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 (February 2025)
21 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, February 2025
Slide 1: Thought Leaders in Equity: Focused, Process Driven, Ideas Powerhouse
THOUGHT LEADERS IN EQUITY Focused, Process Driven, Ideas Powerhouse Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 2: Hi-Quality, Hi-Growth: Benefit From Both
HI-QUALITY HI-GROWTH BENEFIT FROM BOTH Motilal Oswal’s investing process builds Hi-Quality and Hi-Growth portfolios. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The term ‘Hi-Quality and Hi-Growth Portfolios’ refer to Motilal Oswal AMC’s defined f
Slide 3: Disciplined Investing following Q-G-L-P Investment Process
Disciplined Investing following “Q-G-L-P” Investment Process Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 4: Risk Management Framework for Consistency & Sustainability of Performance
Risk Management Framework for Consistency & Sustainability of Performance Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 5: Motilal Oswal Group – Thought – Philosophy - Action
Motilal Oswal Group – Thought – Philosophy - Action What is at stake? ~7,985+ Cr Source: MOAMC Internal, Data as on Jan 31th2025 Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 6: Why invest in Equity Mutual Funds?
Why invest in Equity Mutual Funds? Diversification Professional Management Liquidity Investment in a basket of Managed by professional Investors can easily enter stocks across sectors fund managers with and exit the scheme years of experience in the field Capital Appreciation Tax Advantage Delivers
Slide 7: Risk Return Spectrum - Active Equity Funds
Risk Return Spectrum - Active Equity Funds Source: Internal MOAMC Research. Disclaimer:This data should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future. Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 8: Motilal Oswal Large and Midcap Fund
Motilal Oswal Large and Midcap Fund Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 9: Large and Midcap: Mix of Stability and Growth
Large and Midcap: Mix of Stability and Growth Nifty Midcap Nifty Large Nifty Nifty Mid- Indices Nifty 50 Nifty Next 50 Nifty 100 S&P BSE 200 Nifty 500 150 Midcap 250 Smallcap 250 Smallcap 400 2022 4.3 -0.1 3.6 3 4.2 3.4 -3.6 0.9 3 2021 24.1 29.9 25 46.8 27.6 35.7 61.9 51.3 30.2 2020 14.9 14.8 14.8 2
Slide 10: Portfolio Construct and Positioning
Portfolio Construct and Positioning Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 11: Market Cap Strategy
Market Cap Strategy 100 4.5 LHS RHS MCAP 15.18239401 CASH 90 4 21.38 18.56 20.0 26.09 26.62 20.20 15.18 25.9 21.1 23.5 25.88 24.55 24.76 80 3.5 70 3 60 46.8 39.0 43.7 36.5 40.5 44.0 38.8 2.5 35.8 35.9 35.5 35.8 35.5 38.5 37.5 50 2 40 1.5 30 1 20 38.0 39.5 35.4 36.3 35.9 36.3 35.2 36.9 35.4 34.9 34.7
Slide 12: Portfolio Update Mutual Funds
PORTFOLIO UPDATE MUTUAL FUNDS Aerospace & Defense Motilal Oswal Large and Midcap Fund Bharat Dynamics Ltd. Bharat Electronics Ltd. Zen Technologies Ltd. Finance Hindustan Aeronautics Ltd. 11.37% 3.57% Religare Enterprises Limited 5.65% Auto Components Industrial Manufacturing Samvardhana Motherson I
Slide 13: Performance and Performance Attribution
Performance and Performance Attribution Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 14: Scheme Performance Mutual Funds
SCHEME PERFORMANCE MUTUAL FUNDS Point to Point Returns 1 Year 3 years 5 years Since Inception (%) CAGR (%) Rs. 10,000 CAGR (%) Rs. 10,000 CAGR (%) Rs. 10,000 CAGR (%) Rs. 10,000 Motilal Oswal Large and 23.32 12,339 21.55 17,969 22.07 27,134 23.24 30,237 Midcap Fund – Reg (G) Nifty LargeMid 250 TRI 1
Slide 15: Key Takeaways
Key Takeaways Portfolio construction oriented towards delivering long term stable growth with low to moderate 1 volatility 2 Top down sector/theme view combined with bottom up stock selection 3 Diversification across sectors; Basket approach to play identified themes in the portfolio 4 Around 50% in
Slide 16: Fund Managers
Fund Managers For performance of other schemes managed, please refer the Annexure: https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/65b2e-annexure-jan-25.pdf Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 17: Fund Managers
Fund Managers For Debt Component: Mr. Rakesh Shetty • Rich Experience: Mr Rakesh Shetty has an experience of more than 13 years in debt and equity markets • Prestigious past experience: Prior to joining Motilal Oswal AMC he has worked with multiple organizations such as Zyfin Capital, Derivium Tradi
Slide 18: Fund Facts
Fund Facts Type of the Scheme An open ended equity scheme investing in both large cap and mid cap stocks. Category of the Scheme Large and Midcap Fund The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, Investmen
Slide 19: Product Labelling
Product Labelling Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
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: Think Equity. Think Motilal Oswal.
Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
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