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REFERRAL PRODUCTS
DEMAT
ACCOUNTS
Refer your client to open Trading & Demat Account with Nuvama

Become a POS licensed partner of GI Company to distribute Health,

GENERAL motor & Home Insurance policies
INSURANCE Health Plan
• 2 Years Cover for 1 Years’ Premium • Daily Cash Benefits
• No Disease wise Capping • Free Medical Check-up for claim free year
• Bariatric Cover • Cashless Treatment in more than 5000 Hospitals
• Ayush Cover

STAR Health – Products available now are

• Senior Citizen Red Carpet Policy • Medi Classic
• Comprehensive • Diabetes Safe
• Family Health Optima

Motor Insurance Plan

Provide a comprehensive Private Car Package Insurance, so that Your car is protected when You need it the most.

• Cashless Servicing • Decision on claims approval within

• Optional add-ons 7 working days from the receipt of all

Home / Property Insurance (LTH) Plan

Get comprehensive coverage against natural calamities and mis-happenings.

SECONDARY MARKET OFFERINGS

Nature of
Short Name Name of Security & Coupon Rating Maturity Date Interest Date Freq
Instrument

10 Lacs 7.72% BSNL 2032 Unsecured AAA(CE) INDIA RA 22-Dec-32 22 Jun & 22 Dec Semi Annual

1 Lac 7.97% HDFC 2033 Secured AAA by CRISIL and ICRA 17-Feb-33 17th Feb Annual

1 Lac 10.25% Clix Capital Services Pvt Ltd 2025 Secured A (Stable) by CARE 02-Sep-25 Qtrly - 2 March, 2 June, 2 Sep and 2 Dec

1 Lac 8.15% L&T Finance Limited Secured AAA by ICRA and CARE 01-Mar-28 1 March Annual

10 Lacs 7.99% Tata Capital Financial Services 26 Secured ICRA and CRISIL AAA/Stable 17-Apr-26 17th April Annual

10 Lacs 8% Tata Cap Fin Ltd - 2027 Secured ICRA and CRISIL AAA/Stable 19-Oct-27 19th October Annual

10 Lacs 10.25% Shriram Transport Finance Ltd. Unsecured AA+ by CRISIL and IND 26-Apr-24 27th Monthly

10 Lacs 9.95% U. P. Power Corporation Ltd. 2030 Secured and Guranteed A+ (CE) by Crisil & IND Ratings 22-03-2030 30-12, 30-03, 30-06, 30-09

10 Lacs 9.95% U. P. Power Corporation Ltd. 2031 Secured and Guranteed A+ (CE) by Crisil & IND Ratings 22-03-2031 30-12, 30-03, 30-06, 30-09

10 Lacs 9.95% U. P. Power Corporation Ltd. 2032 Secured and Guranteed A+ (CE) by Crisil & IND Ratings 22-03-2032 30 Dec 31 Mar 30 June 30 Sept

10 Lacs 9.62% Andhra Pradesh State Beverage Corp Ltd 2029 Secured and Guranteed AA(CE) BY IND & AA+(CE) BY ACUITE 31-05-2029 28-Feb, 31-May, 31-Aug, 30- Nov         

10 Lacs 9.62% Andhra Pradesh State Beverage Corp Ltd 2030 Secured and Guranteed AA(CE) BY IND & AA+(CE) BY ACUITE 31-05-2030 28-Feb, 31-May, 31-Aug, 30- Nov         

10 Lacs 9.62% Andhra Pradesh State Beverage Corp Ltd 2031 Secured and Guranteed AA(CE) BY IND & AA+(CE) BY ACUITE 31-05-2031 28-Feb, 31-May, 31-Aug, 30- Nov         

10 Lacs 7.74% State Bank of India Perp Perpetual AA+ by CRISIL 09-Sep-25 7 Sept Annual

1 Lac 11.95% Ujjivan Small Finance Bank 28 Unsecured A+/Stable by CARE 26-Apr-28 26th Monthly

10 Lacs 8.70% Bank of Baroda Perp Nov 2024 Perpetual AA by CRISIL and IND 28-Nov-24 28th Nov annual

1 Lac 13.25% Zetwerk Manufacturing Businesses Pvt Ltd Secured A- Stable by CRISIL 24-Feb-26 24th Monthly

For more details, please get in touch with your RM today

Subject to availability of Stock on fund transfer day
Allotment on First Come First Serve Basis
Incase of Non availability of Bonds, funds will be refunded within 3 working days
*The papers mentioned above are subject to market conditions and availability. Kindly confirm rates as well as availability of securities before finalizing the deal. For further details, contact your Relationship Manager.

