HDFC Nifty Metal ETF · NSE:HDFCNIMEG
HDFC Nifty Metal ETF — Investor Presentation (July 2026)
26 slides from HDFC Nifty Metal ETF's investor presentation, July 2026
Slide 1: Participate in the strength that builds the nation
Participate in the strength that builds the nation NFO PERIOD: July 20 to July 24 2026 Character/s and/or illustrations featured in this content are generated using Artificial Intelligence, solely for conceptual and educational purposes. HDFC Mutual Fund: SEBI Registration Number: MF/044/00/6 For dis
Slide 2: Metals Are Foundational to Modern Economies
From Everyday Living to National Security – Metals Are Foundational to Modern Economies STEEL ALUMINIUM COPPER Character/s and/or illustrations featured in this content are generated using Artificial Intelligence, solely for conceptual and educational purposes. Source: Companies in the Nifty Metal In
Slide 3: Metals: Long-term Drivers of Demand
Metals: Long-term Drivers of Demand Growing demand from New demand drivers Rising global Local support ongoing capex spend, include AI / data centres, protectionism and in India via Production infrastructure push etc. renewable energy, EV stockpiling demand Linked Incentive (PLI), ecosystem etc. to
Slide 4: Long Growth Runway Ahead for Indian Metal Companies
Long Growth Runway Ahead for Indian Metal Companies India is the 2nd largest producer of crude steel and primary aluminium, and top-10 producer of refined copper globally*. Yet, there is plenty of scope for further growth as India’s per capita consumption significantly lags global peers. Per Capita Co
Slide 5: Rising Global Protectionism to Secure Critical Minerals Access
Rising Global Protectionism to Secure Critical Minerals Access China Export Restrictions US Tariffs Resource Nationalism China imposed export controls US expanded steel and aluminium Eg. Indonesia imposed export on certain rare earths in 2025 tariffs to ~50% in 2025 under Section ban nickel ore in 2
Slide 6: Government Policy Initiatives to Support Indian Metal Industry
Government Policy Initiatives to Support Indian Metal Industry Incentives for Value Addition & Providing Raw Material & Structural Demand Creation Import Substitution Resource Security PLI Scheme for Specialty Steel National Critical Mineral Mission (2025) Large-scale infrastructure push via incenti
Slide 7: Indian Metal Companies have several Structural Advantages vs. Global Peers
Indian Metal Companies have several Structural Advantages vs. Global Peers Abundant raw material Integrated & scalable Cost-competitive base (steel & aluminium) production among global peers India has large reserves of iron ore Leading players operate integrated Eg. Leading aluminium producers in an
Slide 8: Fundamentals of Nifty Metal Index (TRI) are improving
Fundamentals of Nifty Metal Index (TRI) are improving Leverage of Nifty Metal Index (TRI) has Operating Margin has displayed cyclicality over steadily reduced last several years 0.6 20.0% 18.0% 0.5 16.0% 14.0% 0.4 12.0% 0.3 10.0% 8.0% 0.2 6.0% 4.0% 0.1 Total Debt to EV (x) Operating Margin (%) 2.0%
Slide 9: Advantages of ETFs to get Sector Exposure
Advantages of ETFs to get Sector Exposure A single ETF gives the investor sector exposure to multiple Metal stocks – no need for individual stock selection Advantage of the ETF is: Less impact of company-specific risk Capture performance of the sector with lower volatility than its underlying constit
Slide 10: Globally, industrial metals have historically moved in line with inflation
Globally, industrial metals have historically moved in line with inflation Rising industrial metal prices have often coincided with rising inflation 10.00% 150.0% 1y Trailing return of S&P GSCI Metals Summary TRI when US YOY CPI > 3% Stats 8.00% 100.0% Average 19.9% 6.00% St. Dev. 30.2% 50.0% 4.00% Me
Slide 11: Nifty Metal Index (TRI)
Nifty Metal Index (TRI) Offering exposure to the Metals & Mining sector For disclaimers, refer Slide 25 11/26
Slide 12: Nifty Metal Index tracks the pulse of India's Metals and Mining sector
Nifty Metal Index tracks the pulse of India’s Metals and Mining sector Passively managed strategy Parameter Nifty Metal Index Universe / Parent Index Nifty 500 Index Stock selection Companies forming part of the Metals sector* Number of stocks 15 Free float based Weights Stocks capped at 33%, weight
