13 HDFC Nifty 200 Momentum 30 ETF · NSE:HDFCMOMENT
13 HDFC Nifty 200 Momentum 30 ETF — HDFC Innovation Fund — Investor Presentation (September 2026)
40 slides from 13 HDFC Nifty 200 Momentum 30 ETF's investor presentation, September 2026
Slide 1: HDFC Innovation Fund
DEFENCE PHARMACEUTICAL BUSINESS MODEL STARTUP INNOVATION TOKENISATION TRANSFORMATION EV RADICAL INDIA POWERED DIGITAL PLATFORMS QUICK COMMERCE DISRUPTIVE DISCOVERY INVENTION TECHNOLOGY DESIGN BY INNOVATION GREEN INNOVATION ENERGY SOLAR ARTIFICIAL INTELLIGENCE FINTECH UPI BREAKTHROUGH COST INNOVATION
Slide 2: Innovation in Indian Context
Innovation in Indian Context From Tradition to Transformation For disclaimer refer slide 39 02/40
Slide 3: Financial Services – Innovation increasing Access
Financial Services – Innovation increasing Access Combined Share of Active Clients of top 2 Fintech Broking THEN NOW Platforms increased by ~2x between Dec-20 and Mar-26 Market Share of Top 2 Fintech Broking Platforms 50% 44.0% 45% 40% 35% 30% 25% 20.9% 20% 15% Dec-20 Mar-26 No. of Policies sold onl
Slide 4: Financial Services – UPI has been Transformational
Financial Services – UPI has been Transformational THEN NOW Share of Transactions through Physical Channel for a Leading Increasing Adoption of UPI* transforming the way we transact Public Sector Bank has reduced 12% 87% 90% 25% 23.2% 10% 85% 80% 20% 8% 75% 6% 70% 15% 4% 65% 60% 10% 2% 55% 2.9% 4.8%
Slide 5: Quick Commerce – Business Model Innovation in Retail
Quick Commerce – Business Model Innovation in Retail THEN NOW Quick Commerce GMV* expected to grow by ~3x by FY29 *Gross Merchandise Value in US$ billion 50 45.8 45 40 38.2 35 29.4 30 25 20 16.6 15 10 8 5 0.2 0 FY20 FY25 FY26 FY27E FY28E FY29E Source: Morgan Stanley For disclaimer refer slide 39 05/
Slide 6: Defence – A Sector evolving through Cost Innovation
Defence – A Sector evolving through Cost Innovation India’s Defence Capital Expenditure as a proportion of Total Defence Budget has risen Brahmos (INDIA) Tomahawk (US) Speed – Speed – Capital Expenditure Mach 2.8 throughout flight Subsonic missile World's Fastest operational Mach ~0.7-0.8 2,50,000 2,
Slide 7: Staying Ahead of the Curve
Staying Ahead of the Curve Innovation important for Economic Prosperity and Market Leadership For disclaimer refer slide 39 07/40
Slide 8: Historically, Innovation has had a Positive Impact on Economic Growth
Historically, Innovation has had a Positive Impact on Economic Growth Countries that adopted innovative strategies in different sectors / segments have witnessed a multiplier effect on Real GDP growth in different periods High Growth Real GDP Sectors / Segments contributing Countries Innovations in
Slide 9: Decreasing Length of Cycles of Innovation making Adaptation important
Decreasing Length of Cycles of Innovation making Adaptation important Average lifespan of a Average lifespan of a Average lifespan of a US S&P 500 company US S&P 500 company US S&P 500 company Innovative strategies that drove a company / in late 1970s between 2000 and 2020 by 2028 sector yesterday m
Slide 10: Higher Contribution to Profit Pool led Innovators to be Wealth Generators
Higher Contribution to Profit Pool led Innovators to be “Wealth Generators” across countries Sectors that have contributed to the overall profit pool of the broad equity market index have witnessed an increase in weightage over time compared to the laggards EPS* of the Magnificent 7 has grown at a Weig
Slide 11: Innovation can happen not just in Technology!
Innovation can happen not just in Technology! Transition from Fossil Fuel-based Cars to Electric Vehicles has led Increased usage of Online Streaming Platforms has led Tesla to outperform the Auto Index by 29x! Netflix to outperform Traditional Media and Entertainment 90,000 Channels by 191x! 50,000
Slide 12: Even in India, Sunrise Sectors have grown disproportionately
Even in India, Sunrise Sectors have grown disproportionately Rise in Weight of Rise in Weight of Information Weight of New Age Telecommunications in Technology in NIFTY 50 Index Companies in NIFTY 500 NIFTY 50 Index between between FY95 and FY05 Index has increased FY00 and FY07 14% 13.2% 25% 21% 2.
