Download BRST PPT 11 May-Email.cdr

BR
T
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Invest in Equity;
the time is always right
BRSTBRST
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Why Equity?
120
Beware of the ‘I’ word
100
Over FY79–14 CPI infla on has been 8.1%,
eroding purchasing power of Rupee by 94%
80
60
Infla on erodes purchasing power of money
40
20
5.66
FDs/Gold or Equities?
Survive or Thrive? Choice is yours
` 46,224
If you had invested ` 100 ...
` 27,011
` 3,760
` 1,829
Sensex cum Dividend
The above graph is used to explain the concept and is for illustra on purpose only and should not be used for development or implementa on of an investment strategy.
Past performance may or may not be sustained in future.
Sensex
Gold
Fixed Deposit
Source : Bloomberg, MOAMC Internal Analysis,
Data as on April 30, 2015
Past performance may or may not be sustained in future.
50,000
47,500
45,000
42,500
40,000
37,500
35,000
32,500
30,000
27,500
25,000
22,500
20,000
17,500
15,000
12,500
10,000
7,500
5,000
2,500
-
Source: Bloomberg, MOAMC Internal Analysis | Data as on April 30, 2015
Mar-79
Oct-79
Jun-80
Feb-81
Oct-81
Jun-82
Feb-83
Oct-83
Jun-84
Jan-85
Sep-85
May-86
Jan-87
Sep-87
May-88
Jan-89
Sep-89
May-90
Dec-90
Aug-91
Apr-92
Dec-92
Aug-93
Apr-94
Dec-94
Aug-95
Mar-96
Nov-96
Jul-97
Mar-98
Nov-98
Jul-99
Mar-00
Nov-00
Jul-01
Feb-02
Oct-02
Jun-03
Feb-04
Oct-04
Jun-05
Feb-06
Oct-06
Jun-07
Jan-08
Sep-08
May-09
Jan-10
Sep-10
May-11
Jan-12
Sep-12
May-13
Dec-13
Aug-14
Apr-15
Which asset class
to invest in?
Nominal Value
Mar-79
Dec-79
Oct-80
Jul-81
Apr-82
Jan-83
Oct-83
Jul-84
Apr-85
Jan-86
Oct-86
Jul-87
Apr-88
Jan-89
Oct-89
Jul-90
Apr-91
Jan-92
Oct-92
Jul-93
Apr-94
Jan-95
Oct-95
Jul-96
Apr-97
Jan-98
Oct-98
Jul-99
Apr-00
Jan-01
Oct-01
Jul-02
Apr-03
Jan-04
Oct-04
Jul-05
Apr-06
Jan-07
Oct-07
Jul-08
Apr-09
Jan-10
Oct-10
Jul-11
Apr-12
Jan-13
Oct-13
Jul-14
Apr-15
CPI =Consumer Price Index
The value of ` 100 in 1979
is now ` 5.62
3
Sensex at 29,000+*
“Have I missed the
equity bull run?”
*Data as on February 28, 2015
The time is always right
Can you afford to miss out
on the next big leap?
400000
100000
Sensex
27499
10000
10082
1000
100
1008
100
1979
*Sensex closed at 27499 on 31st December 2014
1991
2006
2014
2030
The above graph is used to explain the concept and is for illustra on purpose only and should not be used for development or implementa on of an investment strategy. Above forward-looking graphs/statements are
based on external current views and assump ons and involve known and unknown risks and uncertain es that could cause actual results. Past performance may or may not be sustained in future.
This is an info graphic of the ar cle published on economic mes.com on Dec 8, 2014
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Sensex at 29,000+*
“Equity markets are
bound to fall”
*Data as on February 28, 2015
Downs are temporary; ups are permanent
Nifty
Corrections
10000
9000
8000
7000
6000
5000
4000
3000
2000
1000
Apr- 15
Apr- 14
Apr- 13
Apr- 12
Apr- 11
Apr- 10
Apr- 09
Apr- 08
Apr- 07
Apr- 06
Apr- 05
Apr- 04
Apr- 03
Apr- 02
Apr- 01
Apr- 00
Apr- 99
Apr- 98
Apr- 97
Apr- 96
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“Don’t be afraid of the next 25% downtick.
Be afraid of MISSING the next 100% uptick”
The above graph is used to explain the concept and is for illustra on purpose only and should not be used for development or implementa on of an investment strategy. Past performance may or may
not be sustained in future.
Source: Bloomberg; MOAMC Internal Analysis | Data as on: April 30 2015 | NIFTY incep on date: 1 April 1996
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We are in the middle of a bull run
Sensex
30000
29000
28000
27000
26000
25000
24000
23000
Apr-15
Mar-15
Feb-15
Jan-15
Jan-15
Dec-14
Nov-14
Oct-14
Sep-14
Aug-14
Aug-14
Jul-14
Jun-14
May-14
Apr-14
Apr-14
22000
Source: Bloomberg | Data as on: April 30, 2015
The earlier you start the higher you’ll climb
The above graph is used to explain the concept and is for illustra on purpose only and should not be used for development or implementa on of an investment strategy.
Past performance may or may not be sustained in future.
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The time is always right; it’s the stock
that you pick that need to be right
CAGR (%)
Infosys
37.09
36.06
Eicher Motors
32.09
27.50
HDFC Bank
Buying the right stocks and holding onto
them can give you returns far in excess of
infla on
Here are some compounded annual
rates of growth from well known
companies by holding them on for 20
years or since lis ng
Kotak Mah. Bank
22.85
22.54
Cipla
Hero Motocorp
25.94
24.07
Asian Paints
Pidilite Inds
27.18
26.16
Berger Paints
Sun Pharma.Inds.
HDFC
21.13
20.11
Larsen & Toubro
Data as on April 30, 2015 | Source : Capitaline
The Stocks men oned above are used to explain the concept and is for illustra on purpose only and should not be used for development or implementa on of an investment strategy.
It should not be construed as investment advice to any party. The stocks may or may not be part of our por olio/strategy/ schemes. Past performance may or may not be sustained in future.
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