Enquire Now Request for latest price and yield quotes

FORTHCOMING PUBLIC ISSUE

Lead Managed by Nuvama Other Lead Managed IPOs

• ESAF Small Finance Bank Limited • Signature Global IPO

IPOs • Macleods Pharmaceuticals Limited • BIBA Fashion Ltd.

• FirstMeridian Business Services Limited • Concord Enviro Systems Limited
• Joyalukkas India Limited • Allied Blenders and Distillers Ltd
• Navi Technologies Limited • Yatharth Hospital& Trauma Care Services Limited
• TVS Supply Chain Solutions Limited • EbixCash Limited
• Droom Technology Limited • Mukka Proteins Ltd
• Vikram Solar Limited
• Hemani Industries Limited
• Prasol Chemicals Limited
• Innova Captab
• Healthvista India Limited
• Signatureglo bal (India)

Forthcoming NCD (Lead Managed by Nuvama Wealth And Investment Limited Formerly Known As EBL)
NCD • Edelweiss Financial Services Limited • Muthoot Finance Limited
• Indiabulls Commercial Credit Limited

Forthcoming NCD
Issue Name Issue Date Coupon Rate

Series I I III IV* V VI VII VIII

INDIABULLS HOUSING Apr 03, 23 Nature Annual Annual Cumulative Annual Monthly Cumulative Annual Monthly
FINANCE LIMITED To
Apr 19, 23 Tenor 24 Months 24 Months 24 Months 36 Months 36 Months 36 Months 60 Months 60 Months

Coupon (% per annum) for

9.60% 9.60% NA 9.75% 9.35% NA 10.00% 9.57%
Category I & II .
Coupon (% per annum) for
Category III & IV 10.00% 10.00% NA 10.25% 9.80% NA 10.50% 10.03%

Effective Yield (per annum) for in

Category I & II
9.59% 9.59% 9.60% 9.74% 9.75% 9.75% 9.99% 9.99%

Effective Yield (per annum) for in

Category III & IV 9.98% 9.98% 10.00% 10.23% 10.24% 10.25% 10.49% 10.50%

Issue Name Issue Date Coupon Rate

Series I II III IV* V VI VII VIII IX X

Edelweiss Financial Apr 06, 23 Frequency of Interest Annual Cumulative Monthly Annual Cumulative Monthly Annual Cumulative Monthly Annual
Services Limited
To
Apr 21, 23 Tenor 24 24 36 36 36 60 60 60 120 120

Coupon (% per annum) for NCD

8.95% NA 9.20% 9.60% NA 9.67% 10.10% NA 10.00% 10.45%
Holders in Category I, II, III & IV .
Effective Yield (per annum) for NCD
Holders in Category I, II, III & IV 8.94% 8.95% 9.59% 9.59% 9.60% 10.10% 10.09% 10.10% 10.46% 10.44%

Amount (₹ / NCD) on Maturity for

NCD Holders in Category I, II, III & IV
₹ 1,000 ₹ 1,187.30 ₹ 1,000 ₹ 1,000 ₹ 1,317.00 ₹ 1,000 ₹ 1,000 ₹ 1,618.70 ₹ 1,000 ₹ 1,000

Issue Name Issue Date Coupon Rate

Series I II III# IV V VI VII

Apr 12, 23 Frequency of Interest Monthly* Monthly* Annually** Annually** Annually** NA NA

Muthoot To
Finance Apr 26, 23
37 months 61 Months 25 months 37 months 61 months 37 months 61 months
Tenor
Limited
NCD Holders in Category I, 7.75% 7.85% 7.75% 8.00% 8.10% NA NA
II, III & IV .
NCD Holders in Category III & IV
(Additional 0.50% Incentive On III & IV)
8.25% 8.35% 8.25% 8.50% 8.60% NA NA

