Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Nasdaq Q 50 ETF — Investor Presentation (September 2022)
59 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Sep 30, 2022
Slide 1: Motilal Oswal Nasdaq Q 50 ETF
Motilal Oswal Nasdaq Q 50 ETF (An open ended scheme replicating/tracking Nasdaq Q-50 Index) Invest in Next Generation of Innovators 30th September 2022
Slide 2: Overview of Nasdaq Q-50 Index
Overview of Nasdaq Q-50 Index For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires 2 the written approval of Motilal Oswal Asset Management Company.
Slide 3: Second Home for Innovation
Second Home for Innovation Nasdaq Q-50 offers exposure into additional disruptive companies beyond the established, mega cap and large cap leaders in the Nasdaq-100 Nasdaq Q-50 Index The Next Generation of Innovators Alnylam Expedia BioNTech Enphase Pharma Group MongoDB Sanofi Zebra Tech Source/Disc
Slide 4: Leaders in Disruptive Technologies
Leaders in Disruptive Technologies (total index weight) Cloud Innovative Online Computing Healthcare Marketplace (3.1%) (17.7%) (4.9%) Solar Energy Semiconductors Fintech (5.9%) (8.3%) (3%) Source: Nasdaq, MOAMC Research; Data as on 30-Sep-22; The Stocks mentioned above are used to explain the conce
Slide 5: Significant Patent Filings in Disruptive Technologies
Significant Patent Filings in Disruptive Technologies Patent activity by Nasdaq Q-50 companies in Disruptive Tech 10 9 No of companies active 8 Patents filed in 21 out of 35 Disruptive technologies 7 themes by Nasdaq Q-50 companies over last 12 months. 5 4 4 3 3 3 3 2 2 2 2 2 1 1 1 1 1 • Most active
Slide 6: Ever increasing focus on R&D
Ever increasing focus on R&D R&D Expense as % of Revenue Nasdaq Q-50 S&P MidCap 400 S&P MidCap 400 Growth Russel Midcap Growth 8.9 6.7 6.0 5.8 5.3 4.7 4.4 4.5 3.7 3.5 3.5 3.2 3.2 2.8 2.9 2.9 2.9 2.9 2.6 2.7 2.6 2.6 2.4 2.2 2.1 2.1 2.2 2.0 1.6 1.6 1.7 1.6 1.6 1.6 1.6 1.5 2012 2013 2014 2015 2016 2017
Slide 7: The Incubator for Nasdaq-100
The Incubator for Nasdaq-100 Graduates from Nasdaq Q-50 to Nasdaq-100 14 Annual number of graduates 12 13 10 11 10 8 9 9 9 8 6 7 7 6 6 6 6 6 4 2 3 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 • Since inception, 116^ stocks of Q-50 have graduated to Nasdaq-100 • On an
Slide 8: High correlation within Indian equities
High correlation within Indian equities Indian equities are highly correlated to each other Calendar Year Returns 140% Correlation of Nifty 50 120% Index: 100% Nifty Midcap 150 = 85.0% Nifty Smallcap 250 = 78.3% 80% 60% Nifty 50 TR Index 40% Nifty Midcap 150 TR Index 20% Nifty Smallcap 250 TR Index
Slide 9: Low correlation to Indian equities
Low correlation to Indian equities Nasdaq Q-50 exhibits lower correlation to Indian equities Calendar Year Returns 100% Correlation of ^Nasdaq Q- 50 Index: 80% Nifty 500 = 26.9% 60% 40% Nifty 500 TR Index 20% ^Nasdaq Q-50 TR Index (INR) 0% -20% -40% Source/Disclaimer: Niftyindices, Nasdaq. Exchange
Slide 10: Deep-dive into Nasdaq Q-50 Index
Deep-dive into Nasdaq Q-50 Index
Slide 11: About underlying index
About underlying index Nasdaq Q50 Index objective: The Nasdaq Q-50 Index is designed to measure the performance of 50 of the largest Nasdaq-listed nonfinancial companies after the Nasdaq-100 Index Index Methodology Snapshot: Eligible Universe Nasdaq listed non-financial companies Stock Selection 50
Slide 12: Brands making a mark
Brands making a mark Source: Nasdaq; Data as of 30-Sep-22; The Stocks mentioned above are used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. It should not be construed as investment advice to any party. Th
Slide 13: Index Composition
Index Composition Top 10 Constituents GICS Sector Coverage (%) Information Technology 37.6% Constituent Name Weight Sector (GICS) Health Care 22.1% Enphase Energy, Inc. 4.3% Information Technology Consumer Discretionary 11.6% Rivian Auto Cl A Cm 3.5% Consumer Discretionary 3.3% Communication Service
Slide 14: Performance comparison
Performance comparison For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires 14 the written approval of Motilal Oswal Asset Management Company.
