Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth · BSE:TSIFRG
Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth — Tata Multicap Fund — Investor Presentation (January 2023)
30 slides from Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth's investor presentation, January 2023
Slide 1: Multicap Fund
MULTICAP FUND (An open ended equity scheme investing across large cap, mid cap, small cap stocks) (SCHEME CODE TATA/O/E /MCF/22/10/0053) NFO Opens: 16th January 2023 | NFO Closes: 30th January 2023 This product is suitable for investors who are Risk-O-Meter of Scheme Risk-O-Meter seeking*: Nifty 500
Slide 2: Its hard to Imagine...
Its hard to Imagine... Carrying a calculator, A family with just adults? A world with only reds? camera everyday? Looking for masalas in different Going to multiple markets to buy Searching for tools on the go? boxes while cooking? monthly groceries 2
Slide 3: Some things are just better
Some things are just... _better _
Slide 4: Combinations all around us
Combinations all around us A cell phone brings together Each generation adds a new The three base colours combine multiple devices layer to a family to create the world around us A Masala Box makes Supermarkets are one A swiss knife acts as multiple cooking easier stop shops tools in one 4
Slide 5: A Whole is Greater Than the Sum of Its Parts
“ A Whole is Greater Than the Sum of Its Parts ” – Aristotle 5
Slide 6: The Bronze Age: The Big Leap For Humans
The Bronze Age: The Big Leap For Humans 3300 BC to 1200 BC Hardness of Metals (On Mohs Scale of 1 to 10) Softest Hardest 1 1.5 3 10 Tin Copper WHAT IS THE HARDNESS OF A COMBINATION TIN & COPPER? 6
Slide 7: The Bronze Age: The Big Leap For Humans
The Bronze Age: The Big Leap For Humans 3300 BC to 1200 BC Hardness of Metals (On Mohs Scale of 1 to 10) Softest Hardest 1 1.5 3 4.5 6 10 1.5 + 3 Tin Copper Bronze Two soft metals combined to make a metal hard enough to make tools and weapons 7
Slide 8: There are so many possible combinations for investments
Value or Growth? Which Or GARP? Market Cap? Which Top Down? THERE ARE SO MANY Sectors? POSSIBLE COMBINATIONS FOR INVESTMENTS Which Themes? Bottom Up? 8
Slide 9: Winners Don't Always Repeat..
Winners Don't Always Repeat.. CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 CY20 CY21 Best 44% 6% 70% 10% 5% 57% 1% 10% 25% 62% Middle 38% -3% 60% 8% 4% 54% -13% 0% 24% 47% Worst 31% -8% 33% –2% 0% 31% -27% -8% 15% 25% Nifty 100 Nifty Midcap 150 Nifty Smallcap 250 And Neither Do Losers.. Source: NSE 9
Slide 10: If You Picked The Previous Winning Segment Each Year?
If You Picked The Previous Winning Segment Each Year? CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 CY20 CY21 44% 6% 70% 10% 5% 57% 1% 10% 25% 62% 38% -3% 60% 8% 4% 54% -13% 0% 24% 47% 31% -8% 33% –2% 0% 31% -27% -8% 15% 25% Nifty 100 Nifty Midcap 150 Nifty Smallcap 250 Your selection would have been the
Slide 11: If You Picked The Previous Losing Segment Each Year?
If You Picked The Previous Losing Segment Each Year? CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 CY20 CY21 44% 6% 70% 10% 5% 57% 1% 10% 25% 62% 38% -3% 60% 8% 4% 54% -13% 0% 24% 47% 31% -8% 33% –2% 0% 31% -27% -8% 15% 25% Nifty 100 Nifty Midcap 150 Nifty Smallcap 250 Your selection would have been the t
Slide 12: A Whole is Greater Than the Sum of Its Parts
“A Whole is Greater Than the Sum of Its Parts” CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 CY20 CY21 44% 6% 70% 10% 5% 57% 1% 10% 25% 62% 38% 0% 60% 8% 4% 54% –12% 2% 24% 47% 37% -3% 50% 5% 3% 47% -13% 0% 21% 42% 31% -8% 33% -2% 0% 31% -27% -8% 15% 25% Nifty 100 Nifty Midcap 150 Nifty Smallcap 250 Compo
Slide 13: A Combination gives you a smoother path
A Combination gives you a smoother path Value of investment of Rs 100 450 417 400 350 333 362 287 290 300 266 331 250 256 237 200 181 176 183 208 212 220 205 150 157 162 178 150 100 106 161 142 143 100 100 100 129 100 97 50 0 CY12 CY13 CY14 CY15 CY16 CY17 CY18 CY19 CY20 CY21 Best performing worst pe
Slide 14: Why invest in just one? Large, Mid & Small Caps
WHY INVEST IN JUST ONE? Large, Mid & Small Caps 14
Slide 15: Each Market Cap Contains Something Different
Each Market Cap Contains Something Different Description LARGE CAPS MID CAPS SMALL CAPS 1st to 100th 101st to 250th 251st onwards by Market Cap by Market Cap by Market Cap Mature businesses with Emerging companies in High proven track record growth phase Niche businesses Less Volatile compared to Sc