NCD Holders in Category

7.75% 7.85% 7.75% 8.00% 8.10% 8.00% 8.10%
I & II

NCD Holders in Category III 8.25% 8.35% 8.25% 8.50% 8.60% 8.50% 8.60%
& IV

w
Ne

Edelweiss Offerings Non-Convertible Debenture (Backed EARC SHARES)

Product Silent features Security

• 37 Months with IRR 10% and 48 Months with IRR 10.50% Yes, secured by 1x cover on Principal & Coupon initially
against balance sheet assets and later with specific
• Minimum Investment: 1 Lakh and in multiple of 1 Lakh
charge on ultimate security.
• Taxation: 10% LTCG on buyback

Collateral Edelweiss ARC Key highlights

Edelweiss group companies along with Issuer to pledge • Largest ARC in the country
its total holding in Edelweiss Asset Reconstruction
• Annual regular cash flow of more than INR 2,000 Crs
Company (EARC)LTD
• Annual cash inflows are more than 50% of borrowing
• Sound capital adequacy ratio of 43%

ECAP-EARC NCD offers a very attractive post tax

returns especially to HNIs/Ultra HNIs who are in
higher tax slabs and the surcharge on that reduces
the net income further

AIF
CARNELIAN STRUCTURAL SHIFT FUND – A Cat III AIF (Portfolio mix – Listed and Unlisted)

Investment Strategy
1. Fund designed to capture structural decadal shifts presenting large opportunity in
• Manufacturing led by conducive regulatory and global environment
• Tech evolution empowered by digital & SAAS platform with Indian companies at the forefront
2 A unique blend of mid/small cap companies across listed/unlisted space with
• Niche core competence & large opportunity size
• Proven track record
• Impeccable management capabilities
3. All companies filtered through unique proprietary Carnelian PIU & forensic filters with MCO framework

Pandemic accelerated 2 structural shifts

MANUFACTURING
• Manufacturing GDP set to double over the next 5 years (Aided by cost competitiveness & China+1 shift will create big opportunities)
• India on the cusp of a manufacturing boom
• Factors supporting manufacturing - Govt. Reforms, Cost Competitiveness, China + 1 Shift, Strong Domestic Markets

TECHNOLOGY
• India IT service to grow from USD 165bn to 300bn by 2025
• USD 90bn alone from IT digital services
• Global SaaS to grow from USD 100bn to 400bn by 2025
• Saas companies to grow at ~30% CAGR globally with Indian companies expected to grow at ~45% CAGR
• Total investment in Indian SAAS in FY21 @ USD 4.5bn (+170% YoY)
• Indian SAAS revenue will grow 6x (USD 30 bn opportunity) over next 5 years

Carnelian - Awards and recognition

• Winner – Best PMS on absolute returns and best theme identification
• Ranked No.2 in top 30 PMS’ base on QRC framework

Nuvama Crossover Yield Opportunities Fund(VDF)

Investment Strategy
• The product offers private equity like returns with debt like yield and regular cash-flows
• Venture Debt, a fast-growing segment - Share of Venture debt is expected to grow from 4% to 15% in the next few years

Salient Features

85% - 92% in Debt 85% - 92% in Debt

• Monthly coupon of 14-16% p.a. • An option to participate in equity

• Short tenor of 18-30 months upside over life of investment
• Senior secured creditor • Long term investment horizon for
• Monthly principal repayments starting 3/6-month value creation: 3-5 years
• 10% - 12% p.a. Quarterly distributions for first 4-5 years • 2.5-3x MOIC - Equity upside realized over fund tenure

Product aims to provide extremely low risk of capital loss

Investment Recovery Recovery Mechanism Recovery Mechanism

100% investment recovery in ~20 months In a typical investment, if borrower Amount at risk will be recovered through
defaults at 18 months, only 12% of
~88% investment recovery in 18 months investment at risk Cash collateral / 1 quarter DSRA*

*DSRA - Debt Service Reserve Account, also known as DSRA, is a cash reserve account Equity infusion by existing VC/PE investors

set aside to make debt payments when debt services are not available due to
Standard creditor rights
cashflow disruption

Low Debt/EV to ensure full recovery

First/Pari-passu charge on all assets -receivables, inventory, fixed assets, brand, trademarks,
patents Senior secured creditor
• Typically, collateralized against cash
• Cash: Debt ratio: The fund work with a minimum 3x cover

What is Venture Debt?

