Get PMS Advice: +91 9884088886 www.pmsbazaar.com

SBI Growth With Values

Strategies Investment Objective :

Investment objective of SBI Growth with Values portfolio is to generate long-term capital growth through investment in well-researched stocks.

Portfolio Attributes :

Investing in companies meeting positive standards of Environmental, Social, Governance responsibility. Will focus on niche businesses having conducive universe for multi-fold growth with longevity. Invest in companies which are disproportionately high beneficiaries of Economic Growth

Portfolio Positioning

HIGH CONVICTION: Invest in businesses which benefit disproportionately by underlying economic growth, present in universe conducive for multi-fold growth. Expected to grow at high double digit in next 3-4 years and be out-performer to the underlying sector.

Dear Investors,

As one of our research process, PMS Bazaar team has recently visited SBI Fund House to analyse their PMS strategy - “SBI GROWTH WITH VALUES”. Below are the take away on SBI Growth with values PMS

Fund Manager : Ms. Aparna Shanker

Industry experience: 25 years

Aparna joined SBIFM in 2007 as a research analyst and was subsequently promoted as a Portfolio Manager.

Prior to joining SBIFM, Aparna was a research analyst with Sahara Asset Management and Birla Global Finance for four years. Aparna started her career in 1989 with UTI Asset Management. She had been associated with the investment and fund management team of UTI for over 11 years. Aparna is a Science graduate and also a graduate in general law from Mumbai University. She also holds a Masters degree in Finance and a post graduate diploma in Treasury & Forex Management from ICFAI University.

From L to R (Ms.Aparna Shanker – Fund manager, Daniel GM & Pallavarajan R, founders PMS Bazaar)

Get PMS Advice: +91 9884088886 www.pmsbazaar.com

GOOD CORPORATE GOVERNANCE : Respecting the interests of all stakeholders

SOCIAL RESPONSIBILITY : Company’s dealing with employees, customers and communities are cordial

ENVIRONMENT FRIENDLY : Avoid Environment destructing businesses

SBI GROWTH WITH VALUES STOCK SELECTION PROCESS

STEP 1 : Qualitative Factors

STEP 2 : External Analysis

STEP 4 : Investment Thesis

STEP 5 : Investment Decision

STEP 3 : Quantitative Factors

Analysis of business model

Geo-Politics and its impact on business

Derive Quality Scorewith input of ROE, ROIC, Earnings Risk and Debt repayment capabilities

Financial analysis of last 5 years

Market cap bucket fit

Impact of Macro-economic variables on the business model

Channel checks Building investment thesis

Stock weight allocation based on degree of conviction

Company analysis based on factors including Porter’s Five Factors

Management Meetings

Valuation model Entry and exit points

Sell-side research interaction

Work place /Plant visits

Target price Dissemination of new information

SBI GROWTH WITH VALUES PERFORMANCE & ALLOCATIONS

AMC Category Strategy Name 3 Months 6 Months 1 Year Since Inception Inception Date

SBI Multi Cap Growth With Values 0.27% -0.75% 20.08% 14.78% 11-Jul-16

* Above data are as on 31st MAY 2018. * Above 1 year returns are in CAGR

Get PMS Advice: +91 9884088886 www.pmsbazaar.com

WEBINARKeynote Speaker

Ms.APARNA SHANKERFund Manager - SBI PMS

SBI Funds Management Pvt. Ltd.

MARK THE DATE & TIME

4pm to 5pmJUNE30 th

2018

To know more on the product, We have scheduled a live webinar with Ms. Aparna Shanker on 30th June 2018.Register your self to confirm the same

“ SBI Growth with Values " strategy has strong stock selection process to construct portfolio. We strongly believe "SBI Growth with Values" strategy will suit investors with moderate risk appetite and with investment horizon of 3+ years.

Register Now