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Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth — Tata Nifty Midcap 150 Momentum 50 Index Fund — Investor Presentation (October 2022)
19 slides from Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth's investor presentation, October 2022
Slide 1: Tata Nifty Midcap 150 Momentum 50 Index Fund
TATA NIFTY MIDCAP 150 MOMENTUM 50 INDEX FUND (An open-ended scheme replicating/tracking NIFTY Midcap 150 Momentum 50 Index) Scheme Code: TATA/O/O/EIN/22/09/0052 NFO Opens: 4th October 2022 NFO Closes: 17th October 2022 Benchmark: Nifty Midcap 150 Risk O Meter of the scheme Momentum 50 Index Risk O M
Slide 2: Typical Growth Stages of a Company
TYPICAL GROWTH STAGES OF A COMPANY Mid Caps – Capturing Companies in High Growth Phase Idea Phase Survival High Growth Consistent Stability High Revenue/Earnings Sweet Spot Low Small Large Market Cap Theoretical representation of the general trend of a company’s growth. Actual scenario may differ ac
Slide 3: Portfolio Diversification Through Mid Caps
PORTFOLIO DIVERSIFICATION THROUGH MID CAPS Across Mutual Funds available for investment, exposure to Mid & Small Caps is limited compared to Large Caps Fund Category Large Cap Small Cap Non Equity AUM (Rs Crs) Mid Cap Exposure (excl Arbitrage Funds & Passive Funds) Exposure Exposure Exposure Equity
Slide 4: Mid Cap Is Getting Bigger
MID CAP IS GETTING BIGGER Growth of Mid Caps over the last decade Market Cap of 101st to 250th Stock (Rs. Crores) 70000 47,637 101st Stock 60000 37,824 Market Capitalisation (Rs Cr) 50000 40000 28,746 29,031 24,083 30000 21,189 19,063 17,485 20000 10,548 11,405 10,281 16,923 250th Stock 10000 11,397
Slide 5: Industry Leaders Found in Mid Cap Segment
INDUSTRY LEADERS FOUND IN MID CAP SEGMENT Air Conditioner Commodity Chemicals Explosives Garments & Apparels Household Appliances AMC Healthcare Research, Dairy Products Fertilizers IT Enabled Services Analytics & Technology Cables Diesel Engines Footwear Healthcare Service Restaurants Provider Exch
Slide 6: Themes Represented by Mid Cap Segment
THEMES REPRESENTED BY MID CAP SEGMENT Production Linked Incentive (PLI) China plus one segments taken as Nifty 100, Nifty Midcap 150 and Nifty Small cap 250 Market Cap & Sectors of Stocks As per AMFI Classification ⚫ Universe for Premiumisation Capital Expenditure Chemicals Realty Capital Goods Text
Slide 7: Mid Caps – Breeding Ground for Multi Baggers
Return Bracket (Absolute Returns) FY17 to FY22 FY12 to FY22 Above 10x 5 31 6x to 10x 9 11 1x to 5x 42 40 MID CAPS – 51% to 100% 19 8 BREEDING GROUND 26% to 50% 9 5 0% to 25% 12 5 FOR MULTI BAGGERS -25% to 0% 11 2 -26% to -50% 11 1 -51% to -100% 7 10 Total* 125 113 5 & 10 Year Returns - FY22. ⚫ Data
Slide 8: Yet, Requires Some Filteration
Return Bracket (Absolute Returns) FY17 to FY22 FY12 to FY22 Above 10x 5 31 6x to 10x 9 11 1x to 5x 42 40 51% to 100% 19 8 YET, REQUIRES 26% to 50% 9 5 SOME FILTERATION 0% to 25% 12 5 -25% to 0% 11 2 -26% to -50% 11 1 -51% to -100% 7 10 Total* 125 113 5 & 10 Year Returns - FY22. ⚫ Data Source – Capit
Slide 9: Momentum of a body is equal to the product of its velocity and mass
“Momentum of a body is equal to the product of its velocity and mass” Price Movement of a stock depends on the rate/direction of change and number of investors 9
Slide 10: Momentum Investing
MOMENTUM INVESTING Trends gather pace and solidify over time 10
Slide 11: Momentum Investing: What, How, Why
MOMENTUM INVESTING WHAT? HOW? WHY? Momentum is a rule- • Purchase stocks that Both upward and based investing system have performed downward movement that buys and sells relatively well in the gradually gathers pace based upon past defined period* as more and more returns • Avoid stocks that people
Slide 12: Nifty Midcap150 Momentum 50
NIFTY MIDCAP150 MOMENTUM 50 Nifty 150 Momentum 50 Index aims to track the performance of the top 50 companies with high momentum within the Nifty Midcap 150 Index Universe Eligibility Selection parameter Selection criteria Minimum listing Momentum (6-month Top 50 based on Nifty Midcap 150 momentum a
Slide 13: How Does the Index Work?
HOW DOES THE INDEX WORK? Stocks categorized as Mid Caps as per AMFI definition (Market Cap Rank 101st to 250th) Nifty Midcap 150 Basis price return and its standard deviation (6 Months & 12 Months) Calculation of Momentum Score Stocks selected based on Momentum Score Selection of top 50 stocks Free
Slide 14: Momentum Investing – Performance
MOMENTUM INVESTING – PERFORMANCE Combining Midcap Segment & Momentum Factors has helped the index generate returns superior to Broad Market Indices and Mid Cap Index Momentum vs Broad Market Indices 45000 40000 35000 30000 25000 20000 15000 10000 5000 0 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 F
Slide 15: Momentum Investing – Performance
MOMENTUM INVESTING – PERFORMANCE Combining Midcap Segment & Momentum Factors has helped the index generate returns superior to Broad Market Indices and Mid Cap Index Annualised returns as on August 31, 2022 Nifty Midcap 150 Nifty Midcap 150 Period Nifty 100 TRI Nifty 200 TRI Nifty 50 TRI Nifty 500 T
Slide 16: Nifty Midcap 150 Momentum 50 – Sector Exposure
NIFTY MIDCAP 150 MOMENTUM 50 – SECTOR EXPOSURE Sector Midcap 150 Momentum 50 Capital Goods 24.28 Consumer Services 13.64 Chemicals 11.92 Information Technology 10.10 Power 8.96 Realty 5.91 Textiles 5.38 Automobile and Auto Components 5.37 Financial Services 4.65 Healthcare 4.15 Consumer Durables 2.4
Slide 17: Details
DETAILS Scheme Name TATA NIFTY MIDCAP 150 MOMENTUM 50 INDEX FUND NFO Opens: 4th October 2022 NFO Date NFO Closes: 17th October 2022 The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subje
Slide 18: NSE Disclaimer
NSE DISCLAIMER The Scheme 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, express or implied, to the owners of the Scheme or any member of the p
Slide 19: Thank You
THANK YOU Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The views given in this presentation are in no way trying to predict the markets or to time them. The views expressed are for information purpose only and do not construe to be any investment,
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