Learn About Thematic Investing Online in India at Mirae Asset

1. A Primer to Thematic Investing Mirae Asset Investment Managers (India) Pvt. Ltd Nov -2022 For Limited Audience only

2. Contents: Thematic Investing 1.What is Thematic Investing? 2.Thematic and Sectoral - Examples 3.Why one may consider thematic investing?

3. What is Thematic Investing IDEAS It is usually a 01 collection of ideas which can be clubbed together to a central theme

4. What is Thematic Investing GROWING The theme is a 02 growing list of ideas, which evolves with time

5. What is Thematic Investing CONNECT A common connect 03 brings together evolving ideas over a period of time.

6. What is Thematic Investing FORWARD LOOKING A theme usually is 04 forward looking as it may facets as the theme matures add more

7. What is Thematic Investing LONGEVITY Thematic investing 05 tends to be of longer tenure than sectoral investing due to its larger scope & evolving

8. How is it different from Sectorial Investing SECTORAL INVESTING THEMATIC INVESTING Connects different ideas by a single connecting theme Linked only to a central sector Could have a limited mandate, present base Usually has an evolving mandate, future base Investor experience limited only to outcomes of a single sector Investor experience based on outcomes of a collection of investment ideas Investor may need to be aware of when to enter or exit a sectoral investment Investor may hold for longer tenures as timing is not essential Usually is a small part of the investment portfolio Can be a larger part of the portfolio Some Examples... The above is for illustration purposes and not a comprehensive list. 7 Mirae Asset Mutual Fund

9. Evolution of the Consumption theme: An illustration Before 2000s Consumption meant essential items like FMCG, apparel, housing, energy etc. FMCG 2000-2010 Essentials started adding services like banking, telecom, communication etc. SERVICES EXPERIENCES TECH Future With time, Experiences, Fintech, Luxury items, Travel are part of the consumption theme 2010-2020 Today consumption is not only goods & services but also technology like IT brands, content over devices like gaming, etc. Evolution of themes like; Banking to Financial Services, Pharma to Healthcare Mirae Asset Mutual Fund 8 FMCG –Fast Moving Consumer Goods, IT –Information Technology. The above is for illustration purposes only

10. Evolution of the Auto theme: An illustration Auto meant private & public transportation Auto & Parts Indicated private vehicles- 4 wheeler, 2 wheelers, Public transportation, commercial vehicles Logistics Ancillaries Started covering goods, services and people movement solution providers, Started covering ancillaries, R&D technology & exporters Future Mobility Electric Vehicles Electric vehicles components, shared transportation, energy component makers, clean energy, lithium battery, autonomous vehicles etc. New alternatives for mobility 9 Mirae Asset Mutual Fund R&D – Research & Development . The above is for illustration purposes only

11. Why one may consider thematic investing? •Thematic investing allows a larger scope of investment than a sectoral allocation •Can be future ready •Evolving themes makes investment case for long investment tenure •Connecting ideas can become part of portfolios •Investor needn’t necessarily timing into or out of sectors, •Themes may evolve so would investor’s investment outcome 10 Mirae Asset Mutual Fund

12. Disclaimer An investor education & awareness initiative by Mirae Asset Mutual Fund. The information contained in this document is compiled from third party and publically available sources and is included for general information purposes only. There can be no assurance and guarantee on the returns. Past performance may or may not continue in the future. Views expressed here cannot be construed to be a decision to invest. The statements contained herein are based on current views and involve known and unknown risks and uncertainties. Whilst Mirae Asset Investment Managers (India) Private Limited (the AMC) shall have no responsibility/liability whatsoever for the accuracy or any use or reliance thereof of such information. The AMC, its associate or sponsors or group companies, its Directors or employees accepts no liability for any loss or damage of any kind resulting out of the use of this document. The recipient(s) before acting on any information herein should make his/her/their own investigation and seek appropriate professional advice and shall alone be fully responsible / liable for any decision taken on the basis of information contained herein. Any reliance on the accuracy or use of such information shall be done only after consultation to the financial consultant to understand the specific legal, tax or financial implications. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds (RMF). For further information on KYC, RMFs and procedure to lodge a complaint in case of any grievance, you may refer the Knowledge Center section available on the website of Mirae Asset Mutual Fund. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Please consult your Financial Advisor or Mutual Fund Distributor before investing 11 Mirae Asset Mutual Fund