Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Midcap 30 Fund — Investor Presentation (April 2022)
34 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Apr 30, 2022
Slide 1: Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund 30th April, 2022 Invest in the Leaders of Tomorrow, Today
Slide 2: Industry Categorization of Large Cap, Mid Cap and Small Cap stocks
Industry Categorization of Large Cap, Mid Cap and Small Cap stocks Large Cap Top 100 Companies Mid Cap Funds: Mid Cap At least 65% in mid cap 101st to 250th Companies stocks Small Cap 251st Company and beyond Source: As compiled by AMFI - As on 31st December 2021
Slide 3: Why Mid Caps?
Why Mid Caps? Mid cap segment has outperformed the Large cap and Small cap segment in the long run. 7000 6000 6x 5000 5x 4000 4x 3000 2000 1000 0 Jul-21 Jan-21 Jan-12 Apr-12 Jul-12 Jan-13 Apr-13 Jul-13 Jan-14 Apr-14 Jul-14 Jan-15 Apr-15 Jul-15 Jan-16 Apr-16 Jul-16 Jan-17 Apr-17 Jul-17 Jan-18 Apr-18
Slide 4: Why Mid Caps? High Growth Prospect
Why Mid Caps? Potential to invest in the leaders of tomorrow: High Growth Prospect. Stable Pricing and Stable Growth and Consolidation Stable Pricing Revenue/Earnings Growth Growth Phase Revenue Growth Earnings Growth From Idea to Business Idea Phase Small Cap Mid Cap Large Cap Source: Internal MOAM
Slide 5: Introducing: Motilal Oswal Midcap Fund
Introducing: Motilal Oswal Midcap 30 Fund A true to label Mid Cap Fund with 73% of Focused on investing in industry leaders, the portfolio comprising of mid cap stocks. positioned to benefit from market consolidation. 77% Small Cap 19% Mid Cap 74% Large 22% Cap 7% Data as on 30th Apr’22 Number 1 Pos
Slide 6: Broad Framework – QGLP Philosophy
Broad Framework – QGLP Philosophy Quality of business x Quality of management Growth in earnings • Stable business, preferably consumer facing • Volume growth • Huge business opportunity • Price growth • Sustainable competitive advantage • Mix change • Competent management team Q G • Operating lever
Slide 7: Additional Framework within the QGLP Philosophy
Additional Framework within the QGLP Philosophy Size of Opportunity Growth of Industry Market Share Gain - Glassdoor scores Focus on Cash flow Read annual reports of - Inhouse checklist statement more than P&L last 3 years in forensic - middle level management and BS way - ex-employees Source: Inter
Slide 8: High Concentrated Portfolio Plays across 4 Themes
High Concentrated Portfolio Plays across 4 Themes 1 2 Favorable Tailwinds Non-Lending Financials Rural Chemicals Auto Ancillaries Insurance 3 4 Structural Shifts Economic Recovery Sectors benefitting from increase in demand in the Pharma Diagnostics IT economy The sectors mentioned above are used to
Slide 9: QGLP Exemplified
QGLP Exemplified Quality FY24E RoE of 20% Growth 25% EPS Growth Expected over FY22-24 Longevity High Price PE: 35x FY24E, PEG 2 Years: 2.1x Data as on 30th April 2022 Source: MOAMC Internal Research
Slide 10: Aligned towards Economic Recovery
Aligned towards Economic Recovery When the economy recovers from a slowdown, mid caps tend to outperform. Economic revival provides strong tailwind to mid and small caps. Economic Recovery – 79% Essentials – 10% Real Estate Auto Proxies, 12% Ancillaries, 12% Healthcare, 2% IT services, 3% Chemicals,
Slide 11: 79% of the Portfolio is Aligned towards Beneficiaries of Economic Recovery
79% of the Portfolio is Aligned towards Beneficiaries of Economic Recovery Phoenix Mills 8% Real Estate Proxies Ancillaries Auto Astral 2% Tube Investments 12% Godrej Properties 1% Real Estate Auto Proxies, 12% Ancillaries, Indian Hotels Co 1% 12% Clean Science 3% Chemicals Navin Flourine 3% Chemica
Slide 12: 10% of the Portfolio is Aligned towards Essentials
10% of the Portfolio is Aligned towards Essentials L&T Infotech 1% Persistent 2% IT IT, 3% Insurance, 5% Healthcare, 2% Insurance Healthcare Max Financial 5% Services Limited Max Healthcare 2% Data as on April 30, 2022 The Stocks / Sectors mentioned above are used to explain the concept and is for i
Slide 13: High Conviction Portfolio
High Conviction Portfolio Holding just 23 stocks which is a rarity in the mid cap space. At the same time we are diversified across sectors. Sector Allocation Top 10 Equity Holdings Auto Components 12.0% Script Weightage (%) Consumer Durables 11.9% Realty Tube Investments of India Limited 12.0% 9.0%
Slide 14: Scheme Performance
Scheme Performance 1 Year 3 years 5 Years Since Inception Point to Point Returns (%) CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 Motilal Oswal Midcap 30 Fund 42.9 14,276 22.6 18,440 12.6 18,135 20.7 46,448 Nifty Midcap 150 TRI (BM) 23.9 12,386 22.4 18,327 14.4 19,602
