Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Mutual Fund — Investor Presentation (June 2023)
62 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Jun 30, 2023
Slide 1: Motilal Oswal MSCI EAFE Top 100 Select Index Fund
Motilal Oswal MSCI EAFE Top 100 Select Index Fund 30 June 2023
Slide 2: Veritable Ecosystem in Financial Services
Veritable Ecosystem in Financial Services One of the leaders in CAT III long only AIFs 2
Slide 3: Motilal Oswal AMC Positioning
Motilal Oswal AMC Positioning A lot of Fund Managers construct portfolios that are very close to the benchmark due to fear of significant underperformance Benchmark Agnostic Benchmark Hugging Benchmark Replicating Style Active Active Passive Portfolio Holding Focused Closer to Benchmark Same as benc
Slide 4: Why Motilal Oswal AMC? Cornerstone of Investment Philosophy
Why Motilal Oswal AMC? Cornerstone of Investment Philosophy Focused Strategies Index-based Strategies Index Funds and ETFs based on first based on time tested investment framework principal of Q G L P Easy Economic Effective To understand Low cost For wealth Quality of Growth in Longevity of Price a
Slide 5: Motilal Oswal AMC in Numbers
Motilal Oswal AMC in Numbers • More than 12 lac investors Investors • More than 19 lac folios Active • 10 active funds Mutual Funds • Total AUM ~20,000 crores PMS and AIFs • 12+ PMS and AIFs (Alternates) • Total AUM ~15,000 crores Index-Based Mutual • 29 Index Funds and ETFs Funds • Total AUM ~15,00
Slide 6: Motilal Oswal MSCI EAFE Top Select Index Fund
Motilal Oswal MSCI EAFE Top 100 Select Index Fund
Slide 7: Motilal Oswal MSCI EAFE Top Select Fund
Motilal Oswal MSCI EAFE Top 100 Select Fund Type of Scheme Investment Objective An open ended scheme replicating/tracking The investment objective is to generate long MSCI EAFE Top 100 Select Index term capital appreciation by investing in securities of MSCI EAFE Top 100 Select Index subject to trac
Slide 8: Index Methodology Snapshot
Motilal Oswal MSCI EAFE Top 100 Select Fund MSCI EAFE Top 100 Select Index objective: Represents the top 100 companies that are selected from 10 large developed markets, out of MSCI EAFE Index. Index Methodology Snapshot: Eligible Universe MSCI EAFE Index Select top 10 countries (“EAFE10”) (Parent I
Slide 9: Introduction to Developed Markets
Introduction to Developed Markets
Slide 10: Nearly 97% of the World's opportunities are outside India
Nearly 97% of the World’s opportunities are outside India Global Market Capitalization1 Indian investors have traditionally taken exposure to only domestic markets. With such a narrow focus, investor lose out on a large opportunity set Both in terms of Market Capitalization and GDP, India accounts f
Slide 11: Developed Markets (DMs)
Developed Markets (DMs) MSCI EAFE Index is designed to represent performance of 21 developed markets across Europe, Australasia (includes Australia, New Zealand) and Far East excluding US and Canada Developed Markets1 Europe & Middle east Pacific • Economically advanced Austria, Belgium, Denmark, Fi
Slide 12: Characteristics of Developed Markets
Characteristics of Developed Markets Most competitive Emphasis on Strong regulatory economies* in the Innovation and R&D framework world Relatively Politically Relatively Matured and Financially Stable Capital Market *According to IMD.org Source/Disclaimer: The above icons are used to explain the co
Slide 13: Developed Markets in Competitiveness Ranking
Developed Markets in Competitiveness Ranking Rank Country Rank Country 1 Denmark 14 Canada 2 Switzerland 15 Germany Of the top 25 ranked economies, 14 economies are part of the 3 Singapore 16 Iceland MSCI EAFE index 4 Sweden 17 China 5 Hong Kong SAR 18 Qatar 6 Netherlands 19 Australia The competitiv
Slide 14: Why domestic investors should look beyond U.S. Markets?
Why domestic investors should look beyond U.S. Markets?
Slide 15: Different return drivers
Different return drivers • Markets outside U.S provide diversification benefit due to different return driver • Key regions such as Europe and Japan have implemented stimulus packages larger than US, which could spur growth • Regions outside the US are poised to benefit from major stimulus measures
Slide 16: Needle in Haystack, Buy the haystack!
Needle in Haystack, Buy the haystack! • A large proportion of world’s best performing stocks were found outside U.S Source/Disclaimer: Is It Time to Expand Allocations to International Stocks? - Context | AB (alliancebernstein.com) . Fifty best performing stocks are the companies with the highest to
Slide 17: Reasons to invest into EAFE
3 Reasons to invest into EAFE Moria Oswat [ug
Slide 18: Low Correlation to Indian Equities
Low Correlation to Indian Equities Diversifying your portfolio across different geographies can help reduce volatility as compared to Indian Equities Correlation of MSCI 100.0% EAFE Index: Nifty 500 = 42.56% 80.0% S&P 500 = 73.77% 60.0% Calendar Year Return % 40.0% 20.0% Nifty 500 TR Index 0.0% ^S&P
Slide 19: Low Correlation to Indian Equities
Low Correlation to Indian Equities Market AUM Rank Name (Asset class) (in Billion $) 1 SPDR S&P 500 ETF Trust U.S (equity) 427.9 2 iShares Core S&P 500 ETF U.S (equity) 351.8 3 Vanguard S&P 500 ETF U.S (equity) 337.9 4 Vanguard Total Stock Market ETF U.S (equity) 321.6 5 Invesco QQQ Trust U.S (equit
Slide 20: EAFE remains broadly diversified
EAFE remains broadly diversified Weight of Tech stocks in the index • US and EM offer higher exposure to technology sector. • MSCI EAFE remains broadly diversified and provides opportunity for outperformance during broad based rally Source/Disclaimer: Why International Equities (lazardassetmanagemen
Slide 21: Parent Index Coverage
Parent Index Coverage MSCI EAFE Index MSCI EAFE Top 100 (Parent Index) Select Index Number of countries 21 Max 10 Number of constituents 798 100 Parent index coverage 100% 47.6%* Top 10 constituent weight 14.9% 28.1% Weight of the largest constituent 2.1% 4.2% *Based on monthly averages for period O
Slide 22: Most Innovative Economies
Most Innovative Economies EAFE 10 Countries Rank Switzerland 3 Germany 4 Sweden 5 Netherlands 9 Japan 12 France 13 U.K 18 Australia 19 Spain 31 Hong Kong 38 Source/Disclaimer: https://www.bloomberg.com/news/articles/2021-02-03/south-korea-leads-world-in-innovation-u-s-drops-out-of-top-10.The countri
Slide 23: Winners Keep Changing
Winners Keep Changing 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023* India US India India India India India India US US 21.2% US 49.6% US 6.2% US 14.8% US 4.3% US 34.1% EM 21.8% US 32.1% 64.6% -22.50% 91.0% 15.3% 33.5% 39.3% 37.7% 4.2% 15.8% EAFE EAFE EAFE EAFE
Slide 24: No single country consistently outperform
No single country consistently outperform Period Germany Sweden Australia UK France Japan Netherlands Switzerland Hong Kong Spain