Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Asset Management Company — Investor Presentation (March 2024)
37 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Mar 28, 2024
Slide 1: Motilal Oswal Nifty 50 Index Fund & Motilal Oswal Nifty 50 ETF
Motilal Oswal Nifty 50 Index Fund & Motilal Oswal Nifty 50 ETF (formerly known as Motilal Oswal M50 ETF) 28 Mar 2024
Slide 2: Veritable Ecosystem in Financial Services
Veritable Ecosystem in Financial Services One of the leaders in CAT III long only AIFs 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: Motilal Oswal Nifty 50 Index Fund
Motilal Oswal Nifty 50 Index Fund
Slide 7: Motilal Oswal Nifty 50 Index Fund
Motilal Oswal Nifty 50 Index Fund Type of Scheme Investment Objective An open ended scheme replicating/tracking The Scheme seeks investment return that Nifty 50 Total Return Index corresponds to the performance of Nifty 50 Total Return Index subject to tracking error. However, there can be no assura
Slide 8: Motilal Oswal Nifty 50 ETF (Formerly known as Motilal Oswal M50 ETF)
Motilal Oswal Nifty 50 ETF (Formerly known as Motilal Oswal M50 ETF) Type of Scheme Investment Objective An open ended scheme replicating/tracking The Scheme seeks investment return that Nifty 50 Total Return Index corresponds to the performance of Nifty 50 Total Return Index subject to tracking err
Slide 9: About: Nifty 50 Index
About: Nifty 50 Index Index Objective: The Index is designed to measure the performance of 50 largest and most liquid blue chip companies. The index captures approximately 51% of Nifty 500 total market capitalization. Index Methodology Snapshot: Universe All Stocks must be part of derivative Constit
Slide 10: Index Composition
Index Composition Top 10 Constituents Sr no. Company Name Weight Macro-Economic Sectors (AMFI): Nifty 50 Index 1 HDFC BANK LTD. 11.1 2 RELIANCE INDUSTRIES LTD. 10.2 Financial Services 33.5 3 ICICI BANK LTD. 7.8 Information Technology 13.0 4 INFOSYS LTD. 5.4 Energy 12.9 5 LARSEN & TOUBRO LTD. 4.5 Con
Slide 11: Historical Performance
Historical Performance Nifty 50 TR Index 900 815.8 800 700 600 500 400 300 200 100 0 Source/Disclaimer: www.niftyindices.com; Performance Data as of close of 30-Sep-2005 – 28-Mar-2024. Hypothetical performance results may have many inherent limitations and no representation is being made that any in
Slide 12: Index Performance
Index Performance Data Label 1 year 3 year 5 year 10 year 15 year Nifty 50 TRI 30.1% 16.3% 15.3% 14.2% 15.6% CAGR Nifty 500 TRI 40.5% 19.3% 17.2% 15.8% 16.9% Nifty 50 TRI 9.7% 13.7% 19.0% 16.5% 18.0% Annualised Volatility Nifty 500 TRI 10.1% 13.8% 18.4% 16.2% 17.5% Nifty 50 TRI Risk 3.087 1.192 0.80
Slide 13: Index SIP Returns
Index SIP Returns 1 year 3 year 5 year 7 year 10 year Nifty 50 TR Index 27.8% 16.9% 18.6% 16.4% 14.9% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Market Value 1,37,018 4,61,301 9,51,756 15,05,436 26,07,940 Data as of close of March 28, 2024 . For SIP returns, monthly investment of
Slide 14: Rolling Returns
Rolling Returns Nifty 500 TRI Nifty 50 TRI Nifty 500 TRI Nifty 50 TRI Average 12.6% 12.5% 12.2% 12.1% Median 13.1% 12.4% 12.8% 12.9% Min -8.7% -5.0% -1.6% -1.6% Max 38.5% 42.2% 22.9% 23.8% Returns Range Negative 6.5% 1.9% 0.8% 0.1% 0% to 10% 27.7% 33.9% 29.6% 30.4% 10% to 15% 28.0% 30.7% 34.6% 44.1%
Slide 15: Valuations
Valuations Moria Oswat [ug FUNDS
Slide 16: Valuation Multiples
Valuation Multiples Nifty 50 Index P/E 50.0 40.0 30.0 20.0 22.88 10.0 0.0 Nifty 50 Index P/B Nifty 50 Index Div Yield % 5.0 2.0 4.0 1.5 3.0 3.92 1.0 2.0 1.20 1.0 0.5 0.0 0.0 Source/Disclaimer: www.niftyindices.com; Data as of close of 31-Mar-2014 – 28-Mar-2024; The above graph/table is used to expla
Slide 17: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of Rs
Slide 18: 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 19: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of Rs
Slide 20: 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 21: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 22: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 22
Slide 23: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 23
Slide 24: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 24
Slide 25: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 25
Slide 26: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund Nifty 50 Total Return Index Motilal Oswal Nifty 50 Index Fund • Return that corresponds to the performance of Nifty 50 (An open ended scheme replicating / Index
Slide 27: 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 28: 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 Motilal Oswal S&P 500 Index Fund • Return that corresponds to the performance of S&P 500 (An open ended scheme replicating / Index sub
Slide 29: 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% Domestic Price of Gold + 50% Nifty 5 Yr Benchmark G-Sec • To generate long term growth/capital appreciation by of
Slide 30: 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 31: 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 32: 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 33: 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 34: 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 35: 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 36: 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 37: 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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