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 (April 2021)
20 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Apr 30, 2021
Slide 1: Motilal Oswal Nifty Next 50 Index Fund
Motilal Oswal Nifty Next 50 Index Fund 30th April, 2021
Slide 2: Product Suitability
Product Suitability This product is suitable for investors who are seeking* Motilal Oswal Nifty Next 50 Index Fund • Return that corresponds to the performance of Nifty Next 50 Index subject to tracking error • Investment in Equity and Equity securities covered by Nifty Next 50 Index • Long-term cap
Slide 3: Motilal Oswal Nifty Next 50 Index Fund
Motilal Oswal Nifty Next 50 Index Fund Investment Objective: The Scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Fund In
Slide 4: About the Nifty Next 50 Index
About the Nifty Next 50 Index Index Objective: The index is designed to measure the performance of 50 companies from the constituents of Nifty 100 Index after excluding the constituents of Nifty 50 Index. NIFTY 50 NIFTY NEXT 50 NIFTY MIDCAP 150 NIFTY SMALLCAP 250 Index Methodology Snapshot: 7.5 Univ
Slide 5: Portfolio Composition of Motilal Oswal Nifty Next 50 Index Fund
Portfolio Composition of Motilal Oswal Nifty Next 50 Index Fund Macro-Economic Sectors (AMFI): Motilal Oswal Company Name Weight Nifty Next 50 Index Fund Vedanta Limited 4.2% Info Edge (India) Limited 3.7% COMMODITIES 12.1 Avenue Supermarts Limited 3.4% CONSUMER 23.0 Adani Green Energy Limited 3.2%
Slide 6: Performance of Nifty Next 50 Index
Performance of Nifty Next 50 Index Historical Performance: Nifty Next 50 TR Index Risk-Returns Profile 700.0 Returns Risk Risk Adjusted Period 600.0 (Annualized) (Annualized) Returns 500.0 1 Year 45.2% 17.8% 2.539 400.0 3 Year 5.3% 20.7% 0.256 300.0 200.0 5 Year 13.9% 18.5% 0.750 100.0 7 Year 15.7%
Slide 7: SIP Returns for Nifty Next 50 Index
SIP Returns for Nifty Next 50 Index 1 year 3 year 5 year 7 year 10 year Nifty Next 50 TR Index SIP Returns 44.8% 16.1% 11.8% 12.2% 14.5% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Market Value 1,47,146 4,56,928 8,06,506 12,95,738 25,63,952 Data as of close of Apr 30, 2021. For SIP
Slide 8: Valuation Multiples of Nifty Next 50 Index
Valuation Multiples of Nifty Next 50 Index Nifty Next 50 Index P/E 80.0 70.0 60.0 42.66 50.0 40.0 30.0 20.0 10.0 - Apr-11 Apr-12 Apr-13 Apr-14 Apr-15 Apr-16 Apr-17 Apr-18 Apr-19 Apr-20 Apr-21 Nifty Next 50 Index P/B Nifty Next 50 Index Div Yield % 5.0 2.0 4.0 1.14 1.5 3.0 4.64 1.0 2.0 0.5 1.0 - - So
Slide 9: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 10: Product Pyramid
Product Pyramid D Alternates Benchmark Agnostic C High alpha seekers – large tracking error; typically focused funds Benchmark Hugging B Typically outperform or underperform by couple of percentage; hold large & diversified portfolio of stock Benchmark Replicating (Passive) A Replicate index constit
Slide 11: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings One of the largest AMC in India in the International segment Only AMC with funds across all major segments 11 For Finance Professionals. Proprietary Content - Permission to reprint or distribute any content from this presentation requires the written approval of
Slide 12: Active vs Passive
Active vs Passive For Finance Professionals. Proprietary Content - Permission to reprint or distribute any content from this presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 13: US: Over Last 10 Year Passive Funds AUM gained market share (2018)
US: Over Last 10 Year Passive Funds AUM gained market share (2018) Source/Disclaimer: Chart – Morningstar, Data basis latest available report published on Jan 2019; The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementati
Slide 14: SPIVA Score Card
SPIVA Score Card SPIVA stands for S&P Indices versus Active; SPIVA Score Card is published in various regions semi-annually Source/Disclaimer: spdji.com/SPIVA; Dec 2020; Regional benchmarks included here are large-cap, with the exception of Brazil and Chile where SPIVA results displayed reflect regi
Slide 15: India: Growth of Passive Fund AUM
India: Growth of Passive Fund AUM Passive Equity AUM (₹ crore) Retirement Funds are mandated to 2,56,774 invest at least 15% of annual accretion in Equity ETFs/Index Funds for equity investments 1,38,073 1,37,973 74,938 45,629 Categorization and rationalization of 16,673 Mutual Fund Schemes by SEBI
Slide 16: 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 17: Disclaimers & Risk Factors
Disclaimers & Risk Factors Risks associated with investing in Government of India Securities • Market Liquidity risk with fixed rate Government of India Securities even though the Government of India Securities market is more liquid compared to other debt instruments, on certain occasions, there cou
Slide 18: 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 19: 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
Slide 20: 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
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