Slide 15: Historical Performance
Historical Performance Nasdaq Q-50 TRI in INR has outperformed Nifty 500 TRI and S&P MidCap 400 TRI (INR) since its inception, especially during the last 10 years Nifty 500 TR Index ^Nasdaq Q-50 TR Index (INR) ^S&P MidCap 400 TR Index (INR) 1600 1400 1200 1000 800 600 400 200 0 Data Source: niftyind
Slide 16: Historical Performance
Historical Performance • Nasdaq Q-50 TRI (INR) has outperformed S&P MidCap 400 TRI (INR) since its inception. • Nasdaq Q-50 Index outperformed Nifty 500 TR Index till 2018. Post that, Nifty 500 Index has given marginally better returns. Nifty 500 TR Index ^Nasdaq Q-50 TR Index (INR) ^S&P MidCap 400
Slide 17: Risk Return Profile (INR)
Risk Return Profile (INR) Since Data Label 1 year 3 year 5 year 10 year inception (Apr-08) Nifty 500 TR Index (INR) -0.22% 17.97% 12.81% 13.96% 11.26% ^Nasdaq Q-50 TR Index (INR) CAGR -22.79% 12.25% 11.97% 16.91% 16.91% ^S&P MidCap 400 TR Index (INR) -6.70% 11.34% 10.61% 14.89% 14.29% Nifty 500 TR I
Slide 18: Index SIP Returns
Index SIP Returns: ^Nasdaq Q-50 TRI 1 Year 3 Year 5 Year 7 year 10 Year (INR) Returns -26.4% -3.0% 6.4% 10.2% 12.6% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Market Value 1,02,178 3,43,692 7,04,673 12,09,303 23,15,441 Data as of close of September 30, 2022. For SIP returns, month
Slide 19: 3 year rolling return
3 year rolling return 3 Year ^NASDAQ Q-50 TR ^S&P MidCap 400 TR Nifty 500 TR Index Rolling Returns Index (INR) Index (INR) Average 12.3% 22.8% 17.7% Median 13.0% 22.3% 16.2% Min -5.5% 4.3% -6.0% Max 30.9% 45.5% 37.7% Returns Range % of Total Observation Negative 4.1% 0.0% 0.4% 0% to 10% 29.2% 3.4% 8
Slide 20: 5 year rolling return
5 year rolling return 5 Year ^NASDAQ Q-50 TR ^S&P MidCap 400 TR Nifty 500 TR Index Rolling Returns Index (INR) Index (INR) Average 12.8% 22.5% 17.9% Median 13.4% 22.6% 17.9% Min -1.6% 7.7% 1.0% Max 22.9% 40.2% 33.3% Returns Range % of Total Observation Negative 0.2% 0.0% 0.0% 0% to 10% 26.0% 0.7% 5.
