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 (March 2024)
43 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Mar 31, 2024
Slide 1: Motilal Oswal Nifty Midcap 150 Index Fund
Motilal Oswal Nifty Midcap 150 Index Fund Invest in India’s growing companies India’s first Nifty Midcap 150 Index Fund 31 Mar 2024
Slide 2: Veritable Ecosystem in Financial Services
Veritable Ecosystem in Financial Services 2
Slide 3: Motilal Oswal AMC Positioning
Motilal Oswal AMC Positioning A lot of Fund Managers construct portfolios that are very close to the benchmark due to fear of significant underperformance Benchmark Agnostic Benchmark Hugging Benchmark Replicating Style Active Active Passive Portfolio Holding Focused Closer to Benchmark Same as benc
Slide 4: Why Motilal Oswal AMC? Cornerstone of Investment Philosophy
Why Motilal Oswal AMC? Cornerstone of Investment Philosophy Focused Strategies Index-based Strategies Index Funds and ETFs based on first based on time tested investment framework principal of Q G L P Easy Economic Effective To understand Low cost For wealth Quality of Growth in Longevity of Price a
Slide 5: Motilal Oswal AMC in Numbers
Motilal Oswal AMC in Numbers • More than 12 lac investors Investors • More than 19 lac folios Active • 10 active funds Mutual Funds • Total AUM ~30,000 crores PMS and AIFs • 20+ PMS and AIFs (Alternates) • Total AUM ~20,000 crores Index-Based Mutual • 30 Index Funds and ETFs Funds • Total AUM ~20,00
Slide 6: What are Midcaps?
What are Midcaps?
Slide 7: What constitutes mid-cap space?
What constitutes mid-cap space? Top 100 companies basis total market Largecap 1-100 capitilisation Next 150 companies basis total Midcap 101-250 market capitilisation Next 250 companies basis Smallcap 251-500 total market capitilisation Source/Disclaimer: www.niftyindices.com, Data as of close of 28
Slide 8: Mid-cap stocks aptly positioned in growth phase
Mid-cap stocks aptly positioned in growth phase Largecap Midcap Smallcap Stable pricing power with Slow consolidation growth Growing and stable the pricing Ideation business to aggressively creating Idea business phase Infant Young growth High growth Mature growth Stable Source/Disclaimer: The above
Slide 9: Shrinking Alpha in Midcaps
Shrinking Alpha in Midcaps 89% of Active Midcap Funds underperformed the Nifty Midcap 150 TRI over the 1 last year % of Midcap Funds 1 Year 3 Years 5 Years 10 Years underperformed benchmark Nifty Midcap 150 TRI 89% 71% 55% 56% Note: The consistency of outperformance by active funds is often neglecte
Slide 10: Motilal Oswal Nifty Midcap 150 Index Fund
Motilal Oswal Nifty Midcap 150 Index Fund
Slide 11: Motilal Oswal Nifty Midcap 150 Index Fund
Motilal Oswal Nifty Midcap 150 Index Fund Investment Objective Type of Scheme An open ended scheme replicating / tracking The Scheme seeks investment return that Nifty Midcap 150 Total Return Index corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. However, there can
Slide 12: About the Nifty Midcap 150 Index
About the Nifty Midcap 150 Index Index Objective: Nifty Midcap 150 Index includes top 150 stocks after excluding constituent of Nifty 100 Index from composition of Nifty 500 Index (i.e. stocks ranked 101 to 250 by full market capitalization). The index is designed to measure the performance of Midca
Slide 13: Index Composition
Index Composition Top 10 Constituents Macro-Economic Sectors (AMFI): Nifty Midcap 150 Index Sr No. Company Name Weight Consumer Discretionary 21.5 1 Max Healthcare Institute Ltd. 2.2% Financial Services 19.7 2 Indian Hotels Co. Ltd. 1.9% Industrials 15.4 3 Suzlon Energy Ltd. 1.6% Commodities 11.5 4
Slide 14: True to Label
True to Label More exposure to midcap at significantly less cost Average Active Midcap Funds holding Nifty Midcap 150 Index holding *Others *Others 5.5% 36.1% Mid Cap 63.9% Midcap 94.5% *Others include largecap, smallcap and cash & equivalents exposure TER – Motilal Oswal Nifty Midcap 150 Index Fund
Slide 15: Differentiated sector exposure than large caps
Differentiated sector exposure than large caps NIFTY MIDCAP 150 NIFTY 50 33.5 21.5 19.7 15.4 13.0 12.9 11.5 11.3 10.5 8.2 7.0 5.8 4.5 4.4 3.6 3.0 2.9 2.5 3.2 2.0 2.0 1.0 0.5 0.0 Source/Disclaimer: NSE. Data as of 28-Mar-2024. Sectors - Macro Economic Sectors as per AMFI Industry Classification. The
Slide 16: Historical Outperformance by Midcaps
