Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Midcap 30 Fund — Investor Presentation (March 2022)
31 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Mar 31, 2022
Slide 1: Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund 31st March, 2022 Invest in the Leaders of Tomorrow, Today
Slide 2: Industry Categorization of Large Cap, Mid Cap and Small Cap stocks
Industry Categorization of Large Cap, Mid Cap and Small Cap stocks Large Cap Top 100 Companies Mid Cap Funds: Mid Cap At least 65% in mid cap 101st to 250th Companies stocks Small Cap 251st Company and beyond Source: As compiled by AMFI - As on 31st December 2021
Slide 3: Why Mid Caps?
Why Mid Caps? Mid cap segment has outperformed the Large cap and Small cap segment in the long run. 7000 6000 6x 5000 5x 4000 4x 3000 2000 1000 0 Jan-21 Jan-12 Jan-13 Jan-14 Jan-15 Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Jan-22 NIFTY 100 - TRI Nifty Midcap 150 - TRI Nifty Smallcap 250 - TRI Source: Inter
Slide 4: Why Mid Caps? High Growth Prospect
Why Mid Caps? Potential to invest in the leaders of tomorrow: High Growth Prospect. Stable Pricing and Stable Growth and Consolidation Stable Pricing Revenue/Earnings Growth Growth Phase Revenue Growth Earnings Growth From Idea to Business Idea Phase Small Cap Mid Cap Large Cap Source: Internal MOAM
Slide 5: Introducing: Motilal Oswal Midcap Fund
Introducing: Motilal Oswal Midcap 30 Fund A true to label Mid Cap Fund with 73% of Focused on investing in industry leaders, the portfolio comprising of mid cap stocks. positioned to benefit from market consolidation. 77% Small Cap 19% Mid Cap 73% Large 22% Cap 7% Data as on 31st Mar’22 Number 1 Pos
Slide 6: Broad Framework – QGLP Philosophy
Broad Framework – QGLP Philosophy Quality of business x Quality of management Growth in earnings • Stable business, preferably consumer facing • Volume growth • Huge business opportunity • Price growth • Sustainable competitive advantage • Mix change • Competent management team Q G • Operating lever
Slide 7: Additional Framework within the QGLP Philosophy
Additional Framework within the QGLP Philosophy Size of Opportunity Growth of Industry Market Share Gain - Glassdoor scores Focus on Cash flow Read annual reports of - Inhouse checklist statement more than P&L last 3 years in forensic - middle level management and BS way - ex-employees Source: Inter
Slide 8: High Concentrated Portfolio Plays across Themes
High Concentrated Portfolio Plays across 4 Themes 1 2 Favorable Tailwinds Non-Lending Financials Rural Chemicals Auto Ancillaries Insurance 3 4 Structural Shifts Economic Recovery Sectors benefitting from increase in demand in the Pharma Diagnostics IT economy The sectors mentioned above are used to
Slide 9: QGLP Exemplified
QGLP Exemplified Quality FY24E RoE of 20% Growth 26% EPS Growth Expected over FY22-24 Longevity High Price PE: 32x FY24E, PEG 2 Years: 2.0x Data as on 31st March 2022 Source: MOAMC Internal Research
Slide 10: Aligned towards Economic Recovery
Aligned towards Economic Recovery When the economy recovers from a slowdown, mid caps tend to outperform. Economic revival provides strong tailwind to mid and small caps. Economic Recovery – 82% Essentials – 9% Real Estate Auto Proxies, 12% Ancillaries, 11% IT services, 2% Healthcare, 2% Chemicals,
Slide 11: 82% of the Portfolio is Aligned towards Beneficiaries of Economic Recovery
82% of the Portfolio is Aligned towards Beneficiaries of Economic Recovery Phoenix Mills 8% Real Estate Proxies Ancillaries Auto Astral 2% Tube Investments 11% Godrej Properties 1% Auto Real Estate Ancillaries, Proxies, 12% Indian Hotels Co 1% 11% Clean Science 3% Chemicals Chemicals, Navin Flourine
Slide 12: 9% of the Portfolio is Aligned towards Essentials
9% of the Portfolio is Aligned towards Essentials Persistent 2% IT IT, 2% Healthcare, Insurance, 5% 2% Insurance Healthcare Max Financial 5% Services Limited Max Healthcare 2% Data as on March 31, 2022 The Stocks / Sectors mentioned above are used to explain the concept and is for illustration purpo
Slide 13: High Conviction Portfolio
High Conviction Portfolio Holding just 23 stocks which is a rarity in the mid cap space. At the same time we are diversified across sectors. Sector Allocation Top 10 Equity Holdings Consumer Durables 12.7% Script Weightage (%) Auto Ancillaries 10.9% Tube Investments of India Limited 10.9% Constructi
