-2019 to 31st May-2021 Investment theme: Focused (conservative) Benchmark: BSE 100 Investment theme: Premium (balanced) Benchmark: BSE 200 Investment theme: Prime (Aggressive) Benchmark: BSE 500 • Inception Date (6th Aug 2019) • Highest Return given by Premium portfolio of 101.4% return in last one year Period Portfolio returns Benchmark returns Vs Benchmark 1 Month 4.4% 6.9% -2.5% 3 Months 20.6% 8.7% 11.9% 6 Months 41.4% 23.9% 17.5% 1 Year 103.5% 69.6% 33.9% Inception 94.8% 49.0% 45.8%
  • 5. Portfolio construct* (sample portfolio) Prime (Aggressive) Large-Cap: 57% Mid-Cap: 43% Period Portfolio returns Benchmark returns Vs Benchmark 1 Month 4.4% 6.9% -2.5% 3 Months 20.6% 8.7% 11.9% 6 Months 41.4% 23.9% 17.5% 1 Year 103.5% 69.6% 33.9% Portfolio returns Returns calculated from 06-Aug-2019 to 31st May-21 Portfolio Facts Period of Evaluation 06-Aug 19 to 30th Apr-21 No of stocks 10 Avg annual churn 1.8 times Beta with BSE 500 (benchmark) 0.80 Company Industry JB Chemicals & Pharmaceuticals Pharma Laurus Labs Pharma Orient Electric Consumer Electronics Ambuja Cements Cement Vaibhav Global Lifestyle Infosys IT Software Mindtree IT Software Deepak Nitrite Chemicals Finolex Inds. Plastic Products IDFC First Bank Private Banking *Market Cap Large Cap – Above 20,000 Cr Mid Cap – Between 5,000 Cr to 20,000 Cr Small Cap – Below 5,000 Cr
  • 6. Portfolio construct* (sample portfolio) Premium (Balanced) Large-Cap: 60% Mid-Cap: 40% Company Industry Alkyl Amines Chemicals Deepak Nitrite Chemicals Infosys IT Software HCL Technologies IT Software Mindtree IT Software Vaibhav Global Lifestyle Laurus Labs Pharma Hind.Aeronautics Defence Polycab India Cable Ambuja Cements Cement IDFC First Bank Private Banking Orient electronic Electronic Period Portfolio returns Benchmark returns Vs Benchmark 1 Month 5.2% 6.8% -1.6% 3 Months 24.2% 8.2% 16.0% 6 Months 47.9% 22.7% 25.2% 1 Year 117.7% 66.5% 51.2% Portfolio returns Portfolio Facts Period of Evaluation 06-Aug 19 to 30 Apr 21 No of stocks 12 Avg annual churn 1.9 times Beta with BSE 200 (benchmark) 0.80 Returns calculated from 06-Aug-2019 to 30st May-21
  • 7. Portfolio construct* (sample portfolio) Risk Profile: Conservative Large-Cap: 74% Mid-Cap: 26% Company Allocation HCL Technologies IT- Software Mindtree IT- Software Infosys IT- Software Deepak Nitrite Chemicals Vaibhav Global Lifestyle Finolex Inds Plastic Products Supreme Inds Plastic Products Max Financial Finance/NBFC C D S L Finance/NBFC Laurus Labs Pharma Polycab India Cable Ambuja Cements Cement IDFC First Bank Private Banks Orient Electric Consumer Electronics Hind.Aeronautics Defence Period Portfolio returns Benchmark returns Vs Benchmark 1 Month 6.3% 6.7% -0.3% 3 Months 18.8% 7.5% 11.3% 6 Months 35.0% 21.2% 13.8% 1 Year 64.6% 49.1% 15.5% Portfolio returns Portfolio Facts Period of Evaluation 06-Aug 19 to 30-Apr 21 No of stocks 15 Avg annual churn 2.1 times Beta with BSE 100 (benchmark) 0.70 Returns calculated from 06-Aug-2019 to 31st May-21