Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Long Term Equity Fund — Investor Presentation (August 2022)
24 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Aug 31, 2022
Slide 1: Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund 31st August, 2022 Dual Advantage of Saving Tax and Building Wealth
Slide 2: A penny saved is a penny earned
“A penny saved is a penny earned” -Benjamin Franklin
Slide 3: What are the different ways of Saving Taxes?
What are the different ways of Saving Taxes? ELSS offers least lock-in period with market linked returns PPF NSC Bank Deposits ELSS Lock-in 15 years 5 or 10 years 5 years 3 years Returns 7.1% 6.8% 4% to 6% Market Linked Tax on returns Tax free Taxable Taxable Taxable* * Long term capital gains appli
Slide 4: What is an Equity Linked Savings Scheme?
What is an Equity Linked Savings Scheme? Equity Linked Saving Scheme, also known as ELSS is a type of mutual fund scheme investing in equity market. Investments under these schemes, give investors the benefit of tax saving of up to 1.5 Lac under section 80C of the Income Tax Act. Save upto ₹46,800*
Slide 5: Benefits of a 3 Year Lock-in Period
Benefits of a 3 Year Lock-in Period Investment horizon aligned with market cycle Wealth creation – Power of Compounding working it’s magic Riding through short term volatility and not exiting equity markets at the bottom
Slide 6: Benefits of Long Term Investing
Benefits of Long Term Investing Higher probability of generating positive returns. % of observations showing positive returns since Jan’00 till Apr’22 98% 90% 77% 1 Year Investment Horizon 3 Year Investment Horizon 5 Year Investment Horizon Source: Internal MOAMC Research. Data as on Apr’22 end. Nif
Slide 7: Introducing: Motilal Oswal Long Term Equity Fund
Introducing: Motilal Oswal Long Term Equity Fund A near 60:40 split between large cap and Quality Portfolio available at Reasonable mid and small cap stocks. Valuations Quality FY24E RoE of 14% Large Mid Cap 30% 17% EPS Growth Expected over FY22- Cap Growth 24 59% Longevity High Small Cap 10% Price
Slide 8: Broad Framework – QGLP Philosophy
Broad Framework – QGLP Philosophy Quality of business x Quality of management Growth in earnings • Stable business, preferably consumer facing • Volume growth • Huge business opportunity • Price growth • Sustainable competitive advantage • Mix change • Competent management team Q G • Operating lever
Slide 9: Additional Framework within the QGLP Philosophy
Additional Framework within the QGLP Philosophy Size of Opportunity Growth of Industry Market Share Gain - Glassdoor scores Focus on Cash flow Read annual reports of - Inhouse checklist statement more than P&L last 3 years in forensic - middle level management and BS way - ex-employees Source: MOAMC
Slide 10: High Concentrated Portfolio Plays across 3 Themes
High Concentrated Portfolio Plays across 3 Themes 1 Consolidation in the lending space Top 5 banks command 46% market share in India, versus 80% as seen in countries globally Distinctive and durable market leaders likely 2 Supply side consolidation to benefit despite short term headwinds 3 Consumer
Slide 11: Portfolio Mix at a Glance
Torrent Pharmaceuticals Ltd Portfolio Mix at a Glance Dr. Lal Pathlabs Healthcare Infosys Ltd JB Chemicals & Pharmaceuticals IT Insurance Limited Max Financial Fortis Healthcare Ltd Gujarat Gas MedPlus Health Services IT, 4% Insurance, 3% Max Healthcare Institute Industrial Plays Tata Steel Healthca
Slide 12: High Conviction Portfolio
High Conviction Portfolio A high concentration portfolio consisting of 29 stocks. Sector Allocation Banks 28.1% Top 10 Equity Holdings Cement & Cement Products 9.6% Healthcare Services 8.5% Script Weightage (%) Pharmaceuticals &… 6.0% ICICI Bank Limited 10.2% Finance 5.9% Axis Bank Limited 8.7% Reta
Slide 13: 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 Long Term Equity Fund -2.2 9,777 16.8 15,950 9.3 15,576 13.7 26,522 Nifty 500 TRI (BM) 6.7 10,668 20.8 17,652 13.3 18,682 12.
Slide 14: Annexure
Annexure
Slide 15: Theme 1: Consolidation in the Lending Space
1 Theme 1: Consolidation in the Lending Space Top 5 banks command 46% market share in India, versus 80% as seen in countries globally. Top 5 banks in India to PSU to PVT value Strong liability franchises Attractive valuations consolidate market share migration to continue • Financial stocks were • T
Slide 16: Theme 2: Supply Side Consolidation
2 Theme 2: Supply Side Consolidation Distinctive and durable market leaders likely to benefit despite short term headwinds. India’s growth potential Economic environment to Focus on market leaders Look beyond the short term remains intact accelerate consolidation • Template for multi- • Every downtu
Slide 17: Theme 3: Consumer Discretionary
3 Theme 3: Consumer Discretionary Long runway for growth. Evolution of the household-income profile in India High Income & Upper Middle Segment • 1 in 4 households today • 1 in 2 households by 2030 Note: Low income: <$4,000, Lower-mid: $4,000-8,500, Upper-mid: $8,500-40,000, High income: >$40,000 ba
Slide 18: Fund Managers
Fund Managers For Equity Component: Mr. Aditya Khemani: • Rich Experience: Mr. Aditya has overall 14 years of experience in the Indian equity markets; last 10 years in the role of a portfolio Manager. • Academic Background: Prior to joining Motilal Oswal Asset Management Company Ltd., He was associa
Slide 19: Fund Facts
Fund Facts Type of the Scheme An open ended equity linked savings scheme with the statutory lock in of 3 years and tax benefit. Category of the Scheme ELSS The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of Investment Objective predom
Slide 20: 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 21: Product Labelling
Product Labelling For Risk-o-meter and PRC of Other Schemes Managed, please refer to the Factsheet: https://www.motilaloswalmf.com/download/factsheets THINK EQUITY 21 THINK MOTILAL OSWAL
Slide 22: Performance of other schemes managed by Aditya Khemani
Motilal Oswal Mutual Funds Performance of other schemes managed by Aditya Khemani Name of Fund Manager: Aditya Khemani 1 year 3 year 5 year Since Inception Inception Period Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Date Return (%) Return (%) Return (%) Return (%) Return (%)
Slide 23: Performance of other schemes managed by Abhiroop Mukherjee
Motilal Oswal Mutual Funds Performance of other schemes managed by Abhiroop Mukherjee Name of Fund Manager: Abhiroop Mukherjee 1 year 3 year 5 year Since Inception Inception Period Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Date Return (%) Return (%) Return (%) Return (%) Re
Slide 24: Thank you
Thank you
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