smvt plan · what is “samvat” • samvat is derived from the hindi words: vikrama samvat •...

/ sMvt Plan The Samvat Plan

What is “SAMVAT”• Samvat is derived from the Hindi words: Vikrama Samvat

• Like the English Calendar Year, “Samvat is a year as per Indian culture

• The Samvat Year typically commences on the day, immediately following the day of Diwali, each year

• Similarly, “The Samvat Plan” is closely knit to one’s journey of investing and marks the beginning of Long Term Wealth Creation in one’s life

!3

“We believe in the Art of Sharing”

Samvat starts with Learning & ends with

Earning

SAMVAT• India’s First Plan for Aam Aadmi

• Proprietary Plan & Personally Managed

• Wealth Management, Creation!

• Long Term Wealth Creation Ability

• First Plan Targeting The Mass of India

• The Plan rests on Three Pillars of Strength

Transparency Integrity Accountability

TRANSPERANCY“Trust Creation Leads

to Wealth Creation”

๏Personalised Demat Account

๏Registration of Client KYC

๏Funds only Mapped to Client A/C

INTEGRITY“Honesty prevents a

mistake from turning in a failure”

๏Personalised Email Accounts

๏Regulars Updates by SMS / Mails

๏Monthly Newsletters

ACCOUNTABILITY“Accountability breeds

Response - Ability”

๏Fee accrual only on crossing Risk Free returns

๏Minimal sharing to aid Better In Hand Returns

๏Operational Charge Only Once in Life

HOW IT WORKS

1 You approach

us

2 Demat A/C opening 3 Funds

deployed in Demat A/C

4 Portfolio is created and off you go!

WHY SAMVAT?

• Security

• It resembles a secure Investment like PPF

• It intends to provide Higher Returns with A Little Extra Risk!

• Inflation beating returns

• It provides a secure environment for saving in the long run

• It works like PPF and gives e x c e l l e n t In f l a t i o n b e a t i n g re t u r n s , w i t h a h o r i z o n , equivalent to PPF Account (15 Yrs.)

SAMVAT PPFInvestment (Annual) Investment (Annual)

INR 150,000 INR 150,000

Tax Benefits Tax Benefits

Dividend - Tax Free Returns - Tax Free*

No Dividend Returns - Tax Free

Risk Risk

Low Risk Risk Free

Lock-In

18% or 1 year Whichever is earlier

Lock-In

7 Years for Premature Withdrawal

Expected Growth ( INR 150,000 in 7 Years)

Expected Growth ( INR 150,000 in 7 Years)

INR 477,000 (@18% annually)

INR 258,000 (@8.1% annually)

* Realised Returns upto INR 100,000 annually

SAMVAT OVER THE

PAST 6 Years

SAMVAT 2069 (Diwali 2012 - Diwali 2013)

Company SectorMahurat

Price (Start)

Mahurat Price (End)

Absolute Returns

(%)

Weight in Portfolio

(%)23 Nov 2012 05 Nov 2013

Britannia India Ltd. FMCG 483 943 95 15

Tech Mahindra Ltd. Comp. S/W 906 1,573 74 15

TCS Ltd. Comp. S/W 1,288 2,092 62 15

Berger Paints Ltd. Paints 143 230 62 20

Tata Motors Ltd. Automobiles 261 391 50 20

Dr. Reddy’s Labs Ltd. Pharma 1,741 2,399 38 20

TOTAL RETURN 60%



Price (Start)

Mahurat Price (End)

Absolute Returns

(%)

Weight in Portfolio

(%)06 Nov 2013 22 Oct 2014

TVS Shrichakra Ltd. Auto Ancillary 234 1,120 379 18

Orient Paper Ltd. Diversified 8 30 278 17

Cummins India Ltd. Engine Mfg. 407 705 73 18

L&T Ltd. Heavy Engg. 935 1,551 66 19

Syndicate Bank Ltd. Public Bank 76 117 54 15

Lupin Ltd. Pharma 917 1,362 49 13

TOTAL RETURN 112%



Price (Start)

Mahurat Price (End)

Absolute Returns

(%)

