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 (July 2022)
51 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Jul 29, 2022
Slide 1: Motilal Oswal International Funds
Motilal Oswal International Funds Gateway to Low Cost International Investing 29-July-2022
Slide 2: Nearly 97% of the World's opportunities are outside India
Nearly 97% of the World’s opportunities are outside India Global Market Capitalization1 Indian investors have traditionally taken exposure to only domestic markets. With such a narrow focus, investor lose out on a large opportunity set Both in terms of Market Capitalization and GDP, India accounts f
Slide 3: Motilal Oswal International Funds
Motilal Oswal International Funds Motilal Oswal S&P 500 Index Fund Motilal Oswal NASDAQ 100 FoF Motilal Oswal NASDAQ 100 ETF Description (An open ended scheme (An open ended fund of fund scheme (An open ended scheme replicating/tracking replicating/tracking S&P 500 Index) investing in Motilal Oswal
Slide 4: Why Invest in International Markets
Why Invest in International Markets • Diversification • Low Correlation to domestic markets • Help reduce portfolio volatility • Growth • Exposure to different markets • Global Brands • Exposure to Currency • By investing in International securities, we are not just exposed to International market,
Slide 5: Diversification Opportunity
Diversification Opportunity • Both S&P 500 and NASDAQ 100 in INR has very low correlation with Indian equities • Lower correlation offers opportunity for diversification. • Combining assets that are less/not correlated may help reduce portfolio volatility Nifty 5 yr ^NASDAQ 100 Nifty 50 TR Nifty 500
Slide 6: Unique Combination
Unique Combination 2021 GDP % of 10 Year GDP Growth Rate Country Rank by GDP ($ trillion) World GDP (2011-2021) USA 22.9 26.4% 1 4.0% India 3.3 3.6% 6 5.4% World 86.9 -- -- -- USA + India 26.1 30.0% World’s Largest GDP + World’s Fastest Growing GDP • Investing in USA and India offers an opportunity
Slide 7: Both indices offer exposure to various brands commonly used in India
Both indices offer exposure to various brands commonly used in India Common Brands Global Brands only in S&P 500 Index Global Brands only in NASDAQ 100 Index Source: Index Constituents - S&P Dow Jones Indices and NASDAQ; Data as of 31-Mar-2022; The Stocks mentioned above are used to explain the conc
Slide 8: Currency - USD Appreciation increases performance in INR
Currency - USD Appreciation increases performance in INR (Dollar Hedge) ^S&P 500 TR Index (INR) S&P 500 TR Index (USD) ^NASDAQ 100 TR Index (INR) NASDAQ 100 TR Index (USD) 1,000 S&P 500 TR Index (USD) grew 2,000 ^Nasdaq 100 in INR grew by 3.8x 800 ^S&P 500 TR Index (INR) grew 15x by 7.4x 1,500 Nasda
Slide 9: S&P 500 Index
S&P 500 index One of the premier benchmarks for U.S. stock market performance.
