Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Asset Management Company — Fact Sheet (March 2023)
38 slides from Motilal Oswal Nifty Alpha 50 ETF's fact sheet, Mar 31, 2023
Slide 1: Motilal Oswal Nifty 50 Index Fund & Motilal Oswal Nifty 50 ETF
Motilal Oswal Nifty 50 Index Fund & Motilal Oswal Nifty 50 ETF (formerly known as Motilal Oswal M50 ETF) 31 March, 2023 For Finance Professionals. Proprietary Content - Permission to reprint or distribute any content from this presentation requires the written approval of Motilal Oswal Asset Managem
Slide 2: Motilal Oswal Nifty 50 Index Fund
Motilal Oswal Nifty 50 Index Fund Investment Objective Type of Scheme The Scheme seeks investment return that An open ended scheme replicating/tracking corresponds to the performance of Nifty 50 Nifty 50 Total Return Index Index subject to tracking error. However, there can be no assurance or guaran
Slide 3: Motilal Oswal Nifty 50 ETF
Motilal Oswal Nifty 50 ETF (formerly known as Motilal Oswal M50 ETF) Type of Scheme Investment Objective An open ended scheme replicating/tracking The Scheme seeks investment return that Nifty 50 Total Return Index corresponds (before fees and expenses) generally to the performance of the Nifty 50 T
Slide 4: About the Nifty 50 Index
About the Nifty 50 Index Index Objective: The Index is designed to measure the performance of 50 largest and most liquid blue chip companies. The index captures approximately 56.7% of Nifty 500 total market capitalization. Index Methodology Snapshot: Universe All Stocks must be part of derivative Co
Slide 5: Portfolio Composition
Portfolio Composition Macro-Economic Sectors (AMFI): Nifty 50 Index Company Name Weight Reliance Industries Ltd. 10.3% Financial Services 37.7 Hdfc Bank Ltd. 9.3% Icici Bank Ltd. 8.0% Information Technology 14.1 Infosys Ltd. 6.7% Energy 12.1 Housing Development Finance Corporation Ltd. 6.2% Itc Ltd.
Slide 6: Long-term historical outperformance
Long-term historical outperformance Nifty 50 TR Index 500 438.4 400 300 200 100 0 Source/Disclaimer: www.niftyindices.com; Performance Data as of close of 31-Mar-2008 – 31-Mar-2023. Hypothetical performance results may have many inherent limitations and no representation is being made that any inves
Slide 7: Risk-Return Performance
Risk-Return Performance Data Label 1 year 3 year 5 year 10 year 15 year Nifty 50 TRI 0.6% 27.8% 12.8% 13.2% 10.4% CAGR Nifty 500 TRI -1.2% 29.0% 11.5% 13.9% 10.6% Nifty 50 TRI 14.7% 18.0% 19.3% 17.1% 20.8% Annualised Volatility Nifty 500 TRI 14.6% 17.3% 18.7% 16.8% 20.0% Nifty 50 TRI Risk 0.040 1.54
Slide 8: Rolling returns
Rolling returns Nifty 500 TRI Nifty 50 TRI Nifty 500 TRI Nifty 50 TRI Average 12.5% 12.1% 12.7% 12.3% Median 13.3% 12.3% 13.0% 13.0% Min -5.5% -3.8% -1.6% -1.6% Max 30.9% 29.1% 22.9% 22.5% Returns Range % of Total Observation Negative 3.9% 0.6% 0.2% 0.2% 0% to 10% 28.0% 33.9% 25.0% 25.8% 10% to 15%
Slide 9: Index SIP Returns for Nifty 50 Index
Index SIP Returns for Nifty 50 Index 1 year 3 year 5 year 7 year 10 year Nifty 50 TR Index SIP Returns 0.5% 13.4% 12.9% 12.7% 12.4% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Market Value 1,20,353 4,39,467 8,29,037 13,20,980 22,91,627 Data as of close of March 31, 2023 . For SIP r
Slide 10: Valuation Multiples of Nifty 50 Index
Valuation Multiples of Nifty 50 Index Nifty 50 Index P/E 50.0 40.0 30.0 20.0 10.0 20.44 0.0 Nifty 50 Index P/B Nifty 50 Index Div Yield % 5.0 2.0 4.0 1.5 3.0 4.05 1.0 1.44 2.0 1.0 0.5 0.0 0.0 Source/Disclaimer: www.niftyindices.com; Data as of close of 31-Mar-2013 – 31-Mar-2023; The above graph/tabl
Slide 11: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Current Current Current Current Value of Value of Value of Value of Value of CAGR (%) Investmen CAGR (%) Investmen CAGR (%) Investmen CAGR (%) Investmen CAGR (%) Investmen t of Rs. t of Rs. t of
Slide 12: Performance of other schemes managed by Swapnil Mayekar
Performance of other schemes managed by Swapnil Mayekar Name of Fund Manager: Swapnil Mayekar Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal Nifty Bank Index Fund 11.5% 12.6% 27.2% 29.0% -
Slide 13: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Current Current Current Current Value of Value of Value of Value of Value of CAGR (%) Investmen CAGR (%) Investmen CAGR (%) Investmen CAGR (%) Investmen CAGR (%) Investmen t of Rs. t of Rs. t of
Slide 14: Performance of other schemes managed by Swapnil Mayekar
