BR

BR
ST
Invest in Equity;
the time is always right
BRSTBRST
BR T
 Why Equity?
120

100 Beware of the I word

80
Over FY7914 CPI ina on has been 8.1%,
eroding purchasing power of Rupee by 94%
60
Ina on erodes purchasing power of money
40

The value of ` 100 in 1979

20
5.66
is now ` 5.62
CPI =Consumer Price Index

Source: Bloomberg, MOAMC Internal Analysis | Data as on April 30, 2015

Dec-79
Mar-79

Oct-80

Oct-83

Oct-86

Oct-89

Oct-92

Oct-95

Oct-98

Oct-01

Oct-04

Oct-07

Oct-10

Oct-13
Apr-82

Apr-85

Apr-88

Apr-91

Apr-94

Apr-97

Apr-00

Apr-03

Apr-06

Apr-09

Apr-12

Apr-15
Jan-83

Jan-86

Jan-89

Jan-92

Jan-95

Jan-98

Jan-01

Jan-04

Jan-07

Jan-10

Jan-13
Jul-81

Jul-84

Jul-87

Jul-90

Jul-93

Jul-96

Jul-99

Jul-02

Jul-05

Jul-08

Jul-11

Jul-14
50,000
` 46,224
47,500

Which asset class 45,000

42,500
40,000
37,500
If you had invested ` 100 ...
to invest in? 35,000
Nominal Value

32,500
30,000 ` 27,011
27,500
25,000
22,500

FDs/Gold or Equities? 20,000

17,500
15,000

Survive or Thrive? Choice is yours 12,500

10,000
7,500
5,000 ` 3,760
2,500 ` 1,829
Source : Bloomberg, MOAMC Internal Analysis, -

Fixed Deposit
Gold
Sensex
Sensex cum Dividend
Aug-91

Aug-93

Aug-95

Aug-14
Apr-92

Apr-94

Apr-15
Jan-85

Jan-87

Jan-89

Jan-08

Jan-10

Jan-12
Feb-81

Feb-83

Sep-85

Sep-87

Sep-89

Jul-97

Jul-99

Jul-01
Feb-02

Feb-04

Feb-06

Sep-08

Sep-10

Sep-12
Nov-96

Nov-98

Nov-00
Jun-80

Jun-82

Jun-84

Jun-03

Jun-05

Jun-07
May-86

May-88

May-90

May-09

May-11

May-13
Dec-90

Dec-92

Dec-94

Dec-13
Mar-79

Mar-96

Mar-98

Mar-00
Oct-79

Oct-81

Oct-83

Oct-02

Oct-04

Oct-06
Data as on April 30, 2015
Past performance may or may not be sustained in future.

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. 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 1008

*Sensex closed at 27499 on 31st December 2014

100 100
1979 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

5
 Sensex at 29,000+*

Equity markets are

bound to fall

*Data as on February 28, 2015

 Downs are temporary; ups are permanent
Nifty
10000 Corrections

9000

8000

7000

6000

5000

4000

3000

2000

1000

0
Apr- 96

Apr- 97

Apr- 98

Apr- 99

Apr- 00

Apr- 01

Apr- 02

Apr- 03

Apr- 04

Apr- 05

Apr- 06

Apr- 07

Apr- 08

Apr- 09

Apr- 10

Apr- 11

Apr- 12

Apr- 13

Apr- 14

Apr- 15
Dont 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
7
 We are in the middle of a bull run
Sensex
30000
29000
28000
27000
26000
25000
24000
23000
22000

Dec-14
Oct-14
Aug-14
Aug-14
Apr-14
Apr-14

Apr-15
Nov-14

Jan-15
Jan-15
Sep-14

Feb-15
May-14
Jun-14
Jul-14

Mar-15
Source: Bloomberg | Data as on: April 30, 2015

The earlier you start the higher youll 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.
8
 The time is always right; its the stock
that you pick that need to be right

CAGR (%)
Infosys 37.09
36.06 Buying the right stocks and holding onto
Sun Pharma.Inds.
them can give you returns far in excess of
Eicher Motors 32.09
ina on
27.50
Pidilite Inds
HDFC Bank 27.18 Here are some compounded annual
rates of growth from well known
26.16
Hero Motocorp companies by holding them on for 20
Berger Paints 25.94 years or since lis ng
24.07
Kotak Mah. Bank
Asian Paints 22.85
22.54
HDFC
Cipla 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.
9