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 Asset Management Company — Investor Presentation (May 2023)
30 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, May 2023
Slide 1: Buy Right, Sit Tight - Thought Leaders in Equity
- BUY RIGHT | SIT TIGHT THOUGHT LEADERS IN EQUITY Focused, Process Driven, Ideas Powerhouse EQUITY. MOTILAL OSWAL.
Slide 2: Veritable Ecosystem in Financial Services
Veritable Ecosystem in Financial Services
Slide 3: Disciplined Investing following Q-G-L-P Investment Process
Disciplined Investing following “Q-G-L-P” Investment Process
Slide 4: Risk Management Framework for Consistency & Sustainability of Performance
Risk Management Framework for Consistency & Sustainability of Performance
Slide 5: Motilal Oswal Group – Thought – Philosophy - Action
Motilal Oswal Group – Thought – Philosophy - Action
Slide 6: 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 7: India Growth Story – The Big Leap
India Growth Story – The Big Leap 6th USD tn India’s GDP* trend in USD Tn 2 years 5th USD tn 9.1% 3 years 6.1 4th USD tn 8.7% 3 years 5.2 3rd USD tn 9.1% 7 years 4.0 2nd USD tn 6.1% Addition of each trillion 1st USD tn 7 years 3.1 58 years^ 7.7% will provide opportunity 7.4%^^ 2.0 for Midcap & Small
Slide 8: Mid cap segment has outperformed Large cap and Small cap in 10 years
Mid cap segment has outperformed the Large cap and Small cap segment in 10 year period 7000 6000 6.3x 5000 4.8x 4000 4.2x 3000 2000 1000 0 Dec-17 Dec-18 Dec-19 Dec-20 Dec-21 Dec-22 Jan-13 Jan-12 Apr-12 Jul-12 Apr-13 Jul-13 Jan-14 Apr-14 Jul-14 Jan-15 Apr-15 Jul-15 Jan-16 Apr-16 Jul-16 Jan-17 Apr-17
Slide 9: Unique Industries which can be Captured via Midcap Fund
Unique Industries which can be Captured via Midcap Fund Agricultural, Commercial & Capital Market Entertainment Financial Technology (Fintech) Construction Vehicle E.g. – Ashok Leyland, Escorts Kubota E.g. – BSE, CDSL, ICICI E.g. – Nazara E.g. – One97 Communication, PB Securities, Kfin Technologies,
Slide 10: Why Midcaps
Why Midcaps : Small Caps Mid Caps Large Caps Ideation Phase Expansion Phase Mature Phase • Stable growth & stable • Emerging Companies • Wealth Creation Stage Pricing. • No Track Record • Significant Growth Potential • Established business model. • Higher Risk • Established Track Record • Lower Risk
Slide 11: 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 12: Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund (Formerly known as Motilal Oswal Midcap 30 Fund)
Slide 13: Market Cap Breakdown: Mix of Stability and Growth
Market Cap Breakdown: Mix of Stability and Growth Midcap Category Requirement Current Portfolio Mix 91.0% 81.0% Large Cap Top 100 Companies Midcap Min. 65% 101st to 250th Allocation Company 10.0% 10.0% Small Cap 7.0% 2.0% 251st and Beyond Large Cap Mid Cap Small Cap Fund Nifty Midcap 150 Source: AMF
Slide 14: Motilal Oswal Midcap Fund Sector Allocation
Motilal Oswal Midcap Fund Healthcare Healthcare, 5% Consumer Services Finance, 4% Consumer Realty, 4% Global Health Limited The Indian Hotels Company Limited Durables, 7% IPCA Laboratories Limited Vedant Fashions Limited Zomato Limited Max Healthcare Institute Limited Insurance, 4% Chemicals, 10% Re
Slide 15: Market Cap Strategy: Minimum 65% in Mid Cap & 35% in Large & Small Cap
Market Cap Strategy: Minimum 65% in Mid Cap & 35% in Large & Small Cap LHS RHS MCAP 100 CASH 90 10.3 10.1 16.8 8.8 18.0 14.0 10.0 7.6 7.8 80 17.9 8.2 9.1 70 60 50 68.5 71.9 67.1 61.8 71.0 78.5 73.0 64.7 64.2 72.3 40 65.2 65.5 30 20 10 15.2 11.0 13.3 7.7 8.3 10.7 10.7 7.8 8.8 4.9 6.3 6.1 0 May-22 Jun
Slide 16: Portfolio Overview
Portfolio Overview As on 28th April 2023 Market Cap Mix Top 10 Stocks Top 10 Sectors 91% 81% Tube Investments of India… IT - Software 16.5% 10.0% Persistent Systems Limited 6.5% Auto Components 12.9% 10% 7% 10% Chemicals & Petrochemicals 2% KPIT Technologies Limited 6.3% 10.0% Large Cap Mid Cap Smal
Slide 17: Portfolio Changes: 3 month entry/exit
Portfolio Changes: 3 month entry/exit BEML AU SMALL FINANCE BANK Balkrishna Industries Aditya Birla Fashion & Retail Ambuja Cements Coforge Clean Science and Technology Dixon Technologies (India) DCX Systems Globus Spirits Fusion Micro Finance I C I C I Bank Godrej Properties IDFC First Bank Gujarat
Slide 18: 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 Fund (Formerly known as Motilal Oswal 10.7 11,072 35.7 24,941 14.3 19,536 19.5 51,427 Midcap 30 Fund) Nifty Midcap 150
Slide 19: Key Takeaways
Key Takeaways 1 Growth oriented equity style with bottom up stock selection. 2 Agile Portfolio Management. 3 High conviction portfolio in the Midcap Category. 4 Fund has 9 year of track record with Multiple cycle experience. 5 Top performer from last two quartile.
Slide 20: Introducing FAB Plan
MOTILAL OSWAL Introducing FAB PLAN Motilal Oswal Fixed Amount Benefit Plan
Slide 21: 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 EQUITY. THIN MOTILAL OSWAL. is rue:
Slide 22: 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 23: Motilal Oswal Midcap Fund FAB illustration
Motilal Oswal 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 2015 1,00,00,000 16,47,975 - - - 1,16,47,975 2016 1,16,47,975 6,03,729 1,47,030 6,52,970 8,00,000 1,14,51,705 4,703 2017 1,14,51,705
Slide 24: Nifty 500 TRI FAB illustration
Nifty 500 TRI Investment / Withdrawals (C) Returns Closing Balance Tax on Year Opening Balance (B) (A+B-C) Withdrawals (A) Out of Capital From Gains Total 2014 1,00,00,000 44,23,562 - - - 1,44,23,562 2015 1,44,23,562 8,50,523 2,76,237 5,23,763 8,00,000 1,44,74,085 17,624 2016 1,44,74,085 4,10,037 2,
Slide 25: Now that's a FAB Plan
Now that’s a FAB Plan Tax efficient returns (Pp 7 Legacy planning for family Fixed withdrawals, independent of market movements Aims to provide enhanced investment experience relative to traditional instruments fi Great tool for expense and lifestyle management Suitable for several goals including r
Slide 26: 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. • He has worked with Edelweiss Securities, Religare Capital Market as Resear
Slide 27: 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 of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap Investment Objective companies having long-term competitive ad
Slide 28: Product Labelling
Product Labelling For details of other schemes managed by the fund managers, kindly refer to the one pager: https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/dbf9a-motilal-oswal-midcap- fund-product-note-31st-march-2023.pdf
Slide 29: 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 30: Thank you
Thank you
Motilal Oswal Asset Management Company — Investor Presentation (May 2023) on 6ix