Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Asset Management Company — Fact Sheet (December 2021)
23 slides from Motilal Oswal Nifty Alpha 50 ETF's fact sheet, Dec 31, 2021
Slide 1: Motilal Oswal Midcap 100 ETF
Motilal Oswal Midcap 100 ETF 31st December, 2021
Slide 2: About the Nifty Midcap 100 Index
About the Nifty Midcap 100 Index Index Objective: The index is designed to measure the performance of 100 largest and liquid midcap companies from the Nifty Midcap 150 Index. It includes all 50 companies from NIFTY Midcap 50 index, additional 50 companies are selected by average daily turnover. Nift
Slide 3: Portfolio Composition of Nifty Midcap 100 Index
Portfolio Composition of Nifty Midcap 100 Index Macro-Economic Sectors (AMFI): Nifty Midcap 100 Index Company Name Weight Adani Total Gas Ltd. 3.4% Consumer 21.2 Tata Power Co. Ltd. 2.7% Financial Services Srf Ltd. 2.6% 17.0 Mindtree Ltd. 2.2% Manufacturing 15.9 Zee Entertainment Enterprises Ltd. 2.
Slide 4: Performance of Nifty Midcap 100 Index
Performance of Nifty Midcap 100 Index Historical Performance: Nifty Midcap 100 TR Index Risk-Returns Profile 800 Returns Risk Risk Adjusted Period 700 (Annualized) (Annualized) Returns 600 1 Year 47.5% 18.5% 2.563 500 400 3 Year 20.6% 22.1% 0.933 300 200 5 Year 17.5% 19.9% 0.879 100 7 Year 14.7% 19.
Slide 5: Index SIP Returns for Nifty Midcap 100 Index
Index SIP Returns for Nifty Midcap 100 Index 1 year 3 year 5 year 7 year 10 year Nifty Midcap 100 TR Index 35.5% 36.2% 21.3% 18.0% 18.0% SIP Returns Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Market Value 1,41,937 6,00,724 10,17,899 15,94,682 30,88,340 Data as of close of December
Slide 6: Valuation Multiples of Nifty Midcap 100 Index
Valuation Multiples of Nifty Midcap 100 Index Nifty Midcap 100 Index P/E 500.0 • PE for Nifty Midcap 100 was not reported by exchange for the months Aug 2020 - Sep 2020, due to negative index earnings. 400.0 • Chart’s scale changed to 100 because of outliers P/E values for Oct 2020 = 328.47, Nov 202
Slide 7: Motilal Oswal Midcap 100 ETF
Motilal Oswal Midcap 100 ETF For Finance Professionals. Proprietary Content - Permission to reprint or distribute any content from this presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 8: Motilal Oswal Midcap 100 ETF
Motilal Oswal Midcap 100 ETF Investment Objective: The Scheme seeks investment return that corresponds (before fees and expenses) to the performance of Nifty Midcap 100 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would
Slide 9: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Current Current Current Current Value of Value of Value of Value of Value of CAGR (%) Investment CAGR (%) Investment CAGR (%) Investment CAGR (%) Investment CAGR (%) Investment of Rs. of Rs. of
Slide 10: Performance of other schemes managed by Swapnil Mayekar
Performance of other schemes managed by Swapnil Mayekar Name of Fund Manager: Swapnil Mayekar Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal Nifty Smallcap 250 Index Fund 60.1 63.3 - - - -
Slide 11: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 12: Product Pyramid
Product Pyramid D Alternates Benchmark Agnostic C High alpha seekers – large tracking error; typically focused funds Benchmark Hugging B Typically outperform or underperform by couple of percentage; hold large & diversified portfolio of stock Benchmark Replicating (Passive) A Replicate index constit
Slide 13: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings Asset Allocation Largecap Asset Allocation Passive FoF - Aggressive Asset Allocation Passive Nifty 50 Index Fund Nifty Next 50 Index Fund One of the largest AMC FoF - Conservative M50 ETF in India in the International segment International Midcap NASDAQ 100 FoF N
Slide 14: Product Suitability
Product Suitability Name of the This product is suitable for investors Scheme Riskometer Benchmark Riskometer Scheme who are seeking* Fund Nifty 50 TRI Motilal Oswal Nifty 50 • Return that corresponds to the performance Index Fund of Nifty 50 Index subject to tracking error (An open ended scheme • E
Slide 15: Product Suitability
Product Suitability Name of the This product is suitable for investors Scheme Riskometer Benchmark Riskometer Scheme who are seeking* Fund Nifty 500 TRI Motilal Oswal Nifty 500 • Return that corresponds to the performance Fund of Nifty 500 Index subject to tracking error (An open ended scheme • Equi
Slide 16: Product Suitability
Product Suitability Name of the This product is suitable for investors Scheme Riskometer Benchmark Riskometer Scheme who are seeking* Fund S&P 500 TRI (INR) Motilal Oswal S&P 500 Index Fund • Return that corresponds to the performance of S&P 500 Index subject to tracking error (An open ended scheme
Slide 17: Product Suitability
Product Suitability Name of the This product is suitable for investors Scheme Riskometer Benchmark Riskometer Scheme who are seeking* Fund 50% Nifty 500 TRI + 20% S&P 500 TRI (INR) + 10% Domestic Price of Gold + 20% Motilal Oswal Asset Nifty 5 Yr Benchmark G-Sec Index • To generate long term growth/
Slide 18: Product Suitability
Product Suitability Name of the This product is suitable for investors Scheme Riskometer Benchmark Riskometer Scheme who are seeking* Motilal Oswal 5 Year G- Fund Nifty 5 yr Benchmark G-Sec Index sec FoF • Long term capital appreciation (An open ended fund of • Return that corresponds generally to t
Slide 19: Disclaimers & Risk Factors
Disclaimers & Risk Factors This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material f
Slide 20: Disclaimers & Risk Factors
Disclaimers & Risk Factors Risks associated with investing in Government of India Securities • Market Liquidity risk with fixed rate Government of India Securities even though the Government of India Securities market is more liquid compared to other debt instruments, on certain occasions, there cou
Slide 21: Disclaimers & Risk Factors
Disclaimers & Risk Factors NSE Indices Limited Disclaimer: MOFM50 and MOFM100: MOFM50 and MOFM100 offered by Motilal Oswal Asset Management Company Limited (MOAMC) or its affiliates is not sponsored, endorsed, sold or promoted by NSE Indices Limited and its affiliates. NSE Indices Limited and its af
Slide 22: Disclaimers & Risk Factors
Disclaimers & Risk Factors NASDAQ OMX Group, Inc. The Product i.e. MOFN100 is not sponsored, endorsed, sold or promoted by The NASDAQ OMX Group, Inc. or its affiliates (NASDAQ OMX, with its affiliates, are referred to as the “Corporations”). The Corporations have not passed on the legality or suitab
Slide 23: Thank you
Thank you “Don’t look for the needle in the haystack. Just buy the haystack!” - John C. Bogle Contact Us - Speak: +91-22 40548002 | 8108622222 Write: mfservice@motilaloswal.com Visit: www.motilaloswalmf.com
Motilal Oswal Asset Management Company — Fact Sheet (December 2021) on 6ix