Slide 15: Annexure
Annexure
Slide 16: High Concentrated Portfolio Plays across 4 Themes
High Concentrated Portfolio Plays across 4 Themes 1 2 Favorable Tailwinds Non-Lending Financials Rural Chemicals Auto Ancillaries Insurance 3 4 Structural Shifts Economic Recovery Sectors benefitting from increase in demand in the Pharma Diagnostics economy The sectors mentioned above are used to ex
Slide 17: Favourable Tailwinds
1 Favourable Tailwinds Rural Chemicals Auto Ancillaries • Agricultural sector experienced • Will benefit from the Bull whip zero disruptions during COVID effect where a small change leads period. • Recent Geo-political environment is to significant change in the supply leading to shift in manufactur
Slide 18: Non-Lending Financials – An Unpenetrated Market
2 Non-Lending Financials – An Unpenetrated Market Little to no risk on the Capital efficient Multi-decadal growth Deeply moated brands asset side businesses opportunity • Barriers to entry: Brand • A capital efficient business • Long growth runway: With • Within BFSI; we believe and distribution pla
Slide 19: Importance of Trust
2 Non-Lending Financials – An Unpenetrated Market Demand Economic Designation A long runway for growth Companies can charge for moats Low coverage provides a large opportunity for life insurers How much premium can you charge? Protection Gap Insurance 92% 88% 78% Equity 73% 73% 70% Investing Importa
Slide 20: Structural Shifts
3 Structural Shifts Pharmaceuticals Diagnostics IT • Work from home (WFH) is the new normal and with some IT Majors • Awareness about healthcare has offering WFH on a permanent basis; • Share of chronic diseases in India increased; demand. Regular, this trend is here to stay. has risen significantly
Slide 21: High Quality Economic Recovery
4 High Quality Economic Recovery Distinctive and durable market leaders likely to benefit despite short term headwinds India’s growth potential Economic environment to Look beyond the short Focus on market leaders remains intact accelerate consolidation term • Template for multi- baggers; vision to
Slide 22: Fund Managers
Fund Managers For Equity Component: Mr. Niket Shah: • Rich Experience: Niket has 10 years of overall experience. Prior to joining MOAMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst
Slide 23: Mid Cap stocks are volatile in near term… but can provide great opportunities
Mid Cap stocks are volatile in near term… …but can provide great opportunities for upside One may earn higher returns with mid cap stocks by: • Being patient • Never exiting looking at rear-view performance • Increasing allocation at extremes if possible THINK EQUITY 23 THINK MOTILAL OSWAL
Slide 24: Fund Facts
Fund Facts Type of the Scheme An open ended equity scheme investing in mid cap stocks. Category of the Scheme Midcap Fund The investment objective is to provide medium to long-term capital appreciation by investing in maximum 30 quality Investment Objective Midcap companies having long-term competit
Slide 25: 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 26: Product Labelling
Product Labelling THINK EQUITY 26 THINK MOTILAL OSWAL
Slide 27: Motilal Oswal Mutual Funds
Motilal Oswal Mutual Funds Performance of other schemes managed by Abhiroop Mukherjee Name of Fund Manager: Abhiroop Mukherjee 1 year 3 year 5 year Since Inception Inception Period Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Date Return (%) Return (%) Return (%) Return (%) Re
Slide 28: Motilal Oswal Mutual Funds
Motilal Oswal Mutual Funds Performance of other schemes managed by Abhiroop Mukherjee Name of Fund Manager: Abhiroop Mukherjee 1 year 3 year 5 year Since Inception Inception Period Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Date Return (%) Return (%) Return (%) Return (%) Re
Slide 29: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Large and Midcap Fund Motilal Oswal Long Term Equity Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 30: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Motilal Oswal Ultra Short Term Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 31: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal 5 Year G-Sec ETF Motilal Oswal Nasdaq 100 Fund of Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 32: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal 5 Year G-Sec Fund of Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 33: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT THINK EQUITY THINK MOTILAL OSWAL
Slide 34: Thank you
Thank you
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