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 (January 2025)
35 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, January 2025
Slide 1: Innovation Meets Conviction: Motilal Oswal Innovation Opportunities Fund
Motilal y sink cquity mot OSWa ae eae Oswal Mutual Fund Innovation Meets Conviction Introducing Motilal Oswal Innovation Opportunities Fund AMO) 29" Jan 2025 to 12" Feb 2025
Slide 2: What is Innovation
Mutual Fund What is
Slide 3: Innovation is Coherent with Non-Linearity
¢ ss (motilal | | Jousrantion is Coherent with Non-Linearity Mutual Fund Advancements in Technology Innovation can emerge from deliver innovation combining ideas to create something impactful ° oe Innovation broods adaptability and improvement Ability to create new products/ideas, services, processe
Slide 4: What Causes Innovation?
*: (motilal | What Causes Innovation? Mutual Fund thnological ancements improving the process through tech Product/Service early identification helps in maximizing Materiality the investment gains Process need to bridge the gap between expectations and actual growth potential Source: MOAMG Internal.
Slide 5: Examples of Product/Services, Market & Process Innovation
° *: ) (motilal l Examples of Product/Services, Market & Process Innovation Ped OsWwa. t le Mutual Fund End-to-End Apple: ied Ubon Company Doorstep Services Travel Bullet Trains Apple \Pad Avenue Supermarts Hh ober ; UES nee Kfin Tech KYC Process Novo Nordisk Ozempic (Semaglutide) Honasa Consumer Di
Slide 6: Innovation Accelerates Business Scale up, and Returns
motilal migilal Innovation Accelerates Business Scale up, and Returns S$ LY. “A
Slide 7: Innovation Cycle through the years
6 v (motilal | | Jnnoruafian Cycle through the years Mutual Fund rt Blockchain Technology Genome Sequencing Robotics Electricit Steam Engine ly Energy Storage Artificial Intelligence * Internal _ Automobile a Railways Combustion Computers Engine Telephone Scaled by degree of consensus across economi
Slide 8: Innovation cuts through different sectors
V motilal | Innovation cuts through different sectors Mutual Fund \ Technology creates opportunities to discover distinct market segments and transform business practices. 0 0000000000000000000000000000000000000000000000000000000000000000 Retail Consumer Finance Finance Retail Finance Finance Manufa
Slide 9: Innovation leads to automation in processes
ryt : is (motilal | [ Inriowation leads to automation in processes Mutual Fund Potential for Al-Led Job Displacement Banking Insurance Software & Platforms Capital Markets Work time distribution by industry and potential Al impact Energy Based on their employment levels in the US in 2021 Communicati
Slide 10: Past Performance against the market
: \ (motilal [ Past Perf inst the market oswal ‘as' " ormance agains' i¢ Marke! Mutual Fund ray — NASDAQ) — S&P500 40000 34,956 35000 8 30000 a 3 25000 o a @ 20000 P) 14,539 @ 15000 s % 10000 3 = 5000, © | | | wy POF feos SS SS SF SIS EOS) Se ——_ a Source: NASDAQ Composite Index, Bloomberg. Past per
Slide 11: US and China have higher representation of technology led companies
. v P motilal 7 - aihavel hi ; : F = (motilal | US zn China have higher representation of technology led companies Ped Mutual Fund SS WY, ( Share of Tech in Top 100 \ if US Tech vs Non- Tech Stocks Index ) 0s 30,00,000 ite os 00 009 — Mea Weight Indoc- Tech Stocks . e000. —_ MEaP WeihtdIndax- Nor Tc
Slide 12: Innovation in Investing
motilal (motilal Mutual Fund rn Innovation in | Investing f ln, “Dy F "a
Slide 13: Areas of Focus while investing in Innovation
motilal (motilal Mutual Fund y Areas of Focus while investing in Innovation \ Benefit from positive disruptions Mitigating innovation driven competitive risks in existing portfolios Benefit from Non linearity - entirely new products/markets Anti-fragility and leveraged insurance for portfolios ray
Slide 14: Case Study #1: Product Innovation By Automotive Ancillary
6 a8 (motilal | [ Case Siuey # 1: Product Innovation By Automotive Ancillary sua Mutual Fund FY2017 ) An automotive ancillary focused on Switches, Lighting and Acoustics Others Seatings 8.3% 0.0% \ = Switches Castings 12% 33.5% Acoustics 18.2% FY2024 ) Diversified portfolio of offerings beyond core
Slide 15: Case Study #2: Product Innovation By A Pharma Company
6 y (motilal | Case Siuey # 2: Product Innovation By A Pharma Company Mutual Fund Investing in complex, innovative and new-age platforms are differentiated Established as a Over several simple generic decades API strengthened its manufacturing position in company generic formulations © Gained signif
Slide 16: Case Study #3: Process Innovation By Major Airline Company
y (motilal | Case slugy # 3: Process Innovation By Major Airline Company Mutual Fund Then ; oe SSSSSS Maintaining lowest cost in Industry to competitively price fares 2010 Fleet — 25 aircrafts Domestic Market 2024 Fleet — 370 Aircrafts Domestic Market Sustained on-time performance Single fleet type
Slide 17: Case Study #4: Process Innovation- Engineering R&D Focused Tech Company
vt : v (motilal | Case Study # 4: Process Innovation- Engineeering R&D Focused Tech Company Mutual Fund The company has further The company, has augmented With an increase in the scale augmented its offerings with its capabilities in the areas of of operations, the company strong capability addition
Slide 18: Case Study #5: Process Innovation
V L ° _ . Fad (motilal | [ Case Study # 5: Process Innovation Ped Mutual Fund \ Various catalysts have been developed in-house The company distinguishes its processes from through R&D, which are used across process conventional processes and optimise use of developments non-toxic raw materials Vi \/
Slide 19: Why Innovation: India is at the cusp of Innovation
jutual Fund Why Innovation India is at the cusp of Innovation ¥ > ? yy @? {eh ?