Slide 13: Exposure to leading companies driving the Metals & Mining sector
Exposure to leading companies driving the Metals & Mining sector Top 10 constituents include companies which produce Valuation comparison* vs. Nifty 500 Index steel, aluminium, refined copper etc. Nifty Nifty Company Name Weightage (%) Metal Index 500 Index Price Earnings Ratio (P/E) 16.69 22.72 Tata
Slide 14: Diversified exposure to a range of basic industries
Diversified exposure to a range of basic industries Basic Industry Nifty Metal Index (%) Iron & Steel 44.1 Aluminium 20.9 Trading - Minerals 10.8 Industrial Minerals 6.6 Iron & Steel Products 6.5 Diversified Metals 5.9 Zinc 3.2 Copper 2.0 Source: NSE Indices Ltd., internal calculations. As on Jun 30,
Slide 15: Nifty Metal TRI has outperformed the Nifty 500 TRI over long time horizons
Nifty Metal TRI has outperformed the Nifty 500 TRI over long time horizons CAGR* as on Jun 30, 2026 Indices rebased to 1000 25000 Return Periods Nifty Metal TRI Nifty 500 TRI 20000 Nifty Metal TRI (14.0% CAGR*) 1 year 32.7% -1.7% 15000 Nifty 500 TRI (14.1% CAGR*) 3 year 27.3% 12.9% 10000 5 year 20.7
Slide 16: Nifty Metal TRI has outperformed or fallen less than Nifty 500 TRI in various FYs
Nifty Metal TRI has outperformed or fallen less than Nifty 500 TRI in various FYs FY Nifty Metal TRI Nifty 500 TRI FY05 56.9% 24.7% FY06 49.8% 67.3% FY07 32.5% 10.0% Nifty Metal TRI FY08 71.0% 22.9% FY09 -53.0% -39.1% Number of Financial Years* 22 FY10 187.3% 90.0% FY11 -11.0% 8.4% FY12 -27.8% -7.7%
Slide 17: Historically better average rolling returns for Nifty Metal TRI
Historically better average rolling returns for Nifty Metal TRI over 1 and 3 year horizons vs. the Nifty 500 TRI Average Rolling Returns Std. Deviation of Rolling Returns Return-Risk Ratio Return Periods Nifty Metal TRI Nifty 500 TRI Nifty Metal TRI Nifty 500 TRI Nifty Metal TRI Nifty 500 TRI 1 year
Slide 18: Presenting
Presenting NFO PERIOD: July 20 to July 24 2026 For disclaimers, refer Slide 25 18/26
Slide 19: Why invest in HDFC Nifty Metal ETF?
Why invest in HDFC Nifty Metal ETF? Long-term growth potential thanks to continued capex spend, new sources of demand via AI / datacentres, low per capita consumption vs global peers etc. Strong policy push to support the growth of the Indian metal industry in order to achieve Atmanirbharta Indian m
Slide 20: Key Risks and Mitigants
Key Risks and Mitigants Key Risks Mitigants Demand and pricing are highly cyclical, driven by macro factors Strong balance sheet to withstand downturns (GDP growth, infrastructure spend, China demand, global trade etc.). Downcycles can compress realizations and margins. Focus on cost leadership to r
Slide 21: HDFC AMC: Key Strengths in Passives
HDFC AMC: Key Strengths in Passives Managing Index Solutions One of the largest funds Wide Product Range for over 20 years across certain categories HDFC AMC has been managing 19 ETFs, 30 Index Funds & 3 FOFs Market-cap based Index Funds Index Solutions for 20+ years including: Market-cap based– 7 E
Slide 22: Fund Facts – HDFC Nifty Metal ETF
Fund Facts – HDFC Nifty Metal ETF HDFC Nifty Metal ETF Scheme Type An open ended scheme replicating/tracking Nifty Metal Index (TRI) Investment To generate returns that are commensurate (before fees and expenses) with the performance of the Nifty Metal Objective Index (TRI), subject to tracking erro
Slide 23: How will the Scheme allocate its assets?
How will the Scheme allocate its assets? Indicative allocations (% of total assets) Instruments Minimum Maximum Securities covered by Nifty Metal Index (TRI) 95 100 Debt Securities & Money Market Instruments, unit of 0 5 Debt Schemes of Mutual Funds@ @Investments will be made in Cash or cash equival
Slide 24: Product Labeling and Riskometer
Product Labeling and Riskometer Scheme Risk-o-meter# HDFC Nifty Metal ETF (An open ended scheme replicating/tracking Nifty Metal Index (TRI)) is suitable for investors who are seeking* Returns that are commensurate (before fees and expenses) with the performance of the Nifty Metal Index (TRI), over
Slide 25: Disclaimer
Disclaimer The views expressed herein are as of July 15, 2026 and are based on internal data, publicly available information and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you must confirm before relying on them. The information co
Slide 26: Thank You
Thank You
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