Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Asset Management Company — Investor Presentation (August 2020)
12 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, August 2020
Slide 1: The Zen of Investing
B R S T BRSTBRST The Zen of Investing BRSTBRST August 2020 16
Slide 2: About the Strategy
About the Strategy ™ Large cap oriented portfolio with ~65% allocation ™ Investing in good businesses, run by great management ™ Oldest PMS track record of 16+ years with annualized return of 20.7% since inception (an alpha of 4.3% over Nifty 50 TRI) ™ Concentrated portfolio of 22 stocks ™ Index agn
Slide 3: Why Large Caps?
Why Large Caps? Large Scale Capital Matured Big Balance of Operations Efficiency Businesses Sheets Low marginal Leverage at Stability and Benefit of cost compe ve visibility capital costs investments 2
Slide 4: Large Caps Have Lesser Drawdowns
Large Caps Have Lesser Drawdowns Ability to withstand downturns Absolute returns Falling market periods 01 January 2004 to 01 January 2008 to 03 January 2011 to 29 January 2018 to 30 June 2004 27 February 2009 30 December 2011 28 September 2018 Large Cap -18.9% -56.2% -24.8% -0.2% Mid Cap -21.2% -72
Slide 5: Investment Philosophy: Buy Right, Sit Tight
Investment Philosophy At Motilal Oswal Asset Management Company (MOAMC), our investment philosophy is centered on 'Buy Right: Sit Tight‘ principle. Buy Right Sit Tight QGLP ™ Buy and Hold: We are strictly buy ™ ‘Q’uality denotes quality of the and hold investors and believe that business and managem
Slide 6: Current Investment Themes
Current Investment Themes Value Migration Asset Moats Public Sector to Very tough to re-create Private Sector, Boston a few asset monopolies to Bangalore, Patent in India. Rising labour to Generics and compliance costs Consumer REFORMS - GST, Discretionary RERA, IBC Beneficiary of doubling Business
Slide 7: Portfolio Allocation
Portfolio Allocation Sectoral Allocation Top 10 Holdings Scrip Name % Holding Banking 22.8 Max Financial Services Ltd. 11.6 Non-Lending Financials 21.4 HDFC Life Insurance Company Ltd. 9.8 Pharmaceu cals 14.4 ICICI Bank Ltd. 8.3 NBFC 7.7 HDFC Bank Ltd. 8.0 Oil & Gas 6.3 Consumer Non Durables Ipca La
Slide 8: Portfolio Updates
Portfolio Updates ITC Sun Pharma Thermax Bosch Axis Bank Hero Motocorp Dr Reddy’s Laboratories Interglobe Aviation Max Financial Services October 2018 ICICI Lombard General Tube Investments of India onwards Insurance GlaxoSmithKline Pharmaceuticals Lic Housing Finance Tech Mahindra Bharti Airtel Bha
Slide 9: Performance Snapshot
Performance Snapshot Since inception, Value Strategy has delivered a CAGR of 20.7% vs. Nifty 50 TRI returns of 16.4%, an outperformance of 4.3% (CAGR) Value Strategy Ni y 50 TRI 20.7 16.4 Value Strategy has delivered a 12.8 11.2 13.4 12.4 CAGR of 20.7% vs. Nifty 50 TRI 9.9 8.8 7.7 6.7 returns of 1
Slide 10: Performance - Rolling Returns
Performance - Rolling Returns ™ The data shows rolling returns of the Value Minimum to maximum returns for a respective time period (in %) Strategy over various time frames. ™ It is worth noting that on 1 year rolling basis, Value Strategy Max Return Average returns Min Return the returns are in a v
Slide 11: Fund Management Team
Fund Management Team Shrey Loonker - Fund Manager, PMS ™ Shrey has been managing the Value Strategy since August 2017. ™ He has 14 years of overall experience in equity research and fund management. ™ Before joining Motilal Oswal AMC, he was associated for 11 years with Nippon India MF and last as F
Slide 12: Disclaimer
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
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