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 (March 2024)
31 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, March 2024
Slide 1: Thought Leaders in Equity
UTUAL FUND THOUGHT LEADERS IN EQUITY Focused, Process Driven, Ideas Powerhouse EQUITY. MOTILAL OSWAL.
Slide 2: Hi-Quality Hi-Growth: Benefit from Both
HI-QUALITY HI-GROWTH ~~ BENEFIT FROM BOTH = Motilal Oswal’s investing process builds Hi-Quality & Hi-Gro Our process. Your success. SS THINK EQUITY Morita Oswat THINK MOTILAL OSWAL auton] Mutual Fund investments are subject to market risks, read all scheme related documents carefully: The term ‘Hi-Q
Slide 3: Veritable Ecosystem in Financial Services
Veritable Ecosystem in Financial Services 67,475Crs AUM 150+ investee companies 250+ companies, 21 sectors 47,239 families, 3,781Crs AUM 300 reports, 41 analysts 111 branches across 12 states/UTs #1 Corporate Access Team #1 Best Execution* #2 Domestic Brokerage for Sales* 20+ team 14 deals in 9MFY24
Slide 4: Disciplined Investing following Q-G-L-P Investment Process
Disciplined Investing following “Q-G-L-P” Investment Process
Slide 5: Risk Management Framework for Consistency & Sustainability of Performance
Risk Management Framework for Consistency & Sustainability of Performance
Slide 6: Motilal Oswal Group – Thought – Philosophy - Action
Motilal Oswal Group – Thought – Philosophy - Action What is at stake? ~6,000+ Cr Source: MOAMC Internal, Data as on Jan 31st 2024
Slide 7: Why invest in Equity Mutual Funds?
Why invest in Equity Mutual Funds? Diversification Professional Management Liquidity Investment in a basket of Managed by professional Investors can easily enter stocks across sectors fund managers with and exit the scheme years of experience in the field Capital Appreciation Tax Advantage Delivers
Slide 8: Risk Return Spectrum - Active Equity Funds
Risk Return Spectrum - Active Equity Funds Source: Internal MOAMC Research. Disclaimer:This data should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future.
Slide 9: Motilal Oswal Large and Midcap Fund
Motilal Oswal Large and Midcap Fund
Slide 10: Market Cap Breakdown: Mix of Stability and Growth
Market Cap Breakdown: Mix of Stability and Growth Large and Midcap Category Requirement Current Portfolio Mix 53.0% Large Cap Min. 35% 43.0% Top 100 Companies Allocation 37.0% 36.0% Midcap 27.0% Min. 35% 101st to 250th Allocation Company Small Cap 3.0% 251st and Beyond Large Cap Mid Cap Small Cap Fu
Slide 11: Large and Midcap: Mix of Stability and Growth
Large and Midcap: Mix of Stability and Growth Nifty Midcap Nifty Large Nifty Smallcap Nifty Mid- Indices Nifty 50 Nifty Next 50 Nifty 100 S&P BSE 200 Nifty 500 150 Midcap 250 250 Smallcap 400 2022 4.3 -0.1 3.6 3 4.2 3.4 -3.6 0.9 3 2021 24.1 29.9 25 46.8 27.6 35.7 61.9 51.3 30.2 2020 14.9 14.8 14.8 2
Slide 12: Portfolio Construct and Positioning
Portfolio Construct and Positioning
Slide 13: Market Cap Strategy
Market Cap Strategy 100.0 4.0 LHS RHS MCAP CASH 90.0 19.6 17.2 21.5 22.1 19.7 21.7 19.3 20.1 21.4 3.5 21.0 26.1 25.9 80.0 3.0 70.0 39.5 35.3 33.3 2.5 60.0 35.2 39.4 34.8 36.2 35.4 35.9 39.0 35.8 35.9 50.0 2.0 40.0 1.5 30.0 1.0 43.4 44.6 46.3 43.6 20.0 42.8 39.9 40.8 40.5 42.8 38.0 35.4 36.3 0.5 10.0
Slide 14: Small Cap Strategy: Orientation towards less volatile companies
Small Cap Strategy: Orientation towards less volatile companies MCAP INR Cr. Global Health Limited 5.1% Wt. Average 23,417 Average 20,297 Inox Wind Ltd Median 19,195 2.9% Max 36,624 Min 6,744 Multi Commodity Exchange of India Ltd 2.7% Consumption, 8% Kaynes Technology India Limited 2.6% Healthcare E
Slide 15: Portfolio Construct: Basket approach to stock selection
Portfolio Construct: Basket approach to stock selection Consumption 29% Financial Services 14% Trent Ltd 6% Jio Financial Services Limited 7% Financial Zomato Limited 6% Multi Commodity Exchange of India Ltd 3% Services, Kalyan Jewellers India Limited 6% BSE Limited 2% 14% Chemicals, Prestige Estate
Slide 16: Portfolio Overview