Slide 21: Indices: Drawdown Analysis
Indices: Drawdown Analysis Drawdown Nifty 500 TR Index ^Nasdaq Q-50 TR Index (INR) 0% -10% -20% -30% -40% -50% -60% Nifty 500 TRI ^Nasdaq Q-50 TRI (INR) Maximum Drawdown During Financial Crisis -53.4% -45.0% Drawdown Date 27-Oct-08 20-Nov-08 Data Source: Niftyindices, Nasdaq. Exchange rate- RBI, Blo
Slide 22: Dollar Hedge
Dollar Hedge ^Nasdaq Q-50 TR Index (INR) NASDAQ Q-50 TR Index (USD) 1500 Nasdaq Q-50 in INR grew 11.0x Nasdaq Q-50 in USD grew 5.9x 1000 500 0 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 YTD Nasdaq Q-50 TR Index (USD) 29.4% 47.5% 1.8% 9.5% 5.9% 33.6% -10.6% 33.6% 48.7% 8.1% -33.2% ^Nasdaq Q-50
Slide 23: Know your Nasdaq Q-50 Companies
Know your Nasdaq Q-50 Companies For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires 23 the written approval of Motilal Oswal Asset Management Company.
Slide 24: Expedia
Expedia Total Mkt Cap = $14.25 Bn Weight in Index = 1.68% An online travel company in the United States and internationally. • According to Expedia's latest financial reports the company's revenue is $8.6 B. • Expedia’s subsidiaries consist of travel fare aggregator websites, such as: CarRentals.com
Slide 25: Take Two Interactive
Take Two Interactive Total Mkt Cap = $18.2 Bn Weight in Index = 2.1% A leading video game company. • According to Take Two Interactive’s latest financial reports the company's revenue is $3.50 B. • Grand Theft Auto, Max Payne, Midnight Club, Red Dead Redemption are some of the popular franchises of
Slide 26: NetApp
NetApp Total Mkt Cap = $13.45 Bn Weight in Index = 1.59% Provides cloud data storage and management. • NetApp helps organizations build and manage their own cloud data storage systems. • Recognized as a leader in Primary Storage* by Gartner1. • 3rd largest player in the global storage system market2
Slide 27: Motilal Oswal Nasdaq Q 50 ETF
Motilal Oswal Nasdaq Q 50 ETF (An open ended scheme replicating/tracking Nasdaq Q-50 Index) For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires 27 the written approval of Motilal Oswal Asset Management Company.
Slide 28: Motilal Oswal Nasdaq Q 50 ETF
Motilal Oswal Nasdaq Q 50 ETF Type of Scheme Investment Objective An open ended scheme replicating/tracking The scheme seeks investment return that Nasdaq Q-50 TR Index corresponds with (before fees and expenses) generally to the performance of the Nasdaq Q-50 Index subject to tracking Minimum Appli
Slide 29: Why should you invest in Motilal Oswal Nasdaq Q 50 ETF?
Why should you invest in Motilal Oswal Nasdaq Q 50 ETF? Exposure to Low correlation Exposure to next- emerging with Indian generation of disruptive equities innovators companies Benefit from INR Lower stock-level depreciation concentration For Financial Professionals. Proprietary Content. Permission
Slide 30: Product Suitability
Product Suitability This product is suitable for investors who are seeking* Scheme riskometer Benchmark riskometer Motilal Oswal Nasdaq Q 50 ETF Return that corresponds to the performance of the Nasdaq Q-50 Index, subject to tracking error and forex movement. Long tern capital growth. *Investors
Slide 31: Annexure: Comparison between Nasdaq-100 and Nasdaq Q-50 indices
Annexure: Comparison between Nasdaq-100 and Nasdaq Q-50 indices For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires 31 the written approval of Motilal Oswal Asset Management Company.