Performance of other schemes managed by Swapnil Mayekar Name of Fund Manager: Swapnil Mayekar Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal Nifty Bank Index Fund 11.5% 12.6% 27.2% 29.0% -
Slide 15: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 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 16: 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 16 presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 17: For Financial Professionals. Not for Public Distribution. PROPRIETARY. Permission to reprint or distribute any
For Financial Professionals. Not for Public Distribution. PROPRIETARY. Permission to reprint or distribute any content from this 17 presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 18: For Financial Professionals. Not for Public Distribution. PROPRIETARY. Permission to reprint or distribute any
For Financial Professionals. Not for Public Distribution. PROPRIETARY. Permission to reprint or distribute any content from this 18 presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 19: 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 19 presentation requires the written approval of Motilal Oswal Asset Management Company.
Slide 20: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund Nifty 50 Total Return Index Motilal Oswal Nifty 50 • Return that corresponds to the Index Fund performance of Nifty 50 Index subject to (An open ended scheme tra
Slide 21: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Fund Nifty 500 Total Return Index Motilal Oswal Nifty 500 Index Fund • Return that corresponds to the performance of Nifty 500 Index (formerly known as Motilal Oswal
Slide 22: 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 Total Return Index Motilal Oswal S&P 500 Index • Return that corresponds to the Fund performance of S&P 500 Index subject (An open ended scheme to tracki
Slide 23: 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 • To generate long term growth/capital (INR) + 10% Domestic Price of Gold + 20% appreciation by offering asset Nifty 5 Yr Ben
Slide 24: 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 Total Return Index Fund of Fund (An open ended fund of • Long term capital appreciation funds scheme invest
Slide 25: 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 Total Return Index Motilal Oswal Nifty 200 Momentum • Return that corresponds to the 30 ETF total returns of the Nifty 200 (An open ended f
Slide 26: 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 27: 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 returns of the S&P BSE Quality Total (An open
Slide 28: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Motilal Oswal Gold and Fund LBMA Price of Gold and Silver Silver ETFs Fund of Funds • Long term capital appreciation (An open ended fund of funds • Return that corres
Slide 29: 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 30: 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 31: 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 32: 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 33: Motilal Oswal Nifty 50 Index Fund
Motilal Oswal Nifty 50 Index Fund 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 34: Motilal Oswal Nifty 50 Index Fund
Motilal Oswal Nifty 50 Index Fund Investment Objective: The Scheme seeks investment return that corresponds to the performance of Nifty 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 Info: • Cate
Slide 35: Motilal Oswal Nifty 50 ETF
Motilal Oswal Nifty 50 ETF (formerly known as Motilal Oswal M50 ETF) 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 36: Motilal Oswal Nifty 50 ETF
Motilal Oswal Nifty 50 ETF Investment Objective: The Scheme seeks investment return that corresponds (before fees and expenses) to the performance of Nifty 50 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieve
Slide 37: About the Nifty 50 Index
About the Nifty 50 Index Index Objective: The Index is designed to measure the performance of 50 largest and most liquid blue chip companies. The index captures approximately 56.70% of Nifty 500 total market capitalization. NIFTY 50 NIFTY NEXT 50 NIFTY MIDCAP 150 NIFTY SMALLCAP 250 Index Methodology
Slide 38: Performance of Nifty 50 Index
Performance of Nifty 50 Index Historical Performance: Nifty 50 TR Index Risk-Returns Profile 400 Returns Risk Risk Adjusted Period (Annualized) (Annualized) Returns 300 1 Year 5.7% 17.2% 0.330 200 3 Year 15.5% 22.5% 0.691 100 5 Year 12.9% 19.4% 0.664 7 Year 13.9% 17.7% 0.788 - Dec-12 Dec-22 Dec-07 D
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