Slide 13: Innovation in India bridging Potential & Progress
Innovation in India bridging Potential & Progress Innovation remains key to India’s Growth Ambitions For disclaimer refer slide 39 13/40
Slide 14: Key Pillars supporting the Rise of Innovation in India
Key Pillars supporting the Rise of Innovation in India 01 02 03 Strong Entrepreneurial High Talent Availability and Improved Funding Culture improving India’s Lower Salary Gaps Environment Global Innovation Rankings 04 05 06 Strong Digital Public Supportive Government Increasing Adoption of Infrastr
Slide 15: India climbing up the Global Innovation Rankings
India climbing up the Global Innovation Rankings India is well placed and improved its rank in Global Innovation Index amongst global peers, despite a Lower per capita income → Signals that there is significant headroom to add value 1.1 Lakh patent filed India’s ranking on parameters like Knowledge a
Slide 16: Digital Public Infrastructure – Key for Startups Growth
Digital Public Infrastructure – Key for Startups Growth Atal Innovation Mission (AIM) Key Digital Infrastructure Initiatives 10,000 Atal Tinkering Labs Aadhar 72 Atal Incubation Centres Co-WIN (1.1 crore+ Students 1382 mn (32,000+ Jobs created) users in 1190 mn actively engaged) 2024 users in 2023 O
Slide 17: Sectors
Sectors Key Trends in Innovation For disclaimer refer slide 39 17/40
Slide 18: Autos – Rising Adoption of Electric Vehicles
Autos – Rising Adoption of Electric Vehicles Penetration of BEV and Hybrids in US expected to increase BEV Penetration in India and China - Accelerating adoption rate 17% 18% 35% 60% 16% 30% 30% 50% 14% 25% 49% 40% 12% 15% 20% 10% 30% 8% 15% Hybrids 10% 7% (MHEV + 20% 6% FHEV + 4% 5% PHEV)** 10% 2%
Slide 19: Future of Energy Demand – Significant investment in T&D
Future of Energy Demand – Significant investment in T&D 2025 - 2040 Core drivers grid investments By 2050 Electrification 21% 50% World Electricity Demand (TWh) Rate -25% 5 billion (x2) Replacement of the grid in advanced people will require reliable 47000 >50% economies to be replaced by 2040 access
Slide 20: Energy Transition and Storage – Changing Paradigm
Energy Transition and Storage – Changing Paradigm India's share has been increasing with shift towards Renewable energy Low-emissions hydrogen production by technology, region and status based on announced projects, 2030 10,000 8% 8,576 9,000 7% 8,000 6% 7,000 6,000 5% 5,000 4% 4,000 3% 3,000 2,353
Slide 21: Data centers – Large investment opportunity for India
Data centers – Large investment opportunity for India Power demand to double in next 5 years Data center workload growth dedicated to AI Global Data centre Power Demand outlook Total global data centre workloads (GW) 1000 90% 900 80% 800 70% 700 60% 600 50% TWh 500 40% 400 30% 20% 300 10% 200 0% 100
Slide 22: Electronics Manufacturing Services and Semicon 2.0 Initiative
Electronics Manufacturing Services and Semicon 2.0 Initiative - A Key Priority for Indian Government India – Electronic production diversified across product line, Global EMS market by region - 2025 dominated by Mobiles 4% Mobiles 5% 8% Electronic components IT Hardware 7% 44% Industrial Electronics
Slide 23: Healthcare – Trailblazer in Innovation
Healthcare – Trailblazer in Innovation Indian Biopharma sector growth Indian Biopharma FY25-35 growth from innovation 250 250 13% CAGR 6.2% 195 200 200 195 150 150 $ Bn 126 $ Bn Share of 104 100 Biopharma 100 3% 9% CAGR 12 57 50 50 57 16.5 0 0 FY10 Industry FY25 Industry Chemistry base Innovation ad
Slide 24: Defence – Indigenization Success largely led by Heightened R&D Focus
Defence – Indigenization Success largely led by Heightened R&D Focus R&D Successes core to Indigenization besides Transfer India’s R&D Spends have increased by DRDO of Technology Early successes in indigenization led by R&D and transfer of R&D Expenditure: DRDO (in ₹ crores) 26,817 technologies 0 28
Slide 25: About HDFC Innovation Fund
About HDFC Innovation Fund For disclaimer refer slide 39 25/40
Slide 26: Investment Strategy
Investment Strategy Focus on Quality Valuation Discipline and Core Portfolio Portfolio Construction Companies Strategic Approach Aims to invest at least 80% Bottom-up approach to Companies who are Valuation looking from a of its net assets in equity stock selection targeting to grow higher medium to
Slide 27: Eligible Universe for HDFC Innovation Fund
