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LEAP Beta is a market-linked debenture that offers investors 165% participation in the positive returns of the LEAP index, an actively managed growth-focused index, with similar downside risk as direct equity investments. It provides uncapped upside potential while limiting losses to the original investment amount. The product aims to generate higher returns than the underlying index by providing 1.65 times the equity upside through various market scenarios, with an internal rate of return ranging from 32.11% in a rising market to -100% if the index falls 100%. The investment seeks to outperform the market and accelerate returns through higher alpha exposure to the actively managed LEAP index.

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Dheeraj Sharma
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2K views1 page

LEAP Beta 1 Pager

LEAP Beta is a market-linked debenture that offers investors 165% participation in the positive returns of the LEAP index, an actively managed growth-focused index, with similar downside risk as direct equity investments. It provides uncapped upside potential while limiting losses to the original investment amount. The product aims to generate higher returns than the underlying index by providing 1.65 times the equity upside through various market scenarios, with an internal rate of return ranging from 32.11% in a rising market to -100% if the index falls 100%. The investment seeks to outperform the market and accelerate returns through higher alpha exposure to the actively managed LEAP index.

Uploaded by

Dheeraj Sharma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Leap Beta Overview: Introduces Leap Beta, a market linked debenture focused on active growth, detailing key features and potential returns for investors.

LEAP BETA

A market linked debenture based


on a growth-focused actively
managed index# offering higher
alpha to accelerate your returns

Grow Accelerate LEAP - Beta

Positive returns1 on 165% participation* LEAP – Beta offers


LEAP index#: on positive returns1 1.65x* of the equity
165%* of the index# with similar downside2 as upside with the same
returns, uncapped in direct equities 1x downside
1 Realized return on investment may differ depending on the investment timing, due to the difference in purchase value and face value of the security
on the date of investment
2 Loss on downside is basis face value and similar to direct exposure in equities
* Alpha generation/upside participation is basis Face Value
# LEAP index is managed by Nuvama Asset Management

How Leap Beta works


Scenarios LEAP index Index Product Investment Redemption Product
level Return Return3 at FV Value IRR5

Rising market 2200 100% 165.0% 1,00,000 2,65,000 32.11%


1980 80% 132.0% 1,00,000 2,32,000 27.18%
1760 60% 99.0% 1,00,000 1,99,000 21.73%
1540 40% 66.0% 1,00,000 1,66,000 15.58%
Stable market 1430 30% 49.5% 1,00,000 1,49,500 12.18%
1320 20% 33.0% 1,00,000 1,33,000 8.49%
1210 10% 16.5% 1,00,000 1,16,500 4.46%

Assumed 1100 0% 0% 1,00,000 1,00,000 0.00%


entry level4

920 -10% -10.0% 1,00,000 90,000 -2.97%


Falling market 690 -20% -20.0% 1,00,000 80,000 -6.18%
230 -50% -50.0% 1,00,000 50,000 -17.97%
0 -100% -100.0% 1,00,000 - -100.00%
3 Product returns showcased are for illustrative purposes only. The returns are pre-tax & post-cost
4 Entry level is average of LEAP Index Level on Primary Trade Date & the Nifty F&O expiry of next three months
5 IRR is only for illustrative purpose.
Strictly Private and Confidential-Not for Publication. This is not an Offer Document or Prospectus and does not constitute an Offer under the applicable laws.

Don't miss out on this momentum!


A market linked debenture based on a growth-focused actively
managed index offering higher alpha to accelerate your returns
Disclaimer: This is not an Offer Document or Prospectus and does not constitute an Offer under the applicable laws. The recipient of this document agrees and acknowledges that this
document is only for the purpose of market research and that this document should not to be construed as an offer to sell or a solicitation of an offer to subscribe to the product mentioned
in this document, or otherwise buy or sell any securities. For a detailed disclaimer, please click here. For Nuvama Wealth and Investment Limited disclaimer, please click here.

LEAP BETA Don't miss out on this momentum! A market linked debenture based on a growth-focused actively managed index offer

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