Slide 20: India is at an inflection point of Innovation
é y (motilal India is at an inflection point of Innovation oswal ae : Pol u Mutual Fund Convenience & faster deliveries. Increasing disposal incomes higher spending. PE funding Startup culture Higher internet penctration and PLI schemes, Make in India, etc. - smart phone usage Source: MOAMC Internal
Slide 21: Global Innovation Index: India's steady progress
v (motilal | Global Innovationn Index: India's steady progress on the path of development Mutual Fund \ Top climbers since 2013 Top climbers since 2019 teat China fal 1th), Tiirkiye (37th), India (39th), Viet 4 = Nam (44th), the Philippines (68rd). Indonesia i Toy : ° (54th), the Islamic Republic of
Slide 22: Global Unicorn Index: India placed Third globally
. [. \ =) Fd (motilal | Siskel Ubi Index : India placed Third globally a) Mutual Fund # Of Unicorns in 2024 Source: Current Affairs., Global Unicorn Index. httos://visionias.in/current-affairs/monthly-magazine/2024-05-21 /economics-(indian-economy)/alobal-unicorn-index-2024 Past performance may or m
Slide 23: Drivers of Innovation in India
motilal rm: ion in Indi 5 OosWal Drivers of Innovation in India EP Mutual Fund \ Robust ecosystem Policy Support : : ‘ Innovative companies are } India is becoming ‘ - Innovation opportunily , _ underrepresented (India doesn’t | self-sufficient across any seclor/theme have a separate index for innov
Slide 24: AIM: Government's Flagship initiative to promote innovation
vt : v (motilal | AIM i Innovate: Government’s Flagship initiative to create & promote innovation Mutual Fund Impact created 10,000 72 3500+ 6200+ Atal Tinkering Labs Atal Incubation Startups Mentors of (ATL) Centres (ATL) Supported Change 1.1 Crore + Students 32000 + Jobs 1000 + Women Lead actively
Slide 25: Motilal Oswal Innovation Opportunities Fund
motilal (motilal Mutual Fund Motilal Oswal Innovation Opportunities Fund
Slide 26: Portfolio Positioning
v L (motilal 1 Portfolio Positioni 3) oswal ‘or oe ‘OSI 1oning = Mutual Fund ryt Market Cap Agnostic Anti Fragile Portfolio e 7 Portfolio with High Investing in % & Active Share Disruption e Companies = t Source: MOAMC Intemal, The above graph is used to explain the concept and is for ilustration pu
Slide 27: Risk Management Framework for Consistency & Sustainability of Performance
ray’ . Y (motilal | Risk Management Framework for Consistency & Sustainability of Performance x Mutual Fund Stock Weightage & Stock Sizing Minimum and maximum exposure limits set Sector Sizing Limits on sector deviations relative to benchmark Diversification Strategy Portfolio size capped up to 35 s
Slide 28: Disciplined investing following QGLP investment process
: v (motilal | Disciplined investing following “QGLP” investment process Mutual Fund ray’ Ensuring Longevity of Growth by investing in sustainable themes identified by the Investment team collectively G L Application of PE,PEG framework and P Expanding the framework through rolling out DCF, implied
Slide 29: Who should Invest?
é y (motilal | Who vias Invest? Mutual Fund Investors looking for a true to label innovation fund Investors looking to participate in India’s innovation growth story Investors looking to diversify their portfolio and willing to allocate in a thematic fund Want specialised exposure to disruptive and
Slide 30: Mentors and Fund Managers
a Mentors and Fund Managers motilal I h oswa Mutual Fund @ Rich Experience: Over 12 years of experience. Prior to joining MOAMC, he was associated with MOSL as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - as Associate Research Analyst - M
Slide 31: Fund Facts
° y Gmotilal » ind Fact oswal meets Mutual Fund Motilal Oswal Innovation Opportunities Fund An open-ended equity scheme following innovation theme Thematic fund Entry: Nil Exit: 1 %-If redeemed within 90 days from the day of allotment. Nil-If redeemed after 90 days from the date of allotment. No Exi
Slide 32: Risks associated with the theme
ry s \ (motilal Risl iated with the th osWwal Sd ed WI e theme Mutual Fund Scheme Specific Risk Factors: The Scheme is subject to the principal risks described below. Some or all of these risks may adversely affect Scheme's NAV, yield, return and/or its ability to meet its objectives. Risk associate
Slide 33: Product Labelling
y Gmotilal, PProduct Labet osWwal ro - abelling Mutual Fund Name of the scheme Motilal Oswal Innovation Opportunities Fund This product is suitable for investors who are seeking* e Capital appreciation over long term Investing predominantly in equity or equity related investments of companies that w
Slide 34: Disclaimer
oswal Disclaimer . v © motilal a8 x ie Mutual Fund 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 disclo
Slide 35: Thank You
motilal ink Equity —_— oswal Tee ie Oswal Mutual Fund Thank You
Motilal Oswal Mutual Fund — Investor Presentation (January 2025) on 6ix