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Unnati Investment Management and ResearcInvestment Window Launch for PG ‘15- ‘1 !atch
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What we do!
SectoralResearch
Stock Selections
InvestmentPresentations
InvDi
Total Assets Under Management: Rs. 28,32,613Mutual Funds: Diversifed and Mida! "unds
#e$tors $overed: 11 %unior #e$urit& Anal&sts: 21#enior #e$urit& Anal&sts: 11
'nvestment oordinators: (2
Diversifed Fund#to$)s invested in: 3(
Assets under management: Rs. 13,2*,+Mida! Fund#to$)s invested in: 38
Assets under management: Rs. 13,+3,(
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Why Equities!
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Returns on Rs. 2"""#$ & %' (
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Why Invest ,ow!
GP growth rate in /415- (.$ *astest
)rowin) ma-or economy in the world
6urrent Me7tdown in due to G7o!a7 se77ing
and /oreign Investors pu77ing !ac8 which
will not aect the *undamentally )ood
stocks in the 7ong run
,s per Ramesh amani- 9the ongoing
me7tdown in the mar8et is a )reat
o((ortunity to /uy some )ood
/usiness:
Whether there is foreign se77ing or whether
there is !earish mar8et$ markets are
ultimately slave to earnin)s
;ig ;ooste0pected in
Union ;udget
0usiness 1riendlyovernment
ow Interest Rates
Impetus to economicgrowth and 6orporate
2arnings
D
20pgrow
1allin)
UnmiPositive
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What is a 5utual 1und6• , mutua7 fund is a poo7 of funds co77ected !< investors for the purpose of investing in assets to e
on such investment•
Mutua7 funds invest in a variet< of assets !e7onging to various sectors
hy invest in a 5utual 1und6
• iversi=es the ris8 !<investing in varioussectors
• Professiona7Management Research
• Reduced transactioncosts for investors
Why 5utual 1unds
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8'
28'
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'+'
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,uto ? ,uto ,nci77iaries
;an8ing$ /inancia7 +ervices ?Insurance
6hemica7s$ /erti7i@ers$ ,gricu7ture? +ugar
/M6G$ 6onsumer Products$ Retai7? ;reweries
IA$ IA2+$ Ae7ecom and Media
Meta7s$ 6ement$ Paper ?6ommodities
Bi7 ? Gas
Pharmaceutica7s ? Cea7thcare
Power ? 6apita7 Goods
Unnati iversi=ed
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:'
Unnati Midcap
;llocation to*unds
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Why <nnati!
iversi=ed Mid6ap
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Why <nnati!
PG11 PG1& PG1(
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Why <nnati!
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Why <nnati!
&)&%.
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Risk$Return ;nalysis $ 5id@a( C3 years
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InvestmentWindow
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Date> Eanuar< &-&)$ *5inimum Investment imits> Rs 1### Rs. +(( ea$- in Diversifed and Mida!5odes o* (ayment> 6ashF6he3ueFBn7ine Aransfer
Aime and enue wi77 !e communicated 7ater
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Unnati Investment Management and ResearcInvestment Window Fanuary 28$2: 2"7
Ga((y Investin)!