SAHARA SUPER 20 FUND

1
Sahara Super20 Fund
Advantage Large Cap
2
Contents

• Markets Economy
• Sahara Mutual Fund
• Sahara Equity Funds Performance
• Sahara Super 20 Fund

3
Equity Markets Jan 08 March 09

• Equity markets across the globe corrected
  significantly from peak levels An unprecedented
  scenario emerged on the back of global financial
  crisis.
• Excessive leverage and sharp reduction in assets
  valuation created financial crisis in US/Europe
  which got transformed into global economic
  crisis.
• Global equity markets suffered heavy sell off as
  the risk-return ratio turned negative and
  investors preferred safer avenues for
  investments.
• India was no Exception The equity markets
  carried the burden of the global negative
  sentiment that prevailed and corrected steeply
  from peaks of January 2008.

4
Sensex Jan 08 to Mar 09
To be replaced with Sensex graph post market hrs.
5
Nifty Jan 08 to Mar 09
6
Economic Revival- Early signs visible

• Bail-outs Stimulus Packages To support
  industry, ease liquidity and propel demand -
  India announced three such packages.
• Inflation turns favorable as it remains near zero
  levels for the past few weeks.
• Prices of crude oil, metals and other essential
  commodities corrected to reasonable levels.
• Low inflation - Lowers interest rates to revive
  credit market and ease liquidity.
• Corporate take initiatives to rationalize cost
  structure and improve operational efficiency.

7
Equity Market Revival

• Sensex gained over 50 since March09
• FII turned net buyers in Indian equity markets
• Indian equities get re-rated post General
  Elections,
• Return of Investor confidence in Equities.

8
Better times ahead

• FY ending March 2009 Indian Corporate post
  better results than expected signs of maturity
  to deal with crisis of sorts.
• FY 2010 Indian GDP growth likely to be higher
  than that of FY 2009 - a significant change in
  perception.
• Stimulus Packages working out in the economy
• Lower interest rates and improving confidence to
  result in increased consumption and investment.
• Flow of capital and easy liquidity to assist
  credit growth.
• End of Political Uncertainty
• Investors now believe that stronger policy
  initiatives by the Government are very much on
  radar.
• Top priority of the Government will be to deal
  with fiscal deficit without adversely impacting
  the economic growth.

9
Future Scenario

• Interest rates Southward Bound
• RBI and Finance ministry have indicated softer
  interest rate regime.
• QIP and IPO Return of investor confidence
• In May 09 itself a surge in QIPs was witnessed
  Shows confidence among institutional investors
• A positive environment for IPOs Improved
  investor sentiments and clarity on future
  business growth prospects.
• Disinvestment Aid in market sentiments
• Fiscal deficit has ballooned and initiatives
  such as disinvestment in PSU companies is
• widely expected by market
• Reduce government burden Reduce fiscal deficit
  Help maintain soft interest rates.
• Equity Performance Out performance to continue
• With higher GDP growth expectations equities
  offer potential for better returns.
• FII inflows likely to continue on the back of
  relatively better growth potential.

QIP Qualified Institutional Placements
IPO Initial Public Offer
10
Sahara Mutual Fund
Such Mein Mutual !
11
Sahara Equity Products

• Sahara Growth Fund
• A growth fund with objective of out-performing
  Nifty index.
• Sahara Midcap Fund
• A growth fund which invests pre-dominantly in mid
  cap stocks.
• Sahara Taxgain Fund
• An ELSS / Tax saving product.
• Sahara Wealthplus Fund
• A unique ROE product for long term investment.
• Sahara Infrastructure Fund
• A sectoral fund
• Sahara R.E.A.L. Fund (Close Ended)
• A multi sectoral fund
• Sahara Power Natural Resources Fund
• A sectoral fund with investments in two high
  growth sectors
• Sahara Banking Financial Services Fund
• A sectoral fund