Slide 14: Scheme Performance
Scheme Performance 1 Year 3 years 5 Years Since Inception Point to Point Returns (%) CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 Motilal Oswal Midcap 30 Fund (F30) 38.2 13,822 20.9 17,693 13.1 18,523 20.4 44,901 Nifty Midcap 150 TRI (BM) 25.0 12,505 20.7 17,622 15.3 2
Slide 15: Annexure
Annexure
Slide 16: High Concentrated Portfolio Plays across Themes
High Concentrated Portfolio Plays across 4 Themes 1 2 Favorable Tailwinds Non-Lending Financials Rural Chemicals Auto Ancillaries Insurance 3 4 Structural Shifts Economic Recovery Sectors benefitting from increase in demand in the Pharma Diagnostics economy The sectors mentioned above are used to ex
Slide 17: Favourable Tailwinds
1 Favourable Tailwinds Rural Chemicals Auto Ancillaries • Agricultural sector experienced • Will benefit from the Bull whip zero disruptions during COVID effect where a small change leads period. • Recent Geo-political environment is to significant change in the supply leading to shift in manufactur
Slide 18: Non-Lending Financials – An Unpenetrated Market
2 Non-Lending Financials – An Unpenetrated Market Little to no risk on the Capital efficient Multi-decadal growth Deeply moated brands asset side businesses opportunity • Barriers to entry: Brand • A capital efficient business • Long growth runway: With • Within BFSI; we believe and distribution pla
Slide 19: Importance of Trust
2 Non-Lending Financials – An Unpenetrated Market Demand Economic Designation A long runway for growth Companies can charge for moats Low coverage provides a large opportunity for life insurers How much premium can you charge? Protection Gap Insurance 92% 88% 78% Equity 73% 73% 70% Investing Importa
Slide 20: Structural Shifts
3 Structural Shifts Pharmaceuticals Diagnostics IT • Work from home (WFH) is the new normal and with some IT Majors • Awareness about healthcare has offering WFH on a permanent basis; • Share of chronic diseases in India increased; demand. Regular, this trend is here to stay. has risen significantly
Slide 21: High Quality Economic Recovery
4 High Quality Economic Recovery Distinctive and durable market leaders likely to benefit despite short term headwinds India’s growth potential Economic environment to Look beyond the short Focus on market leaders remains intact accelerate consolidation term • Template for multi- baggers; vision to
Slide 22: Fund Managers
Fund Managers For Equity Component: Mr. Niket Shah: • Rich Experience: Niket has 10 years of overall experience. Prior to joining MOAMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst
Slide 23: Mid Cap stocks are volatile in near term…
Mid Cap stocks are volatile in near term… …but can provide great opportunities for upside One may earn higher returns with mid cap stocks by: • Being patient • Never exiting looking at rear-view performance • Increasing allocation at extremes if possible THINK EQUITY 23 THINK MOTILAL OSWAL
Slide 24: Fund Facts
Fund Facts Type of the Scheme An open ended equity scheme investing in mid cap stocks. Category of the Scheme Midcap Fund The investment objective is to provide medium to long-term capital appreciation by investing in maximum 30 quality Investment Objective Midcap companies having long-term competit
Slide 25: 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 26: Product Labelling
Product Labelling THINK EQUITY 26 THINK MOTILAL OSWAL
Slide 27: Performance of other schemes managed by Abhiroop Mukherjee
Motilal Oswal Mutual Funds Performance of other schemes managed by Abhiroop Mukherjee Name of Fund Manager: Abhiroop Mukherjee 1 year 3 year 5 year Since Inception Period Inception Date Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Re
Slide 28: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Midcap 30 Fund Motilal Oswal S&P 500 Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 29: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Large & MidCap Fund Motilal Oswal Ultra Short Term Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 30: BUY RIGHT SIT TIGHT
BUY RIGHT SIT TIGHT Motilal Oswal Dynamic Fund Motilal Oswal Flexi Cap Fund THINK EQUITY THINK MOTILAL OSWAL
Slide 31: Thank you
Thank you
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