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 Mutual Fund — Investor Presentation (December 2024)
19 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, December 2024
Slide 1: Minimize Risks, Optimize Returns: Introducing Motilal Oswal Arbitrage Fund
MOoTILAL OSWAL Minimize Risks, Optimize Returns Introducing Motilal Oswal Arbitrage Fund 16" to 19" Dec 2024
Slide 2: Presentation Flow
Mc MUTUAL FUND > Understanding Arbitrage » Arttirese Wark PRESENTATION FLOW Reasons to Invest > in Arbitrage Funds ae » Motilal Oswal Arbitrage Fund
Slide 3: Understanding Cash and Futures Arbitrage
| UNDERSTANDING CASH AND FUTURES ARBITRAGE The cash futures arbitrage strategy involves buying stocks in the cash market and selling futures when the futures price exceeds the spot price. As the prices converge at expiry, the arbitrage return is realized. The simultaneous buying and selling of secur
Slide 4: How Does a Cash Future Arbitrage Work?
HOW DOES A CASH FUTURE ARBITRAGE WORK? + | Attime=T ) e——_—_—~ Maturity of the Contract + Futures Price At time = T+28 i.e. On Expiry Day (Last Thursday of every month) (XYZ Future Price = XYZ Spot a / y* “* 6 \ => G2 _ In the given example, on expiry day irrespective of prevailing XYZ Stock’s price
Slide 5: Types of Arbitrage
Me MUTUAL FUND TYPES OF ARBITRAGE Exchange Arbitrage * Exchange arbitrage is taking advantage of price difference of the same security in two stock exchanges. Cash and Carry Arbitrage * Cash and Carry Arbitrage is taking advantage of price difference of the same security in cash market and future co
Slide 6: Factors Driving Arbitrage Fund Returns
FACTORS DRIVING ARBITRAGE FUND RETURNS Ce Market Sentiments . Interest Rates — Availability of Market Opportunities Participation Source: MOAMC Internal. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an in
Slide 7: Reasons to Invest in Arbitrage Funds
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Slide 8: Tax Efficiency of Arbitrage Funds Over Debt Funds
TAX EFFICIENCY OF ARBITRAGE FUNDS OVER DEBT FUNDS MotiLaL Oswat 1M 3M 1Y. Type of Fund oe Debt Funds Apa as Debt Fund Ace Tege Debt Fund Amount Invested 1,00,000 Returns * (Annualised. Net of Expenses) 7.50% Value at Time of Redemption 1,00,625 1,00,625 1,01,875 1,01,875 1,07,641 1,07,641 Tax Rate *
Slide 9: Trend in Arbitrage Spreads
TREND IN ARBITRAGE SPREADS 10.55 9.08 8.82 8.09 8.09 7.74 7.65 7.62 731 7.44 6.87 6.47 oO & a a a a a a a a a a a i= Q o a > c Ss D a xa} 2 é ? e = a = 3 . < & 6 3 ' J ' « 4 . if c ' ' ss 1 > 2 < 2 i ra 2 5 s D = 8 2 3 8 e 2 2 3 ° * 2 8 8 a Average ~ 7.95% * Average of Top50 Arbitrage Spreads from F
Slide 10: Who Should Invest in Arbitrage Fund?
Me WHO SHOULD INVEST IN ARBITRAGE FUND? MUTUAL FUND Investor looking for stable income Investors looking for Fixed-Income like Returns without exposure to interest rate risks or credit risks, Such as retirees or conservative savers. Risk Averse Investor Investors who want consistent returns with min
Slide 11: Reasons to Invest in an Arbitrage Fund
Mc MUTUAL FUND REASONS TO INVEST IN AN ARBITRAGE FUND Equity Taxation © Arbitrage funds are taxed as equity funds and hence in higher income bracket can allocate as alternate to Liquid/Debt Funds Low Risk - Market Neutral Arbitrage Positions * Returns and capital from arbitrage fund is not dependent
Slide 12: Why Motilal Oswal Arbitrage Fund?
WHY MOTILAL OSWAL le ARBITRAGE FUND? CL
Slide 13: Motilal Oswal Arbitrage Fund
MOTILAL OSWAL ARBITRAGE FUND a > To generate long term growth of capital by predominantly investing in arbitrage opportunities present between the cash and derivate markets, as well as within the derivative -——_® segment, complemented by investments in debt securities a and money market instruments.
Slide 14: Types of Arbitrage
TYPES OF ARBITRAGE MUTUAL FUND Exchange Arbitrage NSE %100 Buy 21 (101-100) BSE 2101 Sell Cash and Carry Arbitrage Sell in F&O market for 1100 Buy in cash market for %1000 Lock-in 7100 profit Source: MOAMC Internal. The above graph is used to explain the concept and is for illustration purpose only
Slide 15: Types of Arbitrage (Index and Reverse)
TPES FTG Index and Basket of Stocks Arbitrage Reverse Arbitrage Cash ad Sell in cash Buy in F&O Market the Nifty 50 Buy 10,000 market for market for index 200 %1100 31000 (10,200- F&0 10,000) Nifty 50 Market index Sel 10.200 Lock-in 7100 profit Source: MOAMC Internal. The above graph is used to expl
Slide 16: Fund Facts
Mc FUND FACTS MUTUAL FUND Motilal Oswal Arbitrage Fund An open-ended equity scheme investing in arbitrage opportunities Arbitrage Fund Entry : Nil Exit : 0.25% - If redeemed on or before 30 Days from the date of allotment. Nil - If redeemed after 30 Days from the date of allotment. Exit Load will be
Slide 17: Disclaimer
a» MUTUAL FUND 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 fa
Slide 18: Product Labelling
| PRODUCT LABELLING oo Name of the scheme Risk-o-meter of Benchmark Motilal Oswal Arbitrage Fund (An open-ended equity Risk-o-meter of Scheme Nifty 50 Arbitrage Index TRI scheme investing in arbitrage opportunities) This product is suitable for investors who are seeking* * Capital appreciation over
Slide 19: Thank You
MOTILAL OSWAL THINK EQUITY ( THINK MOTILAL OSWAL = Thank You y
Motilal Oswal Mutual Fund — Investor Presentation (December 2024) on 6ix