Slide 32: Comparison: Index Methodology
Comparison: Index Methodology The Nasdaq Q-50 Index is designed to measure the performance of 50 of the largest Nasdaq-listed nonfinancial companies outside of the Nasdaq-100 Index Nasdaq-100 Index Nasdaq Q-50 Index Eligible Nasdaq listed non-financial companies Nasdaq listed non-financial companies
Slide 33: Comparison: Top 10 stocks
Comparison: Top 10 stocks The top 10 stocks account for just ~32% in Nasdaq Q-50 Index vs ~52% in Nasdaq-100 Index Rank Nasdaq-100 Index Nasdaq Q-50 Index 1 Apple Inc. (13.3%) Enphase Energy, Inc. (4.3%) 2 Microsoft Corp (10.4%) Rivian Auto Cl A Cm (3.5%) 3 Amazon.Com Inc (6.9%) Wrnr Brs Ds Cm Wi (3
Slide 34: Comparison: Sector Exposure
Comparison: Sector Exposure The Nasdaq Q-50 Index offers higher exposure to Health Care and Industrials over Nasdaq-100 Index Nasdaq-100 Nasdaq Q-50 Industrials Utilities Real Estate Utilities Materials 3.7% 1.4% 2.0% 1.6% Consumer Energy 1.5% Staples 5.0% 6.7% Industrials 8.0% Communication Informa
Slide 35: Comparison: Stock-level concentration
Comparison: Stock-level concentration The Nasdaq Q-50 Index is market-cap weighted, but without the extreme concentration of the Nasdaq-100 Nasdaq-100 Index Nasdaq Q-50 Index 13.3% Weight in Index 4.3% 1.7% 0.4% 0.1% 0.2% Largest Median Smallest Source/Disclaimer: Nasdaq. Data as on 30-Sep-2022. The
Slide 36: Comparison: Stock-level concentration
Comparison: Stock-level concentration The Nasdaq Q-50 Index is market-cap weighted, but without the extreme concentration of the Nasdaq-100 Nasdaq-100 Index Nasdaq Q-50 Index 52.2% Weight in index 31.7% 21.7% 13.7% Top 10 stocks 11-20 stocks Source/Disclaimer: Nasdaq. Data as on 30-Sep-2022. The abo
Slide 37: Comparison: Historical Performance
Comparison: Historical Performance Nasdaq Q-50 TR Index in INR has shown similar performance as Nasdaq-100 TRI (INR) since inception till 2018; Since then Nasdaq-100 has seen a tremendous bull run ^Nasdaq Q-50 TR Index (INR) ^NASDAQ 100 TR Index (INR) 2100 1900 1700 1500 1300 1100 900 700 500 300 10
Slide 38: Comparison: Historical Performance
Comparison: Historical Performance Nasdaq Q-50 TR Index in INR has shown similar performance as Nasdaq-100 TRI (INR) since inception till 2018; Since then Nasdaq-100 has seen a tremendous bull run ^Nasdaq-100 TR Index (INR) ^Nasdaq Q-50 TR Index (INR) 24.9% 20.0% 19.5% 18.8% 16.9% 11.0% Since incept
Slide 39: Comparison: Risk Return Profile (INR)
Comparison: Risk Return Profile (INR) Since Data Label 1 year 3 year 5 year 10 year inception (Apr-08) ^Nasdaq-100 TR Index (INR) -16.02% 19.95% 19.72% 21.14% 20.09% CAGR ^Nasdaq Q-50 TR Index (INR) -22.79% 12.25% 11.97% 16.91% 16.91% ^Nasdaq-100 TR Index (INR) 29.52% 28.15% 25.30% 20.92% 23.24% Ann
Slide 40: Comparison: 3 year rolling return
Comparison: 3 year rolling return 3 Year ^NASDAQ 100 TR ^NASDAQ Q-50 TR Rolling Returns Index (INR) Index (INR) Average 25.4% 22.8% Median 25.6% 22.3% Min 4.6% 4.3% Max 42.8% 45.5% Returns Range % of Total Observation Negative 0.0% 0.0% 0% to 10% 2.2% 3.4% 10% to 15% 2.6% 16.9% 15% to 20% 97.8% 15.1
Slide 41: Comparison: 5 year rolling return
Comparison: 5 year rolling return 5 Year ^NASDAQ 100 TR ^NASDAQ Q-50 TR Rolling Returns Index (INR) Index (INR) Average 25.1% 22.5% Median 25.4% 22.6% Min 15.2% 7.7% Max 34.0% 40.2% Returns Range % of Total Observation Negative 0.0% 0.0% 0% to 10% 0.0% 0.7% 10% to 15% 0.0% 10.8% 15% to 20% 100% 11.2
Slide 42: Annexure: Other
Annexure: Other For Financial Professionals. Proprietary Content. Permission to reprint or distribute any content from this presentation requires 42 the written approval of Motilal Oswal Asset Management Company.