Historical Outperformance by Midcaps Nifty Midcap 150 TRI has significantly outperformed the Nifty 50 TRI over the last 15 years Nifty 50 TR Index Nifty Midcap 150 Index 1,400.0 1,200.0 1,000.0 800.0 600.0 400.0 200.0 - Source/Disclaimer: niftyindices; Performance as of close of 28-Mar-2005 – 28-Mar
Slide 17: Superior calendar year performance
Superior calendar year performance Nifty Midcap 150 TRI has outperformed the Nifty 50 TRI in 10 out of last 15 years* with a wide margin Nifty 50 TR Index Nifty Midcap 150 Index 140% 120% 113.9% 100% 77.6% 80% 62.7% 60% 55.7% 46.7% 48.2% 44.6% 40% 29.4% 32.9% 30.3% 25.6% 25.6% 19.2%20.1% 16.1% 21.3%
Slide 18: Deeper Drawdown
Deeper Drawdown Historically, Midcaps has noted relatively higher and longer drawdown Nifty 50 TR Index Nifty Midcap 150 Index 0% -10% -20% -30% -40% -50% -60% -70% -80% Source/Disclaimer: niftyindices; Performance as of close of 28-Mar-2005 – 28-Mar-2024. Performance results have many inherent limi
Slide 19: Risk-Return Profile
Risk-Return Profile Data Label 1 year 3 year 5 year 10 year 15 year Nifty Midcap 150 TRI 57.5% 26.5% 23.3% 21.7% 22.4% CAGR Nifty 50 TRI 30.1% 16.3% 15.3% 14.2% 15.6% Nifty Midcap 150 TRI 12.8% 16.0% 19.0% 17.6% 18.4% Annualised Volatility Nifty 50 TRI 9.7% 13.7% 19.0% 16.5% 18.0% Nifty Midcap 150 T
Slide 20: Outperformance of Rolling returns
Outperformance of Rolling returns 3 Year Rolling Returns 5 Year Rolling Returns Nifty Midcap 150 TRI Nifty 50 TRI Nifty Midcap 150 TRI Nifty 50 TRI Average 15.5% 12.5% 15.0% 12.1% Median 15.7% 12.4% 15.2% 12.9% Min -16.4% -5.0% -3.2% -1.6% Max 41.1% 42.2% 28.6% 23.8% Returns Range % of Total Observa
Slide 21: SIP Returns
SIP Returns Nifty Midcap 150 TR Index 1 year 3 year 5 year 7 year 10 year SIP Returns 46.6% 28.7% 30.1% 23.7% 20.8% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Market Value 1,47,886 5,42,783 12,52,744 19,52,753 35,98,728 Data as of close of March 28, 2024 . For SIP returns, monthly
Slide 22: Improved valuation multiples
Improved valuation multiples Nifty Midcap 150 Index P/E 400.0 • PE for Nifty Midcap 150 was not reported by exchange for the month of Sep 2020, 300.0 due to negative index earnings. • Chart’s scale changed to 150 because of outliers P/E values for Aug 2020 = 348.41, 200.0 Nov 2020 = 137.35. 100.0 0.
Slide 23: Key Takeaways
Key Takeaways Exposure to high Diversification Shrinking alpha growth benefit of active funds companies Low cost, rules- Long term based and outperformance transparent Disclaimer: The above data/graph is used to explain the concept and is for illustration purpose only. It should not be used for deve
Slide 24: Why Us?
Why Us? First AMC to launch index fund on Midcaps ~3 years of NAV history available Highest AUM in the midcap Index fund category Lowest expense ratio among peers Source/Disclaimer: AceMF, Data as of close of 28-Mar-2024. The above data/graph is used to explain the concept and is for illustration pu
Slide 25: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value Current Value Current Value Current Value Current Value CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment of Rs. 10,000 of
Slide 26: 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 S&P BSE Enhanced Value ETF 91.7% 92.9% - - - -
Slide 27: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 28: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 28
Slide 29: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 29
Slide 30: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 30
Slide 31: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 31
Slide 32: 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 33: 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 34: 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 35: 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 36: 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 37: 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 38: 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 39: 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 40: 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
Slide 41: Disclaimer
Disclaimer 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 fact and terms an
Slide 42: Disclaimer
Disclaimer 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 affiliates do not
Slide 43: Disclaimer
Disclaimer 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 suitability of, or the
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