Senior secured debt to venture capital/private equity backed high growth enterprises – offering a blend of fixed income and equity returns to
investors Venture debt provides multiple benefits

Why venture Debt?

To the company Shareholders

• Fuel growth - provide additional capital to augment equity • Minimal dilution - Minimizes and delays equity dilution for all
financing and continue growth trajectory Shareholders
• Extend runway - Extend cash runway to achieve the next growth • Better equity realization - Due to higher stake and increased
milestone valuation

White Oak India Equity Fund – VI (WOIEF- VI) :

• Investment Objective: The objective is to generate sustained capital appreciation through superior returns over time.
• Investment Approach: Bottom up, Multicap diversified portfolio
• Fund Tenure: Initial tenure of 4 years extendable by an additional period of 1 year with the prior approval of 2/3rd of the Unitholders by value of
their Net Capital Contributions
• Drawdown Period: 25% at the time of investment and rest 75% over 3 tranches before final close, final Close on or before June 2023 (Tentatively)

Drawdown Structure: Drawdown Period (% Of Capital Commitment)

Period (Investment Start Date) Mid October till Jan 2022 Feb 2023 - March 2023 April 2023 - May 2023 Jun-23

Mid October till Jan 2023 Mid October till Jan 2022 Feb 2023 - March 2023 April 2023 - May 2023 Jun-23

Feb 2023 - March 2023 25% 25% 25% 25%

April 2023 - May 2023 50% 25% 25%

Jun-23 75% 25%

100%

Other Salient Features

Nuvama Crossover Opportunities Fund Sr.III-B Pre IPO/ Late Stage Private Equity Fund

Why this fund

• IPOs: Attractive investment opportunity with structural growth characteristics. Economic growth & PE exits to sustain quality IPO pipeline
• Pre-IPO / Late-stage PE: Most attractive way to participate in high-quality IPOs. Relatively less crowded space

Crossover Funds: Bringing together the expertise, leadership, and track-record in Pre-IPO
/ Late-stage PE investing
• PRE-IPO/LATE-STAGE PE DISCOUNT TO IPO up to 77% (Time to IPO 24 – 36 months)
• IPO Index has outperformed Nifty 50 by > 9% over the last 10 years (IPO Index ~19.70% CAGR vs. Nifty ~10.70% CAGR)
• Enabling Superior ACCESS in IPOs through Anchor and QIB, where oversubscription denies allocation to investors
• Allocation Range PRE-IPO / LATE-STAGE PE (UNLISTED): 51%-75%, rest in IPOs (LISTED)

Crossover Series - Robust Performance Delivered

Crossover I Crossover II *Crossover III *Crossover III-A *Crossover III-B

#IRR/Absolute Return 20.10% 30.89% 14.53% 4.65% -1.26%

Investment Amt 1cr 1cr 50 Lakhs 50 Lakhs 25 Lakhs

Distributed Capital 92.14% 39.40% Nil Nil Nil

Distributed Income 60.29% 63.70% Nil Nil Nil

Total Distribution 152% 103.10% Nil Nil Nil

#NAV 25.5529 24.2471 12.6705 10.8135 9.8736

Capital Commitments 1533 Cr 508 Cr 1530 Cr 1154 Cr 882 Cr

Inception Date 17-Nov-17 16-Sep-18 07-May-21 13-Sep-21 04-Mar-22

NSE DailyHunt OLA OLA

Key Holdings
BYJU’S BYJU’s OLA Electric OLA Electric

OLA OLA DailyHunt

OLA Electric BYJU’S

#Data as on 3-Feb-2023. *Returns of crossover III-B is absolute in nature.

Nuvama Infra Yield Plus Sr.II – A Cat-1 AIF

The fund offers unique Investment Opportunity to Domestic Investors through SEBI regulated AIF structure.