12
World Class Performances 2007
By Lipper in 2007 (REFER TO DISCLAIMER)
13
Top performer funds of 2008
14
Sahara Growth Fund - Performance
Consistent top ranker fund in the equity
diversified category
Source Valueresearchonline.com Bloomberg - as
on 28.5.09
15
Nifty Vs Sahara Growth - Bullish Period
2.1.07 to 18.1.08
Sahara Growth Fund
Nifty
16
Nifty Vs Sahara Growth - Bearish Period
19.1.08 to 3.3.09
Sahara Growth Fund
Sahara Growth Out-performance by 9.78
Nifty
17
Sahara Taxgain Fund - Performance
Source Valueresearchonline.com Bloomberg - as
on 28.5.09
18
Sahara Midcap Fund - Performance
Source Bloomberg Data Analysis- as on 28.5.09
19
Sahara Infrastructure Fund - Performance
Source Bloomberg Data Analysis- as on 28.5.09
20
Sahara Power Natural Resources Fund -
Performance
Source Bloomberg Data Analysis- as on 28.5.09
21
Sahara Banking Financial Services Fund -
Performance
Source Bloomberg Data Analysis- as on 28.5.09
22
Sahara Super20 Fund
Focused Large Cap Opportunity
23
Super20 Advantage Large Cap

• Large cap stocks have a proven track record
• Offers consistency and visibility in earnings.
• Possess above-average return potential.
• Low investment risk.
• Large cap stocks are the leaders in respective
  industries, thereby are the first to capture the
  positive sentiments.
• Large caps reflect the true state of economy and
  the industry.
• Large cap companies participate and optimally
  benefit from the growth in the economy.

24
Super20

• A focused portfolio that would endeavor to invest
  in around 20 potentially attractive companies out
  of the universe of top 100 stocks by largest
  market capitalization
• The Select Top 100 Companies in the universe
  are well researched and are tracked by a majority
  of Research Houses.

25
Why Super20?

• Super 20
• An appropriate way to participate in the revival
  of Indian economy and participate in the
  prospective high GDP growth in the years to come.
• Focused Approach
• Best performing stocks will be selected out of
  Top 100 stocks with a focus to generate long term
  returns.
• Risk-Reward
• A focused portfolio in around 20 stocks has
  potential to offer above-average returns as
  compared to otherwise large cap but widely
  diversified portfolios.
• Dynamic Asset Allocation
• As the investment environment changes, with
  around 20 stocks, fund manager, with ease, can
  churn the portfolio maintaining the risk-reward
  profile.

26
Scheme Features

• Objective
• The investment objective of the scheme
  would be to provide long term capital
  appreciation by investing in predominantly equity
  and equity related securities of around 20
  companies selected out of the top 100 largest
  market capitalization companies, at the point of
  investment.
• Load Structure
• Entry Load 2.25
• Exit Load - NIL for amount less
  than Rs. 1 crore,
• - 1 for amount
  of Rs. 1 crore or more
• if
  redeemed within 1 year.
• SIP Facility available.

27
Scheme Features Contd.

• Nature of the Scheme Open Ended
• Scheme Opens 25th June 2009
• Scheme Closes 23rd July 2009
• Option - Dividend (including dividend
  reinvestment)
• - Growth
• Minimum Investment Rs.5000.
• Benchmark Index SP CNX NIFTY
• SIP Facility available.

