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Nifty Beta

Edelweiss NIFTY BETA is a structured equity participation product offering 150% upside participation in Nifty 50 Index returns with a tenor of 36/42 months and a minimum investment of Rs. 10 Lacs. While it provides potential high returns, the principal amount is not protected at maturity and is subject to market and credit risks. The product has received favorable credit ratings and has historically outperformed the Nifty in 98% of rolling periods since January 2016.

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36 views1 page

Nifty Beta

Edelweiss NIFTY BETA is a structured equity participation product offering 150% upside participation in Nifty 50 Index returns with a tenor of 36/42 months and a minimum investment of Rs. 10 Lacs. While it provides potential high returns, the principal amount is not protected at maturity and is subject to market and credit risks. The product has received favorable credit ratings and has historically outperformed the Nifty in 98% of rolling periods since January 2016.

Uploaded by

mjayaprakash22
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

Edelweiss NIFTY BETA – Structured Equity Participation

Product Snapshot

• Issuer: EdelCap Securities Ltd (100% subsidiary of ECAP Equities Ltd)

• Tenor: 36/42 months

• Listing: Unlisted

• Security: 1x cover on principal & coupon via balance sheet assets

• Principal Protection: Principal Amount is not protected at maturity

• Credit Rating: CRISIL A+, ACUITE A+, CARE A+

• Minimum Investment-Rs.10 Lacs & there after Multiples of Rs.5 Lacs

• Taxation- Gains are taxed as per Marginal Income tax Slab upon maturity

Investment Thesis

• Upside Participation: 150% of Nifty 50 Index returns (uncapped)

• Downside Exposure: 1x downside, same as direct equity

Illustrative Return Scenarios (For Investment of ₹10,00,000)

Nifty Return Nifty Beta Return Redemption Value IRR

+100% +150% ₹25,00,000 29.91%

+50% +75% ₹17,50,000 17.33%

+10% +15% ₹11,50,000 4.07%

0% 0% ₹10,00,000 0.00%

-20% -20% ₹8,00,000 -6.17%

-50% -50% ₹5,00,000 -17.96%

Historical Back test (Jan 2016 – Mar 2025)

• 98% of 3.5-Year Rolling Periods: Nifty Beta outperformed Nifty

• Return (Positive Periods): Nifty Beta: 52.79% & Nifty: 35.19%

Note:

1)Entry Level: Average of official closing levels of Nifty 50 Index as on primary trade date and F&O expiry of next four
months

2) Exit Level: Average of official closing levels of Nifty 50 Index as on F&O expiry of 32nd month to 36th month from
primary trade date

Our Recommendation- To equity-savvy investors seeking amplified Nifty 50 returns

Disclaimer: **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.** MLD’s are subject to market & credit risk. The performance of the
underlying assets is volatile, past performance are not an indicative to future performance. Investors are advised to read the
offer document carefully, understand the terms, conditions, and risk factors, and consult their financial and tax advisors
before investing.

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