Slide 16: Each Market Cap has Different Characteristics
Each Market Cap has Different Characteristics Key Characteristics Liquidity Sector Exposure Valuation Higher liquidity in a segment can provide stability to the portfolio Sector allocation is varied Value and Growth opportunities while lower liquidity provides alpha across Market Caps are present ac
Slide 17: Each Market Cap Adds Something Different
Each Market Cap Adds Something Different Weight allocation to sectors is different for each market cap NIFTY 100 NIFTY MIDCAP 150 NIFTY SMALLCAP 250 0 25 50 75 100 Automobile and Auto Components Capital Goods Chemicals Construction Construction Materials Consumer Durables Consumer Services Diversifi
Slide 18: Each Market Cap Adds Something Unique
Each Market Cap Adds Something Unique Unique basic industries across Market Caps Nifty 100 Nifty Midcap 150 Nifty Smallcap 250 • Diversified FMCG • Castings & Forgings • Electrodes • Power - Transmission • Other Beverages • Copper • Trading - Minerals • Commercial Vehicles • Sanitary Ware • Coal • E
Slide 19: Each Market Cap has Grown Multifold
Each Market Cap has Grown Multifold Free Float Market Capitalisation of 1st stock in each segment (in Lakh Crores) Mcap of 1st Stock Mcap of 101st Stock Mcap of 250th Stock 2022 47.64 2022 16.79 2022 1,782.38 2021 37.82 2021 11.25 2021 1,315.94 2020 706.04 2020 21.19 2020 5.45 2019 864.12 2019 29.03
Slide 20: Multi Cap
Large Mid Small Multi Cap Cap Cap Cap 20
Slide 21: A Combination helps reduce decisions
A Combination helps reduce decisions Desk to Desktop 1981 NOW 21
Slide 22: Introducing Multicap Fund
INTRODUCING MULTICAP FUND (An open ended equity scheme investing across large cap, mid cap, small cap stocks) 22
Slide 23: Tata Multicap Fund
TATA MULTICAP FUND Multi Multi Sector Cap Style Agnostic Multi GARP Theme COMBINE THE BEST IDEAS ACROSS SEGMENTS 23
Slide 24: Multi-Style Investing
MULTI – STYLE INVESTING FOR AN ALL WEATHER PORTFOLIO Earnings Stability Well rounded investment strategy Combination of investment ideas across earnings cycle Earnings Upgrades Portfolio construct flexible in terms of market cap Each segment plays a role in optimizing risk-return trade-off Earnings
Slide 25: Multi-Style Investing: Earnings Stability
MULTI – STYLE INVESTING EARNINGS STABILITY Earnings Stability Earnings Stability Segment Characteristics Purpose Aim to deliver consistent profits and returns Earnings Upgrades Portfolio Construction Focus on high liquidity stocks Selection Criteria Relatively predictable, sustainable, Low risk busi
Slide 26: Multi-Style Investing: Earnings Upgrade
MULTI – STYLE INVESTING EARNINGS UPGRADE Earnings Stability Earnings Upgrades Segment Characteristics Aim to enhance returns through positive earning surprises and Purpose valuation re-rating Earnings Upgrades Visible corrective actions by the company or in industry structure Selection Criteria Comp
Slide 27: Multi-Style Investing: Earnings Turnaround
MULTI – STYLE INVESTING EARNINGS TURNAROUND Earnings Stability Earnings Turnaround Segment Characteristics Purpose Potentially generate disproportionate returns but at higher risk Cases where companies or sectors have gone through challenges Earnings Upgrades and dislocation leading to depressed ear
Slide 28: Growth at Reasonable Price
Growth at Reasonable Price Value with triggers • At multi-year valuation discount • In early stages of improving outlook DEEP VALUE GROWTH AT ANY PRICE Our Valuation is right, timing Philosophy Typically associated with may or may not be Upgrade cycle Thematic high perceived quality • Upgrade cycle
Slide 29: Fund Details
Fund Details Scheme Name TATA MULTICAP FUND NFO Date 16th January 2023 to 30th January 2023 The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and Investment Objective equity related securities across market capitalization. However, there
Slide 30: Tata Multicap Fund
TATA MULTICAP FUND Fund Benchmark This product is suitable for investors who are seeking*: Risk-o-meter Risk-o-meter • To Generate Long Term Capital Appreciation • An open ended equity scheme investing across large cap, mid cap and small cap stocks *Investors should consult their financial advisors
Tata Multicap Fund — Investor Presentation (January 2023) on 6ix