Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund · NSE:MOMENTUM50
Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund — Motilal Oswal Asset Management Company — Investor Presentation (September 2024)
24 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, September 2024
Slide 1: Motilal Oswal Multi Asset Fund
#OurProcessYourSuccess Asset Fund Motilal Oswal Mult Smart Hai, Simple Hai! Your Portfolio gets Growth | Hedge ow Volatility from Equity | from
Slide 2: The concept of surviving on average is irrelevant
THE CONCEPT OF SURVIVING ON AVERAGE IS IRRELEVANT. YOU HAVE T0 SURVIVE EVERY DAY. WHICH MEANS, REALLY, THAT YOU HAVE TO SURVIVE ON THE BAD DAYS. a - Howard Marks g |
Slide 3: Asset classes: the good and the bad
ASSET CLASSES THE GOOD AND THE BAD ° Compounder in Relatively Stable Geo Political/ Geographical long term Returns Inflation Hedge Diversification A FQUITY ag v Highest Default & Years of Currency Volatility Interest Rate Risk Hibernation Risk Disclaimer:The above data/graph is used to explain the c
Slide 4: Equity delivers - but you must have stomach for it
EQUITY DELIVERS - BUT YOU MUST HAVE STOMACH FOR IT 1,91,175 2,53,173 1,43,570 1,16,829 1,42,127 2,46,574 1,59,380 4,40,274 3,38,242 Drawdown (%) ee ee eee eee ee “20 -15 ig 46 . -12 15: 4-45 8 hy i 15 “12 “11 -40 a2 “32 -31 ° 27 43-42 -40 -60 -90 -65 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Slide 5: It is the part of a wise man to keep himself today for tomorrow
IT IS THE PART OF A WISE MAN TO KEEP HIMSELF TODAY FOR TOMORROW, AND NOT VENTURE ALL HIS EGGS IN ONE BASKET |
Slide 6: Market cycles influence asset returns
MARKET CYCLES INFLUENCE ASSET RETURNS nena * Usually commodities outperform * Inflation rises * Interest rates are on the rise * Gold and Cash Outperforms * Commodity Prices go up Slow Recovery | Recession i ‘i * Fixed Income outperforms * Falling inflation ? * Accommodative policies * Housing recov
Slide 7: Different year, different asset class performance
DIFFERENT YEAR Moritat. Oswat a MUTUAL FUND. Different asset classes tend to perform differently as per prevailing market conditions Russia Ukraine War, Global OPEC C Supe Chaln COvID Crisis | | 2018 correction eae” Rose d in Mid and Small Spike 16 Global Gap stocks Referendum: Taper US Debt Recover
Slide 8: Asset allocation protects downside and also delivers
ASSET ALLOCATION PROTECTS DOWNSIDE AND ALSO DELIVERS ad Minimum -9.46 -14.94 -7.93 4.09 0.62 Maximum 69.23 33.05 35.49 10.21 38.47 Average 17.26 12225) 13.08 7.34 14.26 Negative Returns Atleast 10% Returns 70% 63% 64% 0% Atleast 8% Returns 76% 71% 68% 37% ‘Source: Internal MOAMC Research. Total 4822
Slide 9: Combination works
COMBINATION WORKS MorILaL OswaL CRISIL Short Term Bond Index Cash NSE 500 TRI S&P 500 INR MCX Gold CRISIE Spore Term | Cash NSE 500 TRI 1.00 S&P 500 INR 1.00 MCX Gold -0.07 -0.03 1.00 Perfect Correlation (+1) would mean assets move together, but the values in above matrix are very low and some negat
Slide 10: Asset allocation: better risk adjusted returns
ASSET ALLOCATION BETTER RISK ADJUSTED RETURNS M MUTUAL FUND. eo Beta 1.00 0.24 NA NA 0.52 Standard Deviation 6.83 4.40 4.61 0.44 3.66 Sharpe Treynor Sharpe and Treynor ratio depict alpha over risk free returns for every unit of risk as represented by standard deviation and beta respectively Gloit ee
Slide 11: We have even better proposition for you
WE HAVE EVEN BETTER PROPOSITION FOR YOU =
Slide 12: Motilal Oswal Value Index (MOVI)
