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Sampurna Presentation 31 Dec 2022 07022023234409

The document compares the compound annual growth rate (CAGR) of various indices and companies over different time periods. It also analyzes the performance of specific stocks included in the "Sampurna" portfolio and their drawdown compared to benchmark indices. Finally, it outlines the proposed fees and billing structure for investment in the Sampurna portfolio over a 3 year period.

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Tejas Baraliya
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52 views20 pages

Sampurna Presentation 31 Dec 2022 07022023234409

The document compares the compound annual growth rate (CAGR) of various indices and companies over different time periods. It also analyzes the performance of specific stocks included in the "Sampurna" portfolio and their drawdown compared to benchmark indices. Finally, it outlines the proposed fees and billing structure for investment in the Sampurna portfolio over a 3 year period.

Uploaded by

Tejas Baraliya
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Benchmark NIFTY Midcap

Period NIFTY 50
Benchmark Indices Index 100

From To CAGR CAGR CAGR


S&P BSE Fast Moving
Consumer Goods
Index
S&P Consumer
Durable Index

NSE IT
Date Performance Relative Benchmark NIFTY
End
Company Name From Till CAGR CAGR End NAV CAGR End NAV
NAV

Unichem
Laboratories Ltd

ITC Ltd

Sun Pharmaceutical
Industries Ltd

Godrej Consumer
Products Ltd
Astral Ltd: is a part of 'Sampurna as it has shown an increase in CAGR across financial indicators

5 Year CAGR 7 Year CAGR


Mar-15 Mar-20 Mar-22
pre-COVID including COVID

Revenue (Rs. Cr)

Operating Profit (Rs. Cr)

Profit After Tax (Rs. Cr)

Stock Performance

NIFTY 50 Performance
Atul Ltd: a compelling inclusion in the portfolio due to a margin expansion story
5 Year CAGR 7 Year CAGR
Mar-15 Mar-20 Mar-22
pre-COVID including COVID
Revenue (Rs. Cr)

Operating Profit (Rs. Cr)

Profit After Tax (Rs. Cr)

Operating Profit Margin

Net Profit Margin

Stock Performance

NIFTY 50 Performance
PI Ind: a stock inclusion in 'Sampurna' that has seen in-line drawdown during market lows with a recovery ahead of
benchmark indices
CAGR Beta Max Drawdown Recovery Days 52 Week High ***
Stock 3 pre COVID*
NIFTY 50 pre COVID*
Stock 3 post COVID**
NIFTY 50 post COVID**

•
•
•
•
•
•
Sampurna Returns

FY Q1* Q2 Q3 Q4

*Started from 2nd August 2021

NIFTY500 Returns

FY Q1* Q2 Q3 Q4

*From the period 2nd August 2021 to 30th September 2021


**For the period 2nd August 2021 to 31st March 2022
Year Half Year Quarter Fee (Rs.) GST Extra Fee with GST (Rs) Due Date Example
Year Half Year Quarter Fee (Rs.) GST Extra Fee with GST (Rs) Due Date Example

Year 1

Year 2

Year 3

Expiry Date: OB Date+36


Total 1,47,500 30-Jun-24
1,25,000 months
Lumpsum Investment ₹ 28,00,000 ₹ 6,00,000 ₹ 10,00,000 ₹ 14,00,000 ₹0

SIP for 36 month ₹ ₹ ₹ ₹ ₹

Expected Return (20.5%)

Weighted Average Return

Total Investment ₹ ₹ ₹ ₹ ₹

Total Profit ₹ ₹ ₹ ₹ ₹

Investment Value @end ₹ ₹ ₹ ₹ ₹

Fees of 3 Years (Incl. GST) ₹ ₹ ₹ ₹ ₹

Effective Fee for 3 years

Effective Fee for 1 year

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