Weight in Portfolio

(%)23 Oct 2014 23 Oct 2015

Strides Arcolab Ltd. Pharma 653 1,333 104 18

BPCL Ltd. Refineries 692 910 32 9

SKS Microfinance Ltd. Microfinance 321 423 32 10

HDFC Ltd. Heavy Engg. 1,032 1,338 30 11

SJVN Ltd. Public Bank 23 28 22 10

Bharat Forge Ltd. Industrial Goods 759 922 21 17

Castrol Ltd. Oil Distribution 429 464 8 10

South Indian Bank Ltd. Bank 25 22 -12 10

Havells Ltd. Electric Eqpmt. 269 258 -4 5

TOTAL RETURN 36%



Price (Start)

Mahurat Price (End)

Absolute Returns

(%)

Weight in Portfolio

(%)24 Oct 2015 30 Nov 2016

Ashok Leyland Ltd. HCV / LCV 96 80 -16 17

Emami Ltd. FMCG 982 1,107 14 14

Indusind Bank Ltd. Pvt. Banking 920 1,089 19 12

Intellect Design Arena Ltd. IT Software 288 144 -50 12

Kajaria Ceramics Ltd. Ceramics 463 533 16 14

SJVN Ltd. Pub. Banking 29 32 15 17

Syngene International Ltd. Pharma 365 585 60 14

TOTAL RETURN 8.5%



Price (Start)

Mahurat Price (End)

Absolute Returns

(%)

Weight in Portfolio

(%)01 Dec 2016 30 Nov 2016

Bharat Electronics Ltd.

Defence / Manufacturing 130.72 184.50 43 10

KRBL Ltd. Consumer Staples 271.60 616.85 128 12

Mahanagar Gas Ltd. Gas Distribution 769.95 1095.1 45 12

RBL Bank Ltd. Banking 364.25 520.65 43 10

Sharda Cropchem Ltd. Agrochemicals 428.10 479.45 13 12

Sterlite Technologies Ltd. Telecom Cables 94.90 269.85 185 11

Sun Pharma Ltd. Pharma 710.30 525.95 -25 11

Zensar Technologies Ltd. IT 1,002.35 847.05 14 11

Syngene Intl. Ltd. Pharma 582.30 550.15 -5 11

TOTAL RETURN 46%



Price (Start)

Mahurat Price (End)

Absolute Returns

(%)

Weight in Portfolio

(%)

01 Dec 2017 03 Dec 2018

APL Apollo Tubes Ltd.

Iron & Steel Products 1,978.25 1,300.15 (34) 18

Advanced Enzymes Ltd. Pharma 289.75 183.95 (36) 11

Bharat Electronics Ltd. Defense 184.50 85.20 (53) 15

Mahanagar Gas Ltd. Gas Distribution 1,095.10 850.10 (21) 14

RBL Bank Ltd. Private Bank 520.65 556.20 7 13

Sterlite Technologies Ltd. Telecom Cables 269.85 340.80 27 18

Tata Elxsi Ltd. IT- Software 920.30 1,030.95 13 11

TOTAL RETURN (13.5%)

SAMVAT COMPARISON

SR. NO. SAMVAT 2070

SAMVAT 2071

SAMVAT 2072

SAMVAT 2073

SAMVAT 2074

CAGR (5 Years)

1. SAMVAT 112% 35% 8.5% 46.28% (13.5%) 31.48%

2. MF

SBI BLUECHIP (G) FUND 42.40% 16.00% 8.31% 23.02% (1.25%) 16.80%

HDFC TOP 100 (G) FUND 44.69% 3.70% 6.20% 25.40% 2.27% 14.53%

BIRLA SUNLIFE TOP 100(G) FUND

42.46% 11.32% 8.77% 24.33% (1.13%) 16.22%

3. INDEX

SENSEX 28.20% 2.31% (2.59%) 24.81% (0.29%) 9.72%

NIFTY 29.23% 3.50% 5.02% 24.82% (0.13%) 11.86%

4. BULLION

GOLD MCX (8.47%) 3.63% 6.24% 2.53% 6.05% 1.84%

Green fonts signify maximum return in that period

“Compound Interest is the Eighth wonder of world. He who understands, earns it & he who doesn’t pays it”

-Albert Einstein

Ekvity Investment AdvisorsSEBI Reg. No.: INA000006952

Reach UsWeb.: Tel. No.: Email:

www.thesamvatplan.com +91 22 2610 3600 / 01 [email protected]

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