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SMCGrowth" Portfolio Management Services: Accelerate Your Wealth

The investment objective of this portfolio is to generate capital appreciation by investing in equity or equity-related instruments for moderate to assertive risk profiles. Suitable for investors with moderate to assertive risk profiles and a desire for superior returns over a reasonably long period of time.

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SMCGrowth" Portfolio Management Services: Accelerate Your Wealth

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  1. SMC Portfolio Management Services Accelerate your Wealth with “SMCGrowth" PMS

  2. Objective & Profile Objective The investment objective of this portfolio is to endeavour to generate capital appreciation by investing in equity or equity related instruments for moderate to assertive risk profiles with an intermediate to long term horizon. Investor Profile This portfolio is suitable for investors with moderate to assertive risk profiles and desire superior returns over a reasonably long period of time.

  3. Investment Strategy • Investment in large and mid cap companies with smaller proportion in small caps • The focus will be on quality management who have demonstrated good corporate governance, Upcoming businesses of high growth companies who are leaders in their sectors or are positioned to achieve the same with fairly well researched fundamentals. Success of the portfolio lies in early identification of such companies. • The portfolio will invest idle funds in liquid funds so as to • maximize the returns whenever and wherever felt necessary. • The portfolio is aimed at investors with moderate to assertive risk appetite aspiring to achieve superior returns through participation in growth stocks.

  4. Portfolio Allocation “Diversification is a strategy that can be neatly summed up by the timeless adage, don’t put all your eggs in one basket.” # Allocation is subject to change

  5. Sector Allocation # Allocation is subject to change

  6. SMC Growth Holdings # Stocks are subject to change

  7. Portfolio Construction Philosophy TopDown Approach BottomUp Approach

  8. Parameters for Selection of Stocks

  9. Stock Selection Overview

  10. Buy/Sell Discipline • A change in the investment case (e.g. a change in the quality of the company,fundamentals, managementaction) • A better ideaemerges • A change in the sector view means that less exposure is required • The target valuation is met orexceeded Challenge Ranking/ Valuation Exit/Replace with New Stocks Challenge Investment Themes Challenge the Conviction Level • Still valid & • significant • Any better ideas • Adjust Company Positions • Evaluate alternate ideas • Monitor Price Movement

  11. Why to Invest in SMC Growth The year 2018 was full of volatility. Sharp rupee depreciation, rising crude oil prices, trade war woes, higher US bond yields, IL&FS-led liquidity crisis fears in the NBFC space and a surprise rate pause by RBI has dented the confidence of the investors. The year 2019 is the year to accumulate quality stocks. The fall is an opportunity to buy quality stocks which could give smart returns. • This portfolio is designed in such as way that an investor can • earn good returns and can able to beat the inherent risk of the market. • The portfolio consists of around 20 stocks. The focus of the portfolio is on the large cap stocks; there is very minimum risk. • Hence, this Portfolio can be excellent high-return, low-risk investments 

  12. Current market leaders & leaders in making Market Leaders Leaders in Making Delta Corp KEC Int. Sterlite Tech. INOX Leisure L&T M&M Reliance Ind. TCS The portfolio consists of multiple stocks that include current market leaders like L&T, M&M, Reliance, TCS etc that give us downside protection against Volatile market conditions. Also, we have included stocks like ABB India, Sterlite Tech, Inox Leisure etc which we believe are leaders of future and can give exponential returns going forward.

  13. Risk Management Policy Beta of Portfolio can be max 1.5 Holding of any individual stock will not exceed 10% of the portfolio Total exposure to an individual sector not more than 20% of the portfolio Only 15% capital allocated to small cap stocks. Minimumexposure to cyclicstocks. No illiquid stock No tail stock (no stock less than 1% of the portfolio)

  14. Performance 5 yrs VS 1Yrs • Despite the fundamentals remaining same, the price of these stocks have corrected making their valuation attractive.

  15. Rationale behind SMC Growth PMS Stocks KEC International Limited With strong order book, pick-up of execution in the T&D segment on back of Governments focus on network expansion and modernization, opportunities in the areas of smart cities and industrial corridors, the company is expected to grow in medium term. Ashok Leyland Limited The company expects CV demand to continue growing driven by continued momentum in infrastructure, Agri, pick-up in industrial activity, and pre-buy ahead of BS6 implementation. Delta Corp Limited The management of the company believes that If the government taxes the gaming business appropriately, it would all come into the organized sector and then the business can grow. The company also has interests in hospitality and owns two hotels and a Villa in Goa and one hotel in Daman. The management also expects that going forward the hotels will contribute significantly.

  16. Rationale behind SMC Growth PMS Stocks Apollo Tyres The volume growth is expected to remain strong in the domestic tyre industry led by both OEMs and replacement demand. Continued decline in Chinese imports & increased brand investments across categories and mediums augurs well for the company’s growth prospects. Inox Leisure Limited Strong market position reflected in ability to consistently raise ticket prices and strong screen pipeline will help in increasing average footfalls and consumer spending. Solar Industries India Limited The company expects good growth in coming years due to increased budgetary allocation towards road construction, bridges and indigenous manufacturing of defence equipments which will bore well for the company.

  17. Rationale behind SMC Growth PMS Stocks ABB India Limited The company has been continuously advanced its abilities and implemented initiatives for operational excellence. The long-term demand outlook in its three major customer sectors – utilities, industry and transport & infrastructure is attractive. Escorts Limited The company is showing sustained improvement in the operating profitability and a further increase in the market share while maintaining current credit metrics will lead to significant rerating in the stock. Mahindra & Mahindra Limited With New launches, the company is continuously crossing new milestones on our journey to becoming an innovative and technology driven global brand. Sterlite Technologies Limited The company will continue to see a very strong wave of fibre deployment over the next 10 years due to exponential data growth and 5G deployments across the globe and the company continues to invest in technology for smarter digital networks.

  18. Let’sConnect REGISTEREDOFFICE SMC Investments and AdvisorsLimited 11/5B, Pusa Road New Delhi -110005 Tel: +91 1140815200 Fax:011-25814716 E-Mail:info@smcinvestments.co.in

  19. DISCLAIMER • Whilst every efforts has been made to ensure the quality and accuracy of the this presentation, SMC or its affiliates, agents, associates, subsidiaries or any of their respective officers, directors, employees, agents make no warranty, express or implied, concerning the accuracy, completeness or updating of thecontents. • This presentation does not purport to create any contractual relationship between you and SMC. The contents of the presentation is not tax or professional advice or any kind of services and should not be relied upon as such. This presentation is not an offer of any kind. There are risk involved in investment in securities, commodities and derivatives. The presentation may have some forward looking statements. Any views expressed are not necessarily endorsed by SMC. Information as to any Company is as provided by it or gathered from public sources. SMC assumes no responsibility towards investments/ trading in securities, currency or futures done based on information/ recommendation given in the presentation. It is assumed that you will make independent judgment/ assessment of the information with independent enquiries and arrive at decisions that meet yourrequirements. • SMC, its affiliates, its officers, directors and employees including persons involved in the presentation or issuance of the material: (a) from time to time, may have long or short position in, and buy or sell the securities, commodities or derivatives thereof, mentioned herein: (b) be engaged in any other transactions involving such securities/commodities or derivatives and earn brokerage or other compensation; (c) may have any other potential conflict of interest with respect to any recommendation and related information and opinions. All disputes shall be subject to the exclusive jurisdiction of courts atDelhi.

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