Eligible Universe for HDFC Innovation Fund Scores 4 and 5 → Highest scores Scores assigned (Pure Play of Innovation) to Each Company Eligible Universe Number of Universe from 1 to 5 based (Score 3 and Companies with a Score 3 → Minimum Cut-off for a Company 2,596 on a to be part of the “Eligible Uni
Slide 28: Innovation Theme – Diversified across Sectors and Market Caps
Innovation Theme – Diversified across Sectors and Market Caps Investing in this Fund can provide an investor an exposure to industries across different market caps that are adopting innovative strategies Industries that can form part of the Universe* Auto and Auto Pharma & Energy (Power & Information
Slide 29: Portfolio Characteristics
Portfolio Characteristics Top 10 Constituents (As on August 2026) Top 10 industries (As on August 2026) Company Sector / Industry % to Net Assets Industry % to Net Assets Eternal Ltd. (Erstwhile Zomato Ltd.) E-Retail/ E-Commerce 9.63 Pharmaceuticals 18.25 Bajaj Finance Ltd. Non Banking Financial Com
Slide 30: Historical Returns
Historical Returns Point to Point Returns Since Scheme Name 1 Month (%) 3 Months (%) 6 Months (%) 1 Year (%) Inception (%) HDFC Innovation Fund 4.37 14.07 21.59 21.25 17.4 Nifty 50 TRI -1.14 2.83 -3.58 -0.35 13.2 Nifty 500 TRI (Scheme Benchmark) 0.05 3.91 1.86 5.31 NA *Less than 1 year Absolute retu
Slide 31: Key Takeaways
Key Takeaways Innovation → Process of introducing 3 Key Types of Innovation Multiple examples of innovation in new ideas, services, or products – or Product Indian context which has improve existing ones – to create transformed businesses in sectors value, solve problems, and maintain Process like F
Slide 32: Why invest in HDFC Innovation Fund?
Why invest in HDFC Innovation Fund? Exposure to companies that are adopting innovative strategies through the development of new products, processes or business models Opportunity to participate India’s next leg of economic growth led by companies who are innovators or early adopters of new technolo
Slide 33: Risks and Mitigants
Risks and Mitigants Risks Mitigants Slowdown in domestic economy and consumption → A large Drivers of Macroeconomic growth continue to be on a part of innovation ecosystem caters to the domestic economy strong footing which could get impacted in the event of an economic slowdown There has been a ste
Slide 34: Fund Facts
Fund Facts 1 Particulars HDFC Innovation Fund Type of Scheme An open-ended equity-oriented scheme investing in the innovation theme To generate long-term capital appreciation / income by investing in companies that are adopting innovative themes and Investment Objective strategies. There is no assur
Slide 35: Asset Allocation
Asset Allocation Under normal circumstances, the asset allocation (% of Net Assets) of the Scheme's portfolio will be as follows: Minimum Allocation Maximum Allocation Types of Instruments (% of total Assets) (% of total Assets) Equity and Equity related instruments of companies/entities following t
Slide 36: Performance
Performance HDFC Innovation Fund - ^ Performance - Regular Plan - Growth NAV as on August 31, 2026 ₹ 11.974 (per unit) Scheme Additional Additional Benchmark Benchmark Scheme (�) Period Returns (%) Benchmark (�) # Benchmark (�)## Returns (%)# Returns (%)## Last 1 Year 21.24 5.31 -0.35 12,137 10,534
Slide 37: Product Labelling and Riskometer
Product Labelling and Riskometer Riskometer# of the Scheme Name of Scheme(s) Benchmark Riskometer# NIFTY India Consumption Index (TRI) HDFC Consumption Fund *Investors should consult their financial advisers, if in doubt about whether the product is suitable for them. #For latest riskometer, investor
Slide 38: Product Labelling and Riskometer
Product Labelling and Riskometer HDFC Innovation Fund (An open-ended equity-oriented scheme investing in innovation theme) is Scheme Riskometer# Benchmark Riskometer# suitable for investors who are seeking*: NIFTY 500 Index (TRI) • Capital appreciation over long term • To invest in equity and equity
Slide 39: Disclaimer
Disclaimer The views expressed herein are as of September 21, 2026 and are based on internal data, publicly available information and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you must confirm before relying on them. The informati
Slide 40: Thank You
Thank You
HDFC Innovation Fund — Investor Presentation (September 2026) on 6ix