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 (June 2025)
19 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, June 2025
Slide 1: Thought Leaders In Equity
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 & Hi-Growth portfolios. Our process. Your success. Think Equity. Think Motilal Oswal. Think Equity. Think Equity. Think Think Motilal Motilal Oswal. Oswal. www.motilaloswalmf.com www.motilaloswalmf.com
Slide 3: Motilal Oswal Mid to Mega Strategy
Motilal Oswal Mid to Mega Strategy Formerly known as Motilal Oswal Focused Midcap Strategy Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 4: What Is Mid To Mega: Mid And Small Caps Are The Large Caps Of The Future
What Is Mid To Mega: Mid And Small Caps Are The Large Caps Of The Future • Based on Mr. Raamdeo Agrawal’s 20th Annual Wealth Creation Study, Mid to Mega stands for a company’s stock crossing over from the Mid to the Mega category (i.e. top 100). • This marks a significant crossover for any company,
Slide 5: Why Mid? – Entering The Sweet Spot Of The Market
Why Mid? – Entering The Sweet Spot Of The Market We believe that Market cap rank 101-400 is the sweet spot for Indian equities They can provide balance between growth and a demonstrated history of management success Mini - Ideation Phase Mid - Expansion Phase Mega - Mature Phase ~INR 10,000 to INR 6
Slide 6: Market Cap Growth Transition: Better Strike Rate Among Mid Size Companies
Market Cap Growth Transition: Better Strike Rate Among Mid Size Companies Strike rate of over 6% within a focused universe Rank Crossovers - Mar-2016 to Mar-2021 Category returns; No. of companies in brackets ➢ 13 of 200 stocks Market Return during the period 14% moved from Mid To Mega Mega - 38% 12
Slide 7: Mid To Mega Study: Visible In 2018-2023
Mid To Mega Study: Visible In 2018-2023 Transition Average Performance of these % of Companies Transitioning From To companies (%) Mega 0.0% NA Mini Mid 0.9% 48.1% Mini 99.1% 14.1% Mega 13.5% 37.6% Mid Mid 52.1% 18.1% Mini 34.4% 0.4% Mega 67.4% 16.3% Mega Mid 30.6% 2.8% Mini 2.0% -30.4% Source : AMF
Slide 8: MQGLP: What It Takes To Achieve Mid-to-mega
MQGLP: What It Takes To Achieve Mid-to-mega M Q G Midsize Quality Growth • Benefit of low-base Quality of business x Quality of • Revenue growth and • Well-established track management record market share gains • Stable business, preferably • Growth in margin & consumer facing profitability • Huge b
Slide 9: The Journey So Far: Tailwinds
The Journey So Far: Tailwinds •Mid and Small Cap Rally • Mid and small-cap companies, which are often more sensitive to domestic economic conditions, have performed well over CY23. From Sep 2022, the fund has started outperforming the benchmark. • This was on the backdrop of mid and small-cap stocks
Slide 10: The Journey So Far: Hi Quality Hi Growth Sectors Investment Framework
The Journey So Far: Hi Quality Hi Growth Sectors Investment Framework • Since the arrival of Mr. Prateek Agrawal, there have been a few significant changes brought about in the investment process • We have introduced a framework to invest in “Hi-Quality Hi-Growth Themes“ which shall be beneficial in
Slide 11: Portfolio Positioning: MQGLP Classification
Portfolio Positioning: MQGLP Classification M Q G L P NAME Mcap Rank ROE PAT Growth Size Growth Market Share Industry Leader PEG Count TRENT LTD Yes Yes Yes Yes Yes Yes 3 GLOBAL HEALTH LIMITED Yes Yes Yes Yes Yes 3 BSE LIMITED Yes Yes Yes Yes Yes Yes 5 TVS MOTOR LTD Yes Yes Yes Yes 3 INDIAN BANK Yes
Slide 12: Why Mid To Mega: The Portfolio Construct
Why Mid To Mega: The Portfolio Construct Primary Investment universe – 101-400 stock as per market capitalisation with some allocation in Large Caps to be measured by weighted average market cap at the portfolio level Maintaining Positions in companies with relatively less/low leverage Lower Turnove
Slide 13: Performance Update - PMS
Performance Update - PMS Mid to Mega Strategy S&P BSE 500 TRI 41 36 31 3.5x 26 2.4x 21 16 11 6 May-24 May-25 Nov-24 Dec-19 Jun-20 Dec-20 Jun-21 Dec-21 Jun-22 Dec-22 Jun-23 Dec-23 Mid to Mega Strategy BSE 500 TRI Index 37.29% 31.62% 25.86% 25.11% 26.16% 21.04% 20.88% 18.14% 18.95% 17.81% 15.60% 8.54%
Slide 14: Portfolio update – PMS
Portfolio update – PMS Mid to Mega Strategy Mid Mega Urbanization 24.3 MC-Bands MTM PMS Make in India - Electronic Goods Manufacturing 8.5 Kalyan Jewellers 6.2 >= 1Lakh Cr 15% PG Electroplast 6.1 Puravankara 1.0 >= 50K Crs 40% Amber Enterprises 2.4 Trent 7.5 >= 25K Crs 5% Tech & Tech Services 7.5 Ad
Slide 15: Discipline Over Discretion
Discipline Over Discretion Allocation to be a function of convictions on companies and don’t necessarily dependent on price Maintain active targets of profits and prices on stocks with 1, 2 and 3 years view Mismatch of price and timelines should lead to action on folio on both sides i.e. selling and
Slide 16: Portfolio Manager
Portfolio Manager • Rich Experience: He has an overall experience of 18 years in equity markets, with a focus on identifying emerging businesses in small & midcap segment. • Positions Hold: He has earlier worked as Head of Research at Motilal Oswal Securities and Reliance Securities. • Excellent Aca
Slide 17: Disclaimer
Disclaimer Disclaimer: Information as provided hereby shall be meant for general reading purposes only and is not meant to serve as a professional guide for the readers. Certain factual and statistical (both historical and projected) industry and market data and other information is obtained from in
Slide 18: Thank You
Thank You Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 19: Thank You
Thank You Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
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