Slide 10: S&P 500 Index: Fun Facts
S&P 500 Index: Fun Facts Leading 500 One of the companies in factors used in US the forecast of economic direction Bluest of Blue Chips Gauge of Economy Top 4 passive Investors like funds by AUM Warren Buffett, world wide Burton Malkiel tracks S&P 500 & John Bogle Index recommend S&P 500 index fund
Slide 11: S&P 500 Index: Introduction
S&P 500 Index: Introduction The S&P 500® index is widely regarded as one of the best single gauge of large-cap U.S. equities. The index is designed to measure the performance of leading 500 companies listed in United States and covers approximately 80% of available market capitalization. Attributes
Slide 12: S&P 500 Index: Methodology Snapshot
S&P 500 Index: Methodology Snapshot Universe All constituents must be US companies Minimum Market Total Market Capitalization USD 14.6 Billion Capitalization: Free Float Market Capitalization USD 7.3 Billion Profitability: Positive reported earning in recent quarter Liquidity Turnover Ratio > 1 and
Slide 13: Composition of S&P 500 Index
Composition of S&P 500 Index Top 10 Constituents Weight (%) in Index GICS Sector Coverage (%) Constituent Name Weight GICS Sector Sectors (GICS): S&P 500 Apple Inc. 7.2% Information Technology Information Technology 28.1 Microsoft Corp 6.0% Information Technology Health Care 14.3 Amazon.Com Inc 3.4%
Slide 14: Global Exposure in terms of Sales
Global Exposure in terms of Sales Historically, a large portion of revenue of S&P 500 constituents’ was from foreign countries. Source: FactSet; As of 14-July-2022; The information / data herein alone is not sufficient and shouldn’t be used for implementation of an investment strategy. It should not
Slide 15: NASDAQ 100 Index
NASDAQ 100 Index One of the popular benchmarks in the U.S. stock market
Slide 16: NASDAQ 100 Index: Introduction
NASDAQ 100 Index: Introduction The NASDAQ-100 Index® includes 100 of the largest non-financial companies listed on The Nasdaq Stock Market®, based on market capitalization. Attributes – • Includes top 100 domestic and international non-financial companies listed at NASDAQ Stock Market. • Index refle
Slide 17: NASDAQ 100 Index: Methodology Snapshot
NASDAQ 100 Index: Methodology Snapshot Listing: All securities must be exclusively listed at NASDAQ Sector Exclusion: Only security issued by a non-financial company is eligible Liquidity: Average Daily traded Volume > 2,00,000 shares over past 3 months Company Top 100 companies by total market capi
Slide 18: Nasdaq 100 Index Composition
Nasdaq 100 Index Composition Top 10 Constituents Weight (%) in the Index GICS Sector Coverage (%) Sectors (GICS): Nasdaq 100 Constituent Name Weight GICS Sector Information Technology 50.6 Apple Inc. 13.3% Information Technology Health Care 6.0 Microsoft Corp 10.6% Information Technology Consumer Di
Slide 19: Valuation multiples
— Valuation multiples INDEX FUNDS
Slide 20: S&P 500 Valuation multiples
S&P 500 Valuation multiples Price to Earning Ratio Price to Book Ratio S&P 500 Index PE Ratio 10yr avg S&P 500 Index PB Ratio 10yr avg 40.0 6.0 30.0 4.0 20.0 10.0 2.0 0.0 0.0 Dividend Yield S&P 500 Index Div Yield 10yr avg 3.0 After current recovery post Covid 19 crash, PE and PB ratio are above 10
Slide 21: Nasdaq 100 Valuation multiples
Nasdaq 100 Valuation multiples Price to Earning Ratio Price to Book Ratio NASDAQ 100 Index PE Ratio 10yr avg NASDAQ 100 Index PB Ratio 10yr avg 50.0 15.0 40.0 30.0 10.0 20.0 5.0 10.0 0.0 0.0 Dividend Yield NASDAQ 100 Index Div Yield 10yr avg PE & PB falling in recent times, Dividend yield below 1 ye
Slide 22: Historical Performance: S&P 500 Index & Nasdaq 100 Index
Historical Performance : S&P 500 Index & Nasdaq 100 Index 22
Slide 23: Historical Performance of Domestic and International Indices
Historical Performance of Domestic and International Indices Nifty 50 TR Index Nifty 500 TR Index ^S&P 500 TR Index (INR) ^NASDAQ 100 TR Index (INR) 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 0 Data Source: Bloomberg, FBIL/RBI/Thomson Reuter and MOAMC; Performance as of Close of 31-July-201
Slide 24: Risk Return Profile (in INR)
Risk Return Profile (in INR) Index Data Label 1 year 3 year 5 year 7 year 10 year 15 year Nifty 50 TR Index (INR) 10.2% 17.0% 12.6% 11.9% 14.0% 10.6% Nifty 500 TR Index (INR) 8.6% 18.8% 12.1% 12.2% 14.8% 10.7% CAGR ^S&P 500 TR Index (INR) -0.3% 18.2% 17.4% 15.5% 17.8% 14.3% ^NASDAQ 100 TR Index (INR
Slide 25: Rolling Returns (in INR)
