NSDL Presentation 2

8/10/2019 NSDL Presentation 2

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Copyright: Birla Sun Life Asset Management Company Ltd. 2008

Birla Sun Life Asset Management Company Ltd.

1

Investor Awareness

Programme

Welcome


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2

EquityFood For

thought


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What does the word SAVINGS mean

to you?

Piggy bank

Bank Account

Your Pouch

Safe

Secure

But is it growing?


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What constitutes as a major share of their wealth?

Top business tycoons

Share of equity in

their wealth

Azim Premji 74%

Anil Ambani 65%

Kumar Mangalam Birla 70%

Mukesh Ambani 48%

Ratan Tata 66%

Why are they rich?
http://www.google.co.in/imgres?imgurl=http://www.topnews.in/files/Mukesh-Ambani_1.jpg&imgrefurl=http://www.topnews.in/law/region/united-kingdom%3Fpage%3D114&usg=__dm3G40yWUr_XNXf1YjVmOxIdv7o=&h=422&w=470&sz=21&hl=en&start=9&itbs=1&tbnid=sD0UGG8H_jE0EM:&tbnh=116&tbnw=129&prev=/images%3Fq%3Dpicture%2Bof%2BMukesh%2BAmbani%26hl%3Den%26tbs%3Disch:1http://www.google.co.in/imgres?imgurl=http://www.sootiga.com/images/stories/albums/jrd_big.jpg&imgrefurl=http://www.sootiga.com/historytoday/216-historytodaynovember29th.html&usg=__nImM43HApWGrwjhZe5WqwAKEOT0=&h=472&w=491&sz=20&hl=en&start=1&itbs=1&tbnid=OqHVzZQitdTPmM:&tbnh=125&tbnw=130&prev=/images%3Fq%3Dpicture%2Bof%2BJRD%2Btata%26hl%3Den%26tbs%3Disch:1http://images.forbes.com/media/lists/77/2009/adi-godrej.jpghttp://www.google.co.in/imgres?imgurl=http://emarketingfa.files.wordpress.com/2008/07/azim-premjis-son-to-head-wipro_technologies.jpg&imgrefurl=http://emarketingfa.wordpress.com/2008/07/03/%25D8%25A8%25DB%258C%25D9%2584-%25DA%25AF%25DB%258C%25D8%25AA%25D8%25B3-%25D9%2587%25D9%2586%25D8%25AF-%25D8%25B9%25D8%25B8%25DB%258C%25D9%2585-%25D9%25BE%25D8%25B1%25D9%2585%25D8%25AC%25DB%258C/&usg=__LXsTi40XL_mawvneFlCjPeO5vwc=&h=302&w=409&sz=77&hl=en&start=1&itbs=1&tbnid=CWGGdUtKGDvdZM:&tbnh=92&tbnw=125&prev=/images%3Fq%3Dpicture%2Bof%2BAzim%2BPremji%26hl%3Den%26tbs%3Disch:1http://rajputanaandaz.com/images/Dhirubhai_Ambani%5B1%5D.gif


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10 yr deposit of these cos offering 8-9% pa.is it a

good investment?

Leaders like Aditya Puri, Ratan Tata, OP Bhatt, AM

Naik are managing these cos

They are borrowing at 8-9% because they are

confident of earning 12-15% pa over 10 years

Why not partner them in this growth, instead of

lending to them?

If we trust they will repay debt, then why doubtability to make profits?

Equity is buying business


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Invest for Long Term

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7/29Copyright: Birla Sun Life Asset Management Company Ltd. 2008


Market movement since inception

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Time Period Sensex Range

19791988 100 - 700

19891998 700 - 4000

19992008 4000 - 20000

20092018 ?????

Let us decode this chart

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Invest Regularly

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0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

8,000,000

1 3 5 7 9 11 13 15 17 19 21 23 25 27 29

Valueofinvestment(Rs.)

No. of years

6% p.a. 10% p.a. 15% p.a.Rs 69 lakhs

Rs. 21 lakhs

Rs 10 lakhs

Rs.1000/- invested every month for 30 yearsIllustration

Source - Internal

Even small amountsinvested regularly can

grow substantially

Invest regularly




Create WealthStart Early Invest Regularly

Wealth creation formula




Similar to a Recurring Deposit with a bank Method of investing predetermined amounts of money regularly to

benefit from the stock market volatility

Convenient and Hassle-Free

Automatic investments, one-time instruction, transactions on the

net

Similar to PF : Small amount invested regularly to become a sizeable

sum after some years

Light on the wallet

As low as Rs. 1,000/- per month

Systematic Investments



Birla Sun Life Asset Management Company Ltd. 13

Reforms -Government in actionWhats

been announced since Sep12




Equity Outlook

The Budget does a difficult balancing act of sustaining consumption growth and stimulating investments. It is

neither austere nor populist as was feared. However, it fails to live up to elevated expectations that were

built up in the run-up to the Budget.