Slide 43: Country Exposure
Country Exposure Country of Domicile Germany Israel France ~87% of the constituents 1.4% 3.2% Great Britain 1.3% are from the United States. 2.3% Ireland, UK, and Germany Ireland 4.8% make up for another ~8% United States 87.0% Source/Disclaimer: Nasdaq. Data as on 30-Sep-2022. The countries mention
Slide 44: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings For Financial Professionals. Not for Public Distribution. PROPRIETARY. Permission to reprint or distribute any content from this 44 presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 45: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings For Financial Professionals. Not for Public Distribution. PROPRIETARY. Permission to reprint or distribute any content from this 45 presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 46: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings For Financial Professionals. Not for Public Distribution. PROPRIETARY. Permission to reprint or distribute any content from this 46 presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 47: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings For Financial Professionals. Not for Public Distribution. PROPRIETARY. Permission to reprint or distribute any content from this 47 presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 48: Product Suitability
Product Suitability Name of the This product is suitable for investors Scheme Riskometer Benchmark Riskometer Scheme who are seeking* Fund Nifty 50 TRI Motilal Oswal Nifty 50 • Return that corresponds to the performance Index Fund of Nifty 50 Index subject to tracking error (An open ended scheme • E
Slide 49: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund Nifty 500 TRI Motilal Oswal Nifty 500 • Return that corresponds to the Index Fund performance of Nifty 500 Index subject to tracking error (An open ended scheme
Slide 50: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund S&P 500 TRI (INR) Motilal Oswal S&P 500 • Return that corresponds to the Index Fund performance of S&P 500 Index subject to (An open ended scheme tracking error
Slide 51: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund 50% Nifty 500 TRI + 20% S&P 500 TRI (INR) + 10% Domestic Price of Gold + 20% Motilal Oswal Asset Nifty 5 Yr Benchmark G-Sec Index • To generate long term growth/
Slide 52: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Motilal Oswal 5 Year G-sec Fund Nifty 5 yr Benchmark G-Sec Index FoF • Long term capital appreciation • Return that corresponds generally to the (An open ended fund o
Slide 53: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund Nifty 200 Momentum 30 TRI Motilal Oswal Nifty 200 Momentum 30 ETF • Return that corresponds to the total (An open ended fund returns of the Nifty 200 Momentum 30
Slide 54: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Motilal Oswal S&P BSE Fund S&P BSE Financials ex Bank 30 Total Return Index Financials ex Bank 30 Index • Return that corresponds to the total Fund returns of the S&P
Slide 55: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund S&P BSE Quality Total Return Index Motilal Oswal S&P BSE Quality Index Fund • Return that corresponds to the total (An open ended fund returns of the S&P BSE Qua
Slide 56: Thank You
Thank You “Don’t look for the needle in the haystack. Just buy the haystack!” - John C. Bogle Contact Us - Speak: +91-22 40548002 | 8108622222 Write: mfservice@motilaloswal.com Visit: www.motilaloswalmf.com
Slide 57: Disclaimers & Risk Factors
Disclaimers & Risk Factors 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 f
Slide 58: Disclaimers & Risk Factors
Disclaimers & Risk Factors NSE Indices Limited Disclaimer: MOFM50 and MOFM100: MOFM50 and MOFM100 offered by Motilal Oswal Asset Management Company Limited (MOAMC) or its affiliates is not sponsored, endorsed, sold or promoted by NSE Indices Limited and its affiliates. NSE Indices Limited and its af
Slide 59: Disclaimers & Risk Factors
Disclaimers & Risk Factors NASDAQ OMX Group, Inc. The Product i.e. MOFN100 is not sponsored, endorsed, sold or promoted by The NASDAQ OMX Group, Inc. or its affiliates (NASDAQ OMX, with its affiliates, are referred to as the “Corporations”). The Corporations have not passed on the legality or suitab
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