Rolling Returns (in INR) Nifty 500 TR Index ^S&P 500 TR Index ^NASDAQ 100 TR Index Data Label Nifty 50 TR Index (INR) (INR) (INR) (INR) 3 Year Rolling Returns Average 11.4% 11.7% 18.0% 24.4% Median 11.5% 12.4% 18.2% 25.1% Min -3.8% -5.5% -4.6% 1.6% Max 29.1% 30.9% 37.0% 42.2% 5 Year Rolling Returns
Slide 26: Drawdown (in INR)
Drawdown (in INR) S&P 500 and NASDAQ 100 Index experienced lower drawdown as compared to domestic indices Nifty 50 TR Index Nifty 500 TR Index ^S&P 500 TR Index (INR) ^NASDAQ 100 TR Index (INR) 0% -10% -20% -30% -40% -50% -60% -70% ^NASDAQ 100 TR Index Data Label Nifty 50 TR Index (INR) Nifty 500 TR
Slide 27: S&P 500 Index Comparison with NASDAQ 100 Index
S&P 500 Index Comparison with NASDAQ 100 Index
Slide 28: Key differences between S&P 500 Index and NASDAQ 100 Index
Key differences between S&P 500 Index and NASDAQ 100 Index CRITERIA S&P 500 INDEX NASDAQ 100 INDEX Theme Broad Market Technology Heavy Eligible Stock Exchange Various stock exchanges including NASDAQ Stocks listed only on NASDAQ US Mcap Coverage ~83.2% ~37.8% Number of Companies 500 100 # of Common
Slide 29: Motilal Oswal International Schemes Performance
Motilal Oswal International Schemes Performance For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 30: Motilal Oswal Nasdaq 100 ETF Performance – Regular Plan
Motilal Oswal Nasdaq 100 ETF 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 (%) Invest
Slide 31: Performance of other schemes managed by Ankush Sood
Performance of other schemes managed by Ankush Sood Name of Fund Manager: Ankush Sood Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal Multi Asset Fund* 0.5 4.1 - - - - Motilal Oswal S&P 500
Slide 32: Motilal Oswal Nasdaq 100 Fund of Fund Performance – Regular Plan
Motilal Oswal Nasdaq 100 Fund of Fund 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 (
Slide 33: 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 M50 ETF 10.2 10.3 16.6 17.0 12.2 12.6 Motilal O
Slide 34: Performance of other schemes managed by Abhiroop Mukherjee
Performance of other schemes managed by Abhiroop Mukherjee Name of Fund Manager: Abhiroop Mukherjee Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal Midcap 30 Fund* 25.0 7.7 27.0 25.9 13.0 1
Slide 35: Motilal Oswal S&P 500 Index Fund Performance – Regular Plan
Motilal Oswal S&P 500 Index Fund 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 (%) In
Slide 36: Performance of other schemes managed by Ankush Sood
Performance of other schemes managed by Ankush Sood Name of Fund Manager: Ankush Sood Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal Multi Asset Fund* 0.5 4.1 - - - - Motilal Oswal Flexi C
Slide 37: Performance of other schemes managed by Abhiroop Mukherjee
Performance of other schemes managed by Abhiroop Mukherjee Name of Fund Manager: Abhiroop Mukherjee Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal Midcap 30 Fund* 25.0 7.7 27.0 25.9 13.0 1
Slide 38: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 39: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 40: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 41: 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 42: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund Nifty 500 TRI Motilal Oswal Nifty 500 • Return that corresponds to the Index Fund performance of Nifty 500 Index subject to tracking error (An open ended scheme
Slide 43: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund S&P 500 TRI (INR) Motilal Oswal S&P 500 • Return that corresponds to the Index Fund performance of S&P 500 Index subject to (An open ended scheme tracking error
Slide 44: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors 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 45: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Motilal Oswal 5 Year G-sec Fund Nifty 5 yr Benchmark G-Sec Index FoF • Long term capital appreciation (An open ended fund of • Return that corresponds generally to th
Slide 46: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund Nifty 200 Momentum 30 TRI Motilal Oswal Nifty 200 Momentum 30 ETF • Return that corresponds to the total returns of the Nifty 200 Momentum 30 (An open ended fund
Slide 47: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Motilal Oswal S&P BSE Fund S&P BSE Financials ex Bank 30 Total Return Index Financials ex Bank 30 Index • Return that corresponds to the total Fund returns of the S&P
Slide 48: 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
Slide 49: 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 50: 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 51: 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
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