Provides a thrust to industrial capex and infrastructure.

Supportive to the financial sector through measures like reduction in STT, extension of RGESS by 2 years,

special package for insurance sector.

The FM emphasized the importance of attracting foreign flows to fund the large Current Account Deficit.

While there were steps to simplify the process for FIIs investing in capital markets, there were no othermajor steps to make markets more attractive to foreigners and FII/FDI flows.

With rupee under pressure and policy measures to boost exports (expected in the exim policy), export

oriented companies will benefit.

The budget failed to provide cues to the market and investor focus likely to shift to actual progress on the

ground of various measures like coal pooling, project clearances, decisions by the Cabinet Committee on

Investments etc. and RBIs decision on rates and global risk appetite.

The slowdown in the economy has accelerated and it is likely to bottom in Q4FY13. Recovery in FY14 is

likely to be gradual but steady. Corporate earnings downgrade cycle has bottomed out and we see little risk

to our FY14 EPS growth of 14%.

The market is trading at long term average valuations and returns would track earnings growth.




Birla Sun Life Rajiv Gandhi Equity Savings Scheme

Series 1

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What is Rajiv Gandhi Equity Savings Scheme?

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Who is eligible for RGESS ?

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How to avail of the tax benefit under RGESS ?

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What is Rajiv Gandhi Equity Savings Scheme?

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Where will the BSL RGESSSeries 1 will Invest?

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What is the investment strategy of the scheme?

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Why invest in BSL RGESS?

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About the Fund Manager

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1 Year 3 Years 5 Years 10 Years

Invested Amount Rs 12000 Rs 36000 Rs 60000 Rs 120000

PerformanceValue as on 28

Feb 13Returns

(%)Value as on 28

Feb 13Returns

(%)Value as on 28

Feb 13Returns

(%)Value as on 28

Feb 13Returns

(%)

Birla Sun Life Frontline

Equity Fund 12,974 15.53 40,016 7.01 80,780 11.88 308,542 17.99

Birla Sun Life Dividend

Yield Plus 12,201 3.16 38,047 3.63 83,483 13.22 286,373 16.60

Birla Sun Life Top 100 Fund 12,672 10.64 39,719 6.50 78,230 10.59

Birla Sun Life Equity Fund 12,512 8.08 37,032 1.85 71,513 6.98 272,884 15.71

Birla Sun Life Mid Cap Fund 12,277 4.35 36,963 1.72 76,390 9.63 294,856 17.15

Birla Sun Life Tax Plan 12,537 8.48 38,431 4.30 73,309 7.97

Birla Sun Life Tax Relief 96 12,558 8.81 36,966 1.73 71,892 7.19 228,154 12.36

Birla Sun Life MNC Fund 12,129 2.01 40,955 8.57 93,492 17.84 309,167 18.03

Birla Sun Life 95 12,665 10.52 39,462 6.07 80,346 11.67 272,763 15.70

Birla Sun Life Monthly

Income 12,456 7.19 40,084 7.13 73,919 8.31 188,604 8.76

The best choices available..


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MFSSMost convenient wayof Investing in Mutual Fund


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What is MFSS?

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SEBI vide its circular dated November 13, 2009 has permitted Mutual Fund transactionsthrough the stock exchange infrastructure. As per the circular , trading members of the

exchange who are ARN holders and who have passed the AMFI certification examination

will be permitted to execute the orders of their clients. The terminal on which the

trading member is to execute the orders is termed as Mutual Fund Service System

(MFSS) module.

Enhancing the reach of Mutual fund to more towns and cities.

Ease in access and to invest in Mutual Fund.

To promote dematerialization of mutual fund units.

Why MFSS ?


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MFSS PROCESS FLOW-SUBSCRIPTION

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Physical Mode PAN, KYC

documentation form & Clear

Funds To Participant

Demat Mode Clear Funds

To Participant (KYC is not

required in case of DEMAT

settlement)

Participant Puts order

on MFSS (9:00 A.M-

3:00P.M)

Unique Order Number

Generation & Confirmation

Slip to investor

In case of Physical Mode,

Participant will deposit theApplication form at RTA.

Validation of Bids by Depositories &

RTA-Valid & Invalid data will be given

to the Participant by 5.30pm.


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How Consolidated statement Looks.

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In the long run, a portfolio of well-chosen stocksand/or equity mutual funds will always outperform

a portfolio of bonds or a money-market account. In

the long run, a portfolio of poorly chosen stocks

won't outperform the money left under themattress.

- Peter Lynch

Summarize..

Documents

NSDL Presentation 2