Portfolio Overview Market Cap Mix Top 10 Stocks Top 10 Sectors 53% 43% Jio Financial Services Limited 6.6% 37% 36% Retailing 12.6% 27% Trent Ltd 6.4% Finance 8.8% 3% Zomato Limited 6.2% Healthcare Services 8.6% Large Cap Mid Cap Small Cap Kalyan Jewellers India Limited 6.0% Realty 8.6% Fund Nifty LM
Slide 17: Portfolio Changes: 3 month entry/exit
Portfolio Changes: 3 month entry/exit APL Apollo Tubes Amber Enterprises India Carborundum Universal Cholamandalam Investment & Finance Coforge Co. Dalmia Bharat India Shelter Finance Corporation Federal Bank Inox Wind Glenmark Pharmaceuticals Multi Commodity Exchange Of India I C I C I Bank One 97
Slide 18: Performance and Performance Attribution
Performance and Performance Attribution
Slide 19: Scheme Performance
Scheme Performance 1 Year 3 years Since Inception Point to Point Returns (%) CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 Motilal Oswal Large and Midcap Fund – Reg (G) 49.1 14,928 24.2 19,211 23.5 25,134 Nifty LargeMid 250 TRI (Benchmark) 44.9 14,502 22.0 18,202 23.6 25,275 Nifty 50 TRI
Slide 20: Key Takeaways
Key Takeaways Portfolio construction oriented towards delivering long term stable growth with low to moderate 1 volatility 2 Top down sector/theme view combined with bottom up stock selection 3 Diversification across sectors; Basket approach to play identified themes in the portfolio 4 Around 50% in
Slide 21: Introducing FAB Plan
MOTILAL OSWAL Introducing FAB PLAN Motilal Oswal Fixed Amount Benefit Plan
Slide 22: A Plan which aims to get you
A Plan which aims to get you Regular Fixed Amount for \ Emergency funds for life’s expense management \ unexpected events Protection from / Legacy planning for market fluctuations / your loved ones \ a 4 EQUITY. MOTILAL OSWAL. J MUTUAL FUND
Slide 23: Key Specs
Key Specs What is FAB Plan? Motilal Oswal Fixed Amount Benefit Plan (FAB) enables you to withdraw a regular sum of your investments at a fixed percentage and predefined frequency of your original investment, irrespective of the movement in the market value of the investment, subject to availability
Slide 24: Motilal Oswal Large and Midcap Fund
Motilal Oswal Large and Midcap Fund Investment / Withdrawals (C) Returns Closing Balance Tax on Year Opening Balance (B) (A+B-C) Withdrawals (A) Out of Capital From Gains Total 2020 1,00,00,000 12,56,238 - - - 1,12,56,238 2021 1,12,56,238 45,94,307 2,95,285 5,04,715 8,00,000 1,50,50,545 19,529 2022
Slide 25: Now that's a FAB Plan
Now that’s a FAB Plan Tax efficient returns oe yy Legacy planning for family Fixed withdrawals, independent of market movements Aims to provide enhanced investment experience relative to traditional instruments f Great tool for expense and lifestyle management a Suitable for several goals including
Slide 26: Fund Managers
Fund Managers Mr. Ajay Khandelwal (for equity component) • Rich Experience: Over 18 years • Past experience: Fund Manager in Canara Robeco & BOI AXA Investment Managers with a total experience of 6 years. also worked with BOI AXA as a Research Analyst from 2010-2017 • Academic background: Master’s i
Slide 27: Fund Managers
Fund Managers For Debt Component: Mr. Rakesh Shetty • Rich Experience: Mr Rakesh Shetty has an experience of more than 13 years in debt and equity markets • Prestigious past experience: Prior to joining Motilal Oswal AMC he has worked with multiple organizations such as Zyfin Capital, Derivium Tradi
Slide 28: Fund Facts
Fund Facts Type of the Scheme An open ended equity scheme investing in both large cap and mid cap stocks. Category of the Scheme Large and Midcap Fund The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, Investmen
Slide 29: Product Labelling
Product Labelling ., Benchmark Riskometer Name of the scheme Scheme Riskometer . . Nifty Large Midcap 250 TRI Motilal Oswal Large and Midcap Fund (Large and Midcap Fund - An } F : , - arte MOR, MOO bn, pen ended equity scheme investing in both large cap and mid cap or Meg Magee. stocks) ae = a , ag
Slide 30: 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 31: Thank You
THANK YOU THINK EQUITY. THINK MOTILAL OSWAL.
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