MOTILAL OSWAL VALUE INDEX OV! (~ ™~ Motilal Oswal Multi Asset Fund’s Equity Allocation Framework is guided by MOVI, with fund manager discretion Ne Ps a > MOVI, which stands for Motilal Oswal Value Index, is a proprietary and transparent index of MOAMC to gauge relative attractiveness of equity mark
Slide 13: MOVI framework aligned towards risk efficiency
MOVI FRAMEWORK ALIGNED TOWARDS RISK EFFICIENCY Beta 1.00 0.24 NA NA 0.54 Standard Deviation 6.83 4.40 461 0.44 3.80 Sharpe Treynor Sharpe and Treynor ratio depict alpha over risk free returns for every unit of risk as represented by standard deviation and beta respectively MAF Framework reflects hig
Slide 14: MOVI framework downside protection & return potential
MOVI FRAMEWORK DOWNSIDE PROTECTION & RETURN POTENTIAL UND 69.2 -9.5 NSESOO TRI 33.0 -14.9 S&P500 INR = Minimum Maximum ¢ Average 35.5 10.2 —_— 7.9 MCX Gold CRISIL Short Term Bond Fund Index MAF Framework* Negative Returns At least 10% Returns At least 8% Returns 68% 37% Returns commensurate with Equ
Slide 15: Introducing: Motilal Oswal Multi Asset Fund
INTRODUCING: MOTILAL OSWAL MULTI ASSET FUND ° Hedge against Inflation/Geo-political Risks a Medium risk asset class Domestic Equity for capital appreciation Sa Me ae High Conviction Quality and Growth Oriented Portfolio filtered through QGLP our proprietary Instruments investment philosophy Return G
Slide 16: Motilal Oswal Multi Asset Fund reasons to invest
MOTILAL OSWAL MULTI ASSET FUND REASONS TO INVEST ~ One Stop Solution for long term wealth creation with peace of mind Motilal Oswal Multi Asset Fund engages in “ proprietary index (MOVI) guided approach that helps the fund manager allocate efficiently between equity, debt and gold (eee In Built Feat
Slide 17: Portfolio – debt & equity allocation
PORTFOLIO – DEBT & EQUITY ALLOCATION Net Equity Holdings % of Net Debt Instrument Rating Asset Script Weightage (%) Kotak Mahindra Prime Limited CRISIL AAA 4.54% Religare Enterprises Limited 9.74% Samvardhana Motherson International Limited 8.11% LIC Housing Finance Limited CRISIL AAA 4.53% Fino Pay
Slide 18: Portfolio – sector allocation
PORTFOLIO – SECTOR ALLOCATION 14.18% 9.89% 9.74% 6.09% 5.65% 5.64% 3.89% 3.37% 2.74% 2.39% 1.74% 1.68% 1.28% Data as on June 30th 2024. Sector classification as per AMFI defined sectors. The Stocks/Sectors mentioned above are used to explain the concept and is for illustration purpose only and shoul
Slide 19: Motilal Oswal Multi Asset Fund performance
MOTILAL OSWAL MULTI ASSET FUND PERFORMANCE 1 Year 3 Year Since Inception Point to Point Returns Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. 10,000 10,000 10,000 Scheme 15.8 11,580 9.9 13,267 9.1 14,248 50% Nifty
Slide 20: Fund fact
FUND FACT Entry Load: Nil Exit Load: 1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment. No Exit Load applies for switch/ STP from Motilal Oswal Multi Asset Fund to Motilal Oswal Focused Fund, Motilal Oswal Midcap Fund, Motilal
Slide 21: Fund manager
FUND MANAGER For performance of other schemes managed, please refer the Annexure: https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/a3d2e-annexure-003-.pdf
Slide 22: Product labelling
PRODUCT LABELLING Pee Benchmark riskometer need Name of the scheme Scheme Riskometer "Fang index + 13% domestic Peco Gl 2 Domestic Price of Silver. Motilal Oswal Multi Asset Fund (An open ended scheme investing in Equity including index Funds/Equity ETFs, Gold ETFs and Silver ETFs, international eon
Slide 23: Disclaimer
DISCLAIMER Mi MUTUAL FUND. ad 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 materia
Slide 24: Think Equity. Think Motilal Oswal.
MOTILAL OSWAL MUTUAL FUND THINK EQUITY. THINK MOTILAL OSWAL.
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