• Yield+ II target to deliver Gross IRR of 18-20% including expected annual distribution of 8%+
• Yield+ is currently tracking at Gross Fund IRR (in INR terms) of ~22%+** with Annual Yield Distribution (DPU) of ~10%+
• Yield+ II strategy endeavors to raise INR 7500 Cr including Onshore and Offshore Fund Unique Offering - “One should think of long-term yield
products while investing in this fund”

Pre- InvIT Value Enhancement Portfolio Exit

Aggregating Good Quality Unique Asset Management Exit through InvIT /
Operating Assets Capability Strategic Sale

Building Sizeable Enhancing Generating

Portfolio Returns Capital Gains

Investment Philosophy & Pre-defined Characteristic To Filter High Quality Assets

• The Fund aims at investing largely in operational assets that meet fund’s core characteristics
• Investments will be primarily in infrastructure sector including transportation and energy
• With an active asset management approach, it looks to enhance the value of the assets

Fund Strategy Of Investing In Assets

• No Greenfield / Development risk
• Long residual asset life
• Contracts / concessions with Credible Counterparties
• Predictable Cash Flows
• Ability for Financial and Operational improvements

Yield + at a Glance

Nuvama Discovery Fund Sr.I – Cat II AIF

Investment philosophy Target Companies

• Invest in leaders of emerging sectors in • Revenue run-rate : 50 To 500 Crores
mid-stage business • Growth rate : 20%+ CAGR

Investment Theme Target Portfolio Characteristics

• Strong unit economics • Deal Size : Rs 75 To 150 Cr
• Sector Agnostic with positive bias towards new economy • 12-15 Investee companies
businesses • Minority stake investments.
o Consumer brands,
o Specialized e-commerce and
o B2B disruptors

Other Key Information

• Initial Investment (the 1st draw down) 30% of their respective aggregate Capital Commitment
• Term : 5yr from final close
• Commitment Period : 30 months from initial close
• Final Close: 24 months from initial close

CARNELIAN STRUCTURAL SHIFT FUND – A Cat III AIF (Portfolio mix – Listed and Unlisted) :
A thematic fund with focus on manufacturing and IT.

Cumulative Performance (%) – Since Inception (14-April-2022)

Return 1Month SI Absolute SI CAGR

• Nifty return in this period - 5.42%
Fund -4.70% 10.80% 15.40%
• Benchmark is BSE Top 500 - 2.10%
BSE 500 -3.20% 2.10% 3.00%
• Carnelian Structured Shift Fund - 10.80%
Nifty 50 5.42%

Capex and infra outlay in the latest budget: The fund should benefit from this

FY24BE capital expenditure stands at Rs10tn – a massive 33% growth YoY. Since the current government’s coming into power in 2014, capex
intensity has gone up from 1.5% of GDP in FY18 to 3.3% of GDP in FY24BE; below are few of the interesting highlights:

Manufacturing Focus : The government continues its focus on promoting manufacturing in the country.

• Reduction in basic customs duty (Import duty) on open cells of TV-panel and certain parts of mobile phones
• Import duty on capital goods and machinery for lithium-ion batteries has also been done away with.
• Proposed infusion of Rs.9,000 crs in the credit guarantee scheme for MSMEs

Fund Features

• Well-diversified to capture a sizeable wealth creation opportunity across

• Manufacturing (well diversified across sectors barring BFSI/Real estate)
• Technology
• Aims to invest in mid-small caps to capture these young with a potential to deliver 2.5x to 3x returns over next 5 years
• Focus on investments in high capability /niche companies well positioned to benefit from this shift
• No other comparable offering with this combination/theme
• Ability to invest up to 30% in Pre-IPO companies.
• Forensic analysis on all companies

Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund – A Cat III AIF

FUND PERFORMANCE AT A GLANCE

Fund / 1 Month 3 Month 6 Month 12 Month CAGR Since Absolute FY 23

Benchmark Inception Return YTD

EDGE -2.40% 6.80% 18.50% 12.20% 17.30% 31.90% 10.90%

Nifty 50 TRI -3.50% 6.10% 15.30% 5.70% 14.50% 26.50% 4.80%

LARGE CAP MFS

Fund / 1 Month 3 Month 6 Month 12 Month CAGR Since Absolute FY 23

Benchmark Inception Return YTD

Weighted average -3.10% 6.80% 18.50% 12.20% 17.30% 31.90% 10.90%

Best performing 2.60% 6.10% 15.30% 5.70% 14.50% 26.50% 4.80%

Fund inception date: 05-Apr-21, Data as of Dec’22, Source: NSE, AMFI,

Large cap MF returns are basis category weighted average

What does EDGE offer?

