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 (February 2025)
16 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Feb 24, 2025
Slide 1: Lead with Momentum that Adapts
Think Equity Think Motilal Oswal Mutual Fund Lead with Momentum that Adapts Introducing Motilal Oswal Active Momentum Fund Adaptive Agile Alpha Monthly Portfolio Rebalancing Portfolio of Momentum stocks Aims to Outperform its Benchmark NFO Opens: 24th Feb 2025 Closes: 10th Mar 2025
Slide 2: Understanding Momentum Investing
Understanding Momentum Investing Mutual Fund Momentum Effect: Past Winners Keep Winning What is it Momentum investing refers to the strategy of Stock A Stock B investing in stocks that have shown strong past Present Time performance, with the expectation that they may continue to perform well in the
Slide 3: How Does Momentum Work?
How Does Momentum Work? Mutual Fund Market Persistence Human Biases Feedback Loop Trends persists as investors gradually Human biases, such as herd behavior, can Rising prices attracts inflows and further act on information, potentially influencing influence investors to follow trends, which reinfor
Slide 4: Momentum – Academic Research
Momentum – Academic Research Mutual Fund Stock Price Pendulum Investors generally over-react Majority of the investors or under-react to information exhibit irrational behavior Over Under Valued Valued Overvalued Undervalued Positive Momentum Positive Momentum Undervalued Overvalued Negative Momentu
Slide 5: Benefits of Momentum factor
Benefits of Momentum factor Mutual Fund Offers exposure to stocks that in highest momentum across Large, Mid and Small Cap. Dynamically adjusting across market caps to capture highest trending stock opportunities. Largecap Midcap Smallcap Disclaimer: This chart is used to explain the concept and is
Slide 6: Momentum adapts quickly to market trends
Momentum adapts quickly to market trends Mutual Fund Nifty 500 Momentum 50 Index can catch market trends early with dynamic sector rotation because of momentum methodology Healthcare Commodities Industrials Energy Financial Services Consumer Discretionary Fast Moving Consumer Goods Telecommunication
Slide 7: Outperformance of Momentum Index vs Market-Cap Index
Outperformance of Momentum Index vs Market-Cap Index Mutual Fund Value of ₹1,00,000 invested on 1st April, 2005 Motilal Oswal 15X (14.5%) CAGR 60X (22.9%) CAGR Active Momentum Aims to beat 14,54,040 59,94,700 Nifty 500 Momentum 50 Benchmark and Index Nifty 50 Nifty 500 Momentum 50 Since April 2005,
Slide 8: Calendar Year Returns of Momentum Index
Calendar Year Returns of Momentum Index Mutual Fund “Nifty 500 Momentum 50” has outperformed “Nifty 50” in 13 out of last 19 years Calendar Year Returns Nifty500 Momentum 50 TRI Nifty 50 TR Index 128.9% 78.9% 77.6% 69.5% 70.3% 60.3% 61.3% 56.8% 47.71% 51.6% 41.9% 27.20% 32.9% 30.3% 29.4% 25.6% 21.0%
Slide 9: Risk and Return of two popular Momentum Indices
Risk and Return of two popular Momentum Indices Mutual Fund Data Label Nifty200 Momentum Nifty 500 Momentum Nifty 50 TRI 30 TRI 50 TRI 1 year 2.9% -0.6% 9.6% 3 year 15.2% 16.9% 12.0% Annualized Returns 5 year 21.3% 26.0% 15.8% 10 year 17.8% 18.6% 11.7% 15 year 19.2% 21.1% 12.4% 1 year 22.9% 26.3% 13
Slide 10: Motilal Oswal Active Momentum Model – Our Process
Motilal Oswal Active Momentum Model – Our Process Mutual Fund Motilal Oswal Active Momentum Model seeks to add alpha over Momentum Index and Market Benchmark (NSE 500) by deploying a proprietary Momentum Scoring: Portfolio momentum strategy based on the interpretation of our famous QGLP constructed
Slide 11: Disciplined investing following QGLP investment process
Disciplined investing following “QGLP” investment process Mutual Fund Ensuring Longevity of Growth by investing in sustainable themes identified by the Investment team collectively G L LON TH GE OW VI R G TY Application of PE,PEG framework and QUALITY Q P PRICE Minimum threshold set for ROCE/ROE Exp
Slide 12: Motilal Oswal Active Momentum – Methodology
Motilal Oswal Active Momentum – Methodology Mutual Fund Investment Universe The starting investment universe includes the Top 500 stocks by market cap. Scoring Criteria Momentum is computed across multiple timeframes as part of the investment Screening Criteria strategy. Select stocks with high mome
Slide 13: Fund Facts
Fund Facts Mutual Fund Name of Scheme Motilal Oswal Active Momentum Fund Type An open-ended equity scheme following momentum factor theme Category of Scheme Thematic fund Entry/ Exit Load Exit: 1%-If redeemed within 3 months from the day of allotment. Nil-If redeemed after 3 months from the date of
Slide 14: Product Labelling
Product Labelling Mutual Fund Name of the scheme: Motilal Oswal Active Momentum Fund (An open-ended equity scheme Risk-o-meter of Benchmark following momentum factor theme) Risk-o-meter of Scheme (Tier I) (Nifty 500 Total Return Index) This product is suitable for investors who are seeking* Moderate
Slide 15: Disclaimer
Disclaimer Mutual Fund Benchmark NIFTY 500 Index disclaimer: The “Product” offered by “the issuer” is not sponsored, endorsed, sold or promoted by NSE Indices Limited (formerly known as India Index Services & Products Limited (IISL)). NSE Indices Limited does not make any representation or warranty,
Slide 16: Thank You
Think Equity Think Motilal Oswal Mutual Fund Thank You
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