28
Invest in
Sahara Super20 Fund
Be a winner.
29
Disclaimer

• In the preparation of the material contained in
  this document, Sahara Asset Management Company
  Ltd. (the AMC) has used information that is
  publicly available, including information
  developed in-house. Some of the material used in
  the document may have been obtained from
  members/persons other than the AMC and/or its
  affiliates and which may have been made available
  to the AMC and/or to its affiliates. Information
  gathered and material used in this document is
  believed to be from reliable sources. The AMC
  however does not warrant the accuracy,
  reasonableness and / or completeness of any
  information. We have included statements /
  opinions / recommendations in this document,
  which contain words, or phrases such as will,
  expect, should, believe" and similar
  expressions or variations of such expressions,
  that are forward looking statements. Actual
  results may differ materially from those
  suggested by the forward looking statements due
  to risk or uncertainties associated with our
  expectations with respect to, but not limited to,
  exposure to market risks, general economic and
  political conditions in India and other countries
  globally, which have an impact on our services
  and / or investments, the monetary and interest
  policies of India, inflation, deflation,
  unanticipated turbulence in interest rates,
  foreign exchange rates, equity prices or other
  rates or prices etc.
• Risk Factors Mutual Funds and securities
  investments are subject to market risks and the
  NAV of the scheme may go up or down depending
  upon the factors affecting the securities market.
  There can be no assurance or guarantee that the
  Scheme objectives will be achieved. The past
  performance of the previous scheme, sponsor or
  its group affiliates is not indicative of and
  does not guarantee future performance of the
  scheme. The sponsor is not responsible or liable
  for any loss or shortfall resulting from the
  operations of the scheme beyond the initial
  contribution of Rs.1 lakh made by it towards
  setting up of the Mutual Fund. Please read the
  Scheme Information Document carefully before
  investing. Statutory Details Sahara Mutual Fund
  has been set up as a trust under the Indian Trust
  Act 1882 (liability restricted to the corpus of
  Rs.1 lakh) with Sahara India Financial
  Corporation Limited as sponsor and Board of
  Trustees as Trust and Sahara Asset Management
  Company Private Limited as the Investment Manager
  to Sahara Mutual Fund.
• Data Source Lipper, a Reuters Company
  (www.lipperweb.com) World Ranking Sahara Taxgain
  Fund Growth has secured the 9th rank in the
  world over a 10 year period (10 year compounded
  return of 40.29 in INR as on 31st December 07)
  and is among the worlds 10 top performing fund
  during the year ended 2007 over ten year period.
  Methodology The customized report, highlighting
  the 100 top performing equity funds in the world
  during the year 2007 is based on the study of all
  under the equity asset class tracked by Lipper
  and having a minimum track record of at least ten
  year as of December 2007 end. In total 6302
  equity funds (primary) qualified for the study.
  World Ranking Sahara Infrastructure Fund
  Variable Pricing Growth has secured a rank of 74
  (one year total return of 82.71 in INR as on
  31st Deco7) and Sahara Midcap Fund growth has
  secured a rank of 90(one year total return of
  75.58 as on 31st Dec07) among the top 100
  performing equity funds ub the world during the
  year 2007. Methodology The customized report,
  highlighting the 100 top performing equity funds
  in the world during the year 2007 is based on the
  study of all under the equity asset class tracked
  by Lipper and having a minimum track record of at
  least ten year as of December 2007 end. In total
  24887 equity funds (primary) qualified for the
  study.
• Mutual Fund investments are subject to market
  risks.
• Please read the Scheme Information Document
  carefully before investing.

30
Disclaimer

• Investors are advised to read the Scheme
  Information Document carefully before investing.
• The returns are indicative and subject to change
  depending on the market prevailing rates at the
  time of investment.
• Investors in the Scheme are not being offered any
  guaranteed/assured returns.
• Investors are advised to consult their investment
  advisors for investments.
• The AMC reserves the right to change/ alter the
  scheme provisions depending upon the prevailing
  market conditions and in the unit holders.)
• Past performance is no indication of future
  performances and may or may not be sustained in
  the future
• Mutual Fund invetments are subject to market
  risks, please read the Scheme Information
  Document carefully before investing.

31
Reach us
Website www.saharamutual.comE-mail
saharamutual_at_saharamutual.comRegistered
Corporate Office Sahara Asset Management Co.
Pvt. Ltd. 97-98, Atlanta Building, Nariman
Point, Mumbai 400021.Phone (022)
67520121-127
SMS SUPER 59090