Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Nifty Realty ETF — Investor Presentation (March 2024)
35 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Mar 28, 2024
Slide 1: Motilal Oswal Nifty Realty ETF
Motilal Oswal Nifty Realty ETF (An open-ended fund replicating/tracking the Nifty Realty TR Index) 28 Mar 24
Slide 2: Realty Sector by the numbers
Realty Sector by the numbers
Slide 3: Domestic Realty sector on a strong footing
Domestic Realty sector on a strong footing Rising income, Increasing private sector investment, Robust demand, and increased supportive government policies, suggest that the realty sector will note robust growth Growth of India Real Estate market 1,000 950 900 Market Size(INR, Lakh Crore) 800 700 60
Slide 4: Demand for residential space is expected to grow sharply
Demand for residential space is expected to grow sharply The demand for residential property is expected to grow primarily due to a rise in disposable income, a rise in the number of nuclear families, easy availability of finance, and repatriation of NRIs and HNIs Cumulative Housing Sales and Launch
Slide 5: Growing urbanization is boosting real estate demand
Growing urbanization is boosting real estate demand Urban population is pegged at 518 Million in 2023 and is expected to reach 542 Million by 2025 which is expected to boost demand due to a rise in income Growth in HNI individuals in Indian Cities (2021) Population breakdown of India (million) (in L
Slide 6: Metros driving demand for commercial space
Metros driving demand for commercial space Rapid growth in service sectors like IT/BPM, BFSI, and Telecom and also demand from MNCs is driving demand for office space in tier 2 cities Demand for Commercial Space in Top 8 City-wise Commercial Space Demand (million cities (million sq. ft.) sq. ft.) 20
Slide 7: Retail space likely to see strong growth
Retail space likely to see strong growth Number of Malls in India • Booming consumerism in India 300 271 253 255 246 250 232 • Organized retail sector is growing 25-30% 212 219 203 annually 200 188 150 • Entry of MNC retailers 100 • India’s population below 30 years of age and having exposure to glo
Slide 8: Key Growth Drivers
Key Growth Drivers Urbanization Easier Financing Growing young population Affordable housing finance moving to metro cities loans with various NBFC Growing economy 100%* FDI Second highest allowed in township and employment generator settlements development projects Growth Drivers Source/Disclaimer:
Slide 9: About Motilal Oswal Nifty Realty ETF
About Motilal Oswal Nifty Realty ETF
Slide 10: Motilal Oswal Nifty Realty ETF
Motilal Oswal Nifty Realty ETF Type of Scheme Investment Objective An open-ended fund replicating/tracking The investment objective of the scheme is Nifty Realty Total Return Index to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Rea
Slide 11: Product suitability
Product suitability Name of the This product is suitable for investors Scheme Riskometer Benchmark Riskometer Scheme who are seeking* Fund Nifty Realty Total Return Index Motilal Oswal Nifty • Return that corresponds to the Realty ETF performance of Nifty Realty TR Index (An open ended fund subject
Slide 12: Nifty Realty TR Index
Nifty Realty TR Index
Slide 13: About: Nifty Realty Total Return Index
About: Nifty Realty Total Return Index The Nifty Realty Total Return Index is designed to provide investors exposure to companies included in the real estate that are classified as members of the realty sector. Index Methodology Snapshot: Eligible Universe Should be part of Nifty 500 Liquidity Filte
Slide 14: Nifty Realty TR Index snapshot
Nifty Realty TR Index snapshot Top 10 Constituents Basic Industry (AMFI): Nifty Realty TR Index Sr No Company Name Weight 1 DLF LTD. 29.3% 2 MACROTECH DEVELOPERS LTD. 15.5% 3 GODREJ PROPERTIES LTD. 13.3% Realty 100.0 4 PHOENIX MILLS LTD. 13.1% 5 OBEROI REALTY LTD. 8.7% 6 PRESTIGE ESTATES PROJECTS LT
Slide 15: Long term historical performance
Long term historical performance Nifty Realty TR Index has been one of the most underperforming sectors over last 15 years however, over the last three years it has noted strong recovery Historical Performance Signs of recovery over last 3 years Nifty 50 TR Index Nifty Realty TR Index Nifty 50 TR In
Slide 16: Calendar Year Performance
