Mirae Asset Nifty 200 Alpha 30 ETF · NSE:ALPHAETF
Mirae Asset Nifty 200 Alpha 30 ETF — Mirae Asset Mutual Fund — Investor Presentation (September 2023)
25 slides from Mirae Asset Nifty 200 Alpha 30 ETF's investor presentation, September 2023
Slide 1: Mirae Asset Equity Allocator Fund of Fund
Sep 2023 Mirae Asset Equity Allocator Fund of Fund An open ended fund of fund scheme predominantly investing in units of domestic equity ETFs
Slide 2: Asset Allocation: Why and How?
Asset Allocation: Why and How ?
Slide 3: Asset allocation decisions
Asset allocation decisions 01 02 03 Allocation Where to do How to determine using Exchange allocation within allocation ? Traded Funds (ETFs) equity? without demat Mirae Asset Equity Allocator Fund of Fund Mirae Asset Mutual Fund
Slide 4: Different market segments outperforming during market cycles
Different market segments outperforming during market cycles Performance of Broad-based Indices during different market cycles 20,000 18,000 COVID Recovery 16,000 14,000 12,000 COVID 19 Crisis 10,000 Ukraine 8,000 Russia Central Govt Election War 6,000 Sub Prime Crisis 4,000 2,000 - Nifty 50 Index N
Slide 5: Mirae Asset Equity Allocator Fund of Fund
Mirae Asset Equity Allocator Fund of Fund
Slide 6: Mirae Asset Equity Allocator Fund of Fund
Mirae Asset Equity Allocator Fund of Fund Mirae Asset Equity Allocator Fund of Fund invests in domestic equity Exchange Traded Funds. The aim of the fund is to provide investor - • Passive exposure to large and midcap segment • Use low cost ETFs with an aim to generate market returns • Use active as
Slide 7: Overview of Mirae Equity Asset Allocator FoF
Overview of Mirae Equity Asset Allocator FoF • Combined exposure • Aims to Determine • Relatively low cost • Access to ETF without demat • Aims to generate returns similar to optimal allocation exposure market • Aims to generate nominal • Tracks the index better alpha • Lower transaction cost ; Note
Slide 8: Seek convenience using Mirae Asset Equity Allocator Fund of Fund
Seek convenience using Mirae Asset Equity Allocator Fund of Fund Which segment of How many Funds What should be my market should I get do I need to allocation ? exposure ? invest in ? How do I Are funds chosen When do I rebalance buy or sell well-diversified ? my allocation ? ETF ? Mirae Asset Equit
Slide 9: How is allocation done in Mirae Asset Equity Allocator FoF?
How is allocation done in Mirae Asset Equity Allocator FoF ? Future expectations Current & Historical Market based on forward Earning Per valuation Share (EPS) Large & Midcap Allocation Active yet benchmark aware allocation NIFTY Nifty Nifty50 Midcap Next 50 ETFs 150 ETFs ETFs *An in-house process h
Slide 10: Asset Allocation: Process
Asset Allocation: Process Use forward estimates to derive the forward P/E of NIFTY 50, Next 50 and Midcap Segment Asset Allocation process will run on a daily basis but changes in allocation will be done if valuation change Compare current valuation with historical trends above a desired threshold h
Slide 11: Illustration: Working of the Mirae Asset Equity Allocator Fund of Fund
Illustration: Working of the Mirae Asset Equity Allocator Fund of Fund Step 1: Decide the allocation range Allocation Range Base allocation is the free float Index Name Base Range Lower Bound Upper Bound M-cap based representation of indices. NIFTY 50 Index 75% 7.5% 67.5% 82.5% Asset Allocation will
Slide 12: Sectoral Exposure vs Large Cap Funds
Sectoral Exposure: Mirae Asset Equity Allocator Fund of Fund v/s Large Cap Funds Top 15 Sectors Average of all Mirae Asset Large Cap Funds Equity Allocator Fund of Fund Banks 26.4 24.1 IT - Software 10.8 10.8 Petroleum Products 5.9 7.1 Finance 4.7 5.2 Diversified FMCG 4.6 5.0 Automobiles 6.6 4.6 Pha
Slide 13: Performance Comparison
Mirae Asset Equity Allocator Fund of Fund – Performance Comparison Return comparison Mirae Asset Equity Allocator Fund of Fund (Regular Plan) Return Comparison (in %) 6 1 2 Since Months Year Years Inception Mirae Asset Equity Allocator FOF-Reg(G) 17.8% 17.5% 7.8% 22.7% Average Actively Managed Large
Slide 14: Performance – SEBI Approved Format
Mirae Asset Equity Allocator Fund of Fund – SEBI Approved Format Mirae Asset Equity Allocator Additional Performance Report (in %) Fund of Fund Scheme Benchmark Benchmark (Regular Plan – Growth option) Last 1 Year 17.47 18.94 16.85 Last 3 Years 22.81 22.93 21.49 Since Inception 22.70 22.86 21.36 Val
Slide 15: Why invest in Mirae Asset Equity Allocator Fund of Fund?
Why invest in Mirae Asset Equity Allocator Fund of Fund ? ✓ Aim to get low cost exposure to mid-caps and large-caps ✓ Rules-based optimal asset allocation ✓ Reduces and absorbs the cost associated with portfolio rebalancing directly by the investor ✓ Get exposure to ETFs without need of opening dema
Slide 16: Mirae Asset Equity Allocator Fund of Fund
Mirae Asset Equity Allocator Fund of Fund • Opportunity to take low cost, rule based, passive exposure in the entire large cap and midcap segment. • Provides the advantage of investing in Exchange Traded Funds through Mutual Fund Route Expense Ratio: Benchmark: Direct: 3 bps Nifty 200 TRI Regular: 1
Slide 17: Annexure
Annexure MIRAE ASSET Mutual Fund
Slide 18: Asset allocation curbs the urge of timing the market
Asset allocation curbs the urge of timing the market Investor invests in M-cap segment that Investor invests 70% in large-caps, 25% Investor invests 75% in large-caps, 25% has provided highest return in the last in midcaps and 5% in small caps. in midcaps. No Exposure to small-caps calendar year (Bu
Slide 19: Asset allocation using ETFs
Asset allocation using ETFs Cost Risk Tracking Error Rebalancing Nominal Alpha Aims to Avoids under ETFs usually Less Aims to provide market performance have lower rebalancing generate segment risk of active tracking error usually results nominal alpha returns at low mutual funds in lower cost. trad
Slide 20: Fund of Fund: Powerful tool for asset allocation
Fund of Fund: Powerful tool for asset allocation Fund of Fund (FoF) is an investment fund which invests in the units of other mutual funds including but not limited to index funds and ETFs. 01 Diversifies the exposure and risk by spreading investment across multiple funds/ETFs Fund 02 Access to rang
Slide 21: Benefit of Asset Allocation
Benefit of Asset Allocation Possible benefits of asset allocation Decreases the need of Reduces the Risk hasty decision Opportunity to earn potential May be Suitable for long-term return investment goals Mirae Asset Mutual Fund
Slide 22: Performance of other schemes managed by the Fund Manager
Performance of other schemes managed by the Fund Manager Mirae Asset Equity Savings Fund Returns (in%) Period Scheme – Regular Plan – Growt Scheme Benchmark Additional Benchmark h option Last 1 Year 11.28 10.34 8.07 Last 3 Years 12.62 11.01 3.27 Since Inception 10.94 9.38 5.80 Value of Rs. 10,000 in
Slide 23: Thank You
MIRAE ASSET Mutual Fund
Slide 24: Disclaimers
Disclaimers Statutory Details: Trustee: Mirae Asset Trustee Company Private Limited; Investment Manager: Mirae Asset Investment Managers (India) Private Limited (AMC); Sponsor: Mirae Asset Global Investments Company Limited. The information contained in this document is compiled from third party and
Slide 25: Riskometer
Riskometer Mirae Asset Mutual Fund
Mirae Asset Mutual Fund — Investor Presentation (September 2023) on 6ix