/ 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%
SAMVAT 2070 (Diwali 2013 - Diwali 2014)
Company SectorMahurat
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%
SAMVAT 2071 (Diwali 2014 - Diwali 2015)
Company SectorMahurat
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%
SAMVAT 2072 (Diwali 2015 - Diwali 2016)
Company SectorMahurat
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%
SAMVAT 2073 (Diwali 2016 - Diwali 2017)
Company SectorMahurat
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%
SAMVAT 2074 (Diwali 2017 - Diwali 2018)
Company SectorMahurat
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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