Calendar Year Performance Nifty Realty Index has outperformed Nifty 50 three times in recent five calendar years Nifty 50 TR Index Nifty Realty TR Index 150.0% 110.7% 100.0% 82.0% 77.6% 71.4% 53.6% 54.7% 50.0% 29.4% 32.9% 30.3% 29.3% 25.6% 21.3% 19.2% 16.1% 15.0% 10.8% 13.5% 8.1% 4.4% 4.6% 5.7% 5.7%
Slide 17: Risk-Return Profile
Risk-Return Profile Data Label 1 year 3 year 5 year 10 year 15 year Nifty Realty TR Index 133.4% 39.6% 27.8% 17.5% 11.2% CAGR Nifty 50 TR Index 30.1% 16.3% 15.3% 14.2% 15.6% Nifty Realty TR Index 22.2% 27.8% 30.2% 30.6% 34.7% Annualised Volatility Nifty 50 TR Index 9.7% 13.7% 19.0% 16.4% 18.0% Nifty
Slide 18: Index SIP Returns
Index SIP Returns Nifty Realty TRI 1 year 3 year 5 year 10 year Returns 118.4% 49.1% 40.2% 23.5% Amount Invested 1,20,000 3,60,000 6,00,000 12,00,000 Market Value 1,86,218 7,04,117 15,86,257 41,62,862 Data as of close of Mar 31, 2024 For SIP returns, monthly investment of INR 10,000/- invested on th
Slide 19: Historically Deeper & Longer Drawdowns
Historically Deeper & Longer Drawdowns After deep and longer drawdowns since 2008, Nifty Realty has shown sharp recover since 2020 Nifty 50 TR Index Nifty Realty TR Index 0.00% -10.00% -20.00% -30.00% -40.00% -50.00% -60.00% -70.00% -80.00% -90.00% -100.00% Source/Disclaimer: Nifty Indices. Performa
Slide 20: Valuation Metric
Valuation Metric P/E 100.0 90.0 80.0 70.0 56.1 60.0 50.0 40.0 30.0 Apr-22 Apr-23 Jun-22 Jun-23 Nov-22 Nov-23 Mar-22 Mar-23 Mar-24 Sep-22 Sep-23 Jan-22 Dec-22 Jan-23 Dec-23 Jan-24 Oct-22 Oct-23 May-22 May-23 Aug-22 Aug-23 Jul-22 Jul-23 Feb-22 Feb-23 Feb-24 P/B Div Yield % 7.0 5.7 0.50 6.0 0.45 0.40 5
Slide 21: Key Take Away
Key Take Away ➢ In India, the real estate sector is the second-highest employment generator, after the agriculture sector, and by 2025 is expected to contribute ~13% to the country’s GDP ➢ The realty sector has started recovering after a long period of underperformance and consolidation ➢ Growth in
Slide 22: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 23: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 23
Slide 24: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 24
Slide 25: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 25
Slide 26: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 26
Slide 27: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* • Long term capital growth Fund Nifty 50 Total Return Index Motilal Oswal Nifty 50 Index Fund • Return that corresponds to the performance of the Nifty 50 Total Retur
Slide 28: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund Nifty 500 Total Return Index Motilal Oswal Nifty 500 Index Fund • Return that corresponds to the performance of Nifty 500 (formerly known as Motilal Oswal Nifty
Slide 29: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P 500 Total Return Index • Return that corresponds to the performance of S&P 500 Total Return Index subject to tracking error Motilal Oswal S&P 500 Index Fund
Slide 30: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund 30% Nifty 500 TRI + 10% S&P 500 TRI (INR) + 10% • To generate long term growth/capital appreciation by Domestic Price of Gold + 50% Nifty 5 Yr Benchmark G-Sec Mo
Slide 31: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund NASDAQ Q-50 Total Return Index Motilal Oswal NASDAQ Q 50 ETF • Return that corresponds to the performance of the NASDAQ (An open ended scheme replicating/ Q-50 T
Slide 32: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P BSE Low Volatility Total Return Index Motilal Oswal S&P BSE Low Volatility ETF • Return that corresponds to the total returns of the S&P BSE (An open ended f
Slide 33: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P BSE Quality Total Return Index Motilal Oswal S&P BSE Quality ETF (An open ended fund replicating / • Return that corresponds to the total returns of the S&P
Slide 34: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund LBMA Price of Gold and Silver Motilal Oswal Gold and Silver ETFs Fund of Funds • Long term capital appreciation (An open ended fund of funds scheme • Return that
Slide 35: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund Nifty Smallcap 250 Total Return Index Motilal Oswal Nifty Smallcap 250 ETF • Return that corresponds to the total returns of the Nifty (An open-ended fund replic
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