Aims to deliver consistent equity-like returns over 1-3 years
Brings stability to portfolio returns over the long term
• While lowering portfolio volatility

Limits downside during corrections

• Increases the potential to generate alpha over the long term By falling less, the portfolio can rise more
• EDGE is not an absolute return strategy

• Not another benchmark-hugging offering

Offers a better way of participating in equity markets
• Complements long-only equity allocation

What has EDGE delivered

• 17%+ p.a. returned since inception
• ~6.5% alpha over benchmark in the last 12 months
• #1 amongst ALL large-cap MF schemes, ~8.5% outperformance over category average
• with superior risk-reward, Sharpe ratio of 1.2 vs 0.7 for benchmark

Cushioned downfall: Less than half the fall during the last major correction, 5%+ alpha
PERFORMANCE & EDGE ALPHA: OCT’21- JUN’22

Oct-21 to Jun 22 EDGE Nifty 50 TRI BSE 200 NSE 100

Performance -4.70% -9.50% -10.60% -10.70%

Alpha Delivered by EDGE 4.80% 5.90% 6.00%

Structured Products (Limited Period Offer)

Crown Series 44M Crown Series 31M

• IRR : ~9.25% • IRR : ~9.00%

• Maturity Date: 29-May-26 • Maturity Date: 30-Apr-25
• Maturity Amt: 13,82,733 • Maturity Amt: 12,49,377
• Minimum Investments : 10 Lakh plus accrued Interest • Minimum Investments : 10 Lakh plus accrued Interest
• Type: Listed, Secured • Type: Listed, Secured

LEAP AWE+ PP ELL- Yield Plus 30 Months A limited Period

offer. Secured, Listed and Rated MLD
• Min. Inv. – In multiples of 1 Lakh
• Benchmark – Leap Index • Min. Inv. – In multiples of 10 Lakh

• IRR: Absolute return of 47.5% if LEAP goes up by 10%. • Client IRR – 9%

Uncapped upside of LEAP on above 47.5%. Principal • Maturity Value - 12,49,100

protected • Security Collateral: Secured by 1x cover de Principal & Coupon against specific
asset. Additionally, corporate guarantee from parent EFSL
• Trustee - CATALYST TRUSTEESHIP LIMITED

LEAP AWE+ NPP LEAP BETA

• Min. Inv. – In multiples of 1 Lakh
• Min. Inv. – In multiples of 1 Lakh • Benchmark – Leap Index
• Benchmark – Leap Index • IRR: 1.65 times Index return
IRR: Absolute return of 62% if LEAP goes up by 10%. • Tenure: 3.5 Yrs
Uncapped upside of LEAP on above 62%. Downside • Nature of Investment: Senior and Secured
equivalent to LEAP Index • Security: Yes, with a minimum 1x charge created with
debenture

Product Name ELL Crown 31M ELL Crown 44M Yield Plus 31M ELL Leap Beta

Residual Maturity 26 Months 39 Months 27 Months 42 Months

ISIN INE468N07292 INE468N07300 INE468N07334 INE468N07540

Available in multiple of 10 Lac 10 Lac 10 Lac 1 lac

Name Crown Crown Yield Plus ELL Leap Beta

Issue Price ₹ 10,33,362 ₹ 10,34,265 ₹ 10,26,568 ₹ 1,00,000

Issue Date 30-Sep-22 30-Sep-22 28-Oct-22 06-Jan-23

Maturity Amount ₹ 12,49,377 ₹ 13,82,733 ₹ 12,49,100 Market dependent

Maturity Date 30-Apr-25 29-May-26 27-May-25 25-May-26

IRR ~9.0% ~9.25% ~9.0% 165% of underlying LEAP index performance on the

upside. Downside equivalent to LEAP Index

Type Listed Listed Listed

. Unlisted

Benchmark* Gsec Gsec Gsec Leap Index

Product Name LEAP AWE+ - PP LEAP AWE+ - NPP

Residual Maturity 42 Months 42 Months

ISIN INE468N07524 INE468N07532

Available in multiple of 1 lac 1 lac

Name LEAP AWE+ - PP LEAP AWE+ - NPP

Issue Price ₹ 1,00,000 ₹ 1,00,000

Issue Date 01-Jan-23 06-Jan-23

Maturity Amount Market dependent Market dependent

Maturity Date 18-May-26 18-May-26

IRR Absolute return of 47.5% if LEAP goes up by 10% Uncapped Absolute return of 62% if LEAP goes up by 10% Uncapped upside

upside of LEAP on above 47.5% Principal Protected of LEAP on above 62% Downside equivalent to LEAP Index

Type Unlisted
.
unlisted

Benchmark* Leap Index Leap Index

PFC & IRFC (54EC BOND) – Coupon Rate 5.25% , Tenure

. : 5 years , AAA/Stable’ by CRISIL
.

COMPANY FIXED DEPOSITS

Company Ratings 12 M. 18 M. 24 M. 36 M. 48 M. 60 M
Bajaj Finance Ltd CRISIL - "FAAA" & ICRA - "MAAA 7.40% 7.55% 7.65% 7.65% 7.65%

Shriram Finance ltd CRISIL - "FAAA" & ICRA - "MAA+ 7.60% 8.05% 8.25% 8.35% 8.50%

M & M Finance CRISIL - "FAAA" 7.40% 7.60% 7.70% 7.75% 7.75%

HDFC Regular CRISIL - "FAAA" & ICRA - "MAAA 7.10% - 7.35% 7.40% 7.40% 7.40%

HDFC Premium CRISIL - "FAAA" & ICRA - "MAAA - M – 7.50%

15M-7.45% & 22 30 M- 7.35 % & 44 M –7.50%
LICHFL Fixed Deposit CRISIL - "FAAA" 7.00% 7.10% 7.35% 7.50% 7.50%
PNB Housing Finance Ltd CRISIL FAA+/ Stable & CARE AA+ Stable 7.35% 7.00% 7.70% 7.40% 7.50%
ICICI Home Finance Company LTD CRISIL” FAAA/Stable” & ICRA “MAAA/Stable” 7.00% 7.30% 7.40% 7.50% 7.50%

7.35%* p.a. RBI - Floating Rate Savings Bonds 2020 (Taxable)

Tenure : 7 years, Min. Inv. ₹ 1,000

MUTUAL FUNDS
Large Cap :- Mid Cap :- Small cap:-
• ICICI Pru Bluechip Fund(G) • Mirae Asset Midcap Fund-Reg(G) • Canara Rob Small Cap Fund-Reg(G)
• DSP Top 100 Equity Fund-Reg(G) • Axis Midcap Fund-Reg(G) • ICICI Pru Smallcap Fund(G)
• Mirae Asset Large Cap Fund-Reg(G) • Kotak Emerging Equity Fund(G) • Kotak Small Cap Fund(G)
• PGIM India Midcap Opp Fund-Reg(G) • Nippon India Small Cap Fund(G)
Equity/Debt • Edelweiss Small Cap Fund-Reg(G)

Multi cap:- Large cap & Mid Cap :-

• ICICI Pru Multicap Fund(G) • Mahindra Manulife Top 250 Nivesh
• Invesco India Multicap Fund(G) Yojana-Reg(G)
• Nippon India Multi Cap Fund(G) • SBI Large & Midcap Fund-Reg(G)
• Sundaram Multi Cap Fund(G)

Balance & Hybrid Funds: Arbitrage fund : Liquid Funds:

• Edelweiss Balanced Advantage Fund • Edelweiss Arbitrage Fund • Edelweiss Liquid Fund
Others Funds • ICICI Pru Asset Allocator Fund • Axis Arbitrage Fund • Axis Liquid Fund
• Motilal Oswal Dynamic Fund • L&T Arbitrage Opp Fund • Mirae Asset Cash Management fund
• Kotak Balanced Advantage Fund • Invesco India Arbitrage • Invesco India Liquid Fund
Fund
Thematic Fund:
• Mirae Asset Healthcare Fund
• DSP Quant Fund

• Axis LT Equity Fund • Canara Robeco Equity Tax Saver

ELSS • Mirae Asset Tax Saver Fund • DSP Tax Saver Fund

NFO/FMP :

LOANS AND MORTGAGES

Opportunity In Current Market:- Fresh Home loan | Balance Transfer of Home Loan & Top Up
| Loan for business expansion against collateral

Business Opportunity in Loans & Mortgages:

• Shift existing Home Loan as low as @ 8.65% *
• Digital Login to Sanction on process , save on travel time and TAT
• Home loan for Salaried/ Self Employed Professional/Self Employed Non Professional
• Cross Sell opportunity of selling our referral products.
• Assign online lead to our SM through Nuvama.
• Reach out through for any query from partners.feedback@nuvama.com

HOME LOANS
HFC PRODUCT SALARIED SENP MORTGAGES
ROI PF ROI PF ROI PF
HDFC Limited HL & Retail LAP 8.55%-9.15% ₹3000 + GST or 0.25% + GST 8.70%-9.45% ₹20000 + GST or 0.15% + GST 8.95% -10.25% 1.00% + GST

PNB Housing Finance HL & Retail LAP 8.50%-9.75% ₹10000 + GST or 0.25% + GST 8.55%-10.35% 0.50% + GST 8.99% -11.35% 0.75%+GST

Kotak Mahindra Bank HL & Retail LAP 8.85%-9.35% ₹10000 + GST 8.90%-9.45% 0.50% + GST 9.15% -9.85% 1.00% + GST

IDFC First Bank HL & Retail LAP 8.85% - 9.25% 0.20%+GST / 0.50% + GST 9.25% - 9.65% 0.50% + GST - 1% + GST 9.75% - 10.40% 1.00% + GST / ₹9999 + GST

FederalBank HL & BL & LAP 10.15%-10.55% ₹11800 - ₹17500+GST 10.20%-10.65% ₹11800 - ₹17500+GST 12.60% -13.35% ₹19500 + GST

L & T Financial Services HL & Retail LAP 8.60%-9.25% ₹5000 + GST / 0.25% + GST 8.90%-9.70% ₹10000 + GST 9.70% - 10.50% 0.50% + GST

Axis Bank HL & Retail LAP 8.75% - 9.15% ₹10000 + GST or 0.25% + GST 8.85% - 9.35% 0.50% + GST 9.90% - 10.80% 0.75%+GST

Bandhan Bank HL & Retail LAP 8.65%-11.75% ₹10000 + GST or 0.25% + GST 8.65%-11.75% ₹10000 + GST or 0.25% + GST 11.40% - 14.90% 0.25% + GST

ICICI Bank HL & Retail LAP 9.25% - 9.90% 0.50% + GST 9.40%-10.05% 0.50% + GST 10.85% - 12.40% 1.00% + GST

Tata Housing Finance Ltd HL & Retail LAP 9.00% - 9.95% 0.25% + GST 9.10% - 10.25% 0.50% + GST 9.85% - 13.00% 1.00% + GST

Tata Capital Financial Services Retail LAP & BL NA NA NA NA 9.85% - 13.00% 1.00% + GST

Bank of Baroda HL & Retail LAP 8.90%-10.30% ₹8850 + GST 9.05%-9.90% ₹8850 + GST 9.85% - 11.20% 1.00% + GST

Axis SBB Retail LAP & BL NA NA NA NA 11% -15.00% 1.00% + GST

Hero FinCorp HL & Retail LAP NA NA NA NA 11% -15.00% 1.00% + GST

Disclaimer : ROI published in the above chart as on 7 April, 2023. It is subjected to change as per regulatory norms.

INDUSTRY UPDATES
Mutual Fund Highlights
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MUTUAL FUND ONLINE BUY & SELL PLATFORM AVAILABLE  ELSS Equity AUM for the month of Jan 2023- Rs 1,56,868 Cr
 MF Industry AUM for the Month Jan 2023 - Rs 40,80,310.60 Cr  Liquid/Money Market Funds 8,77,063 Cr.
 Equity AUM + Hybrid (Excluding Arbitrage)- Rs. 17,83,430.57 Cr  Other Funds- Rs. 11,73,324.68 Cr.

EQUITY IPO FINANCING FOR HNI REC , NHAI , PFC& IRFC (U/S 54EC) – ROI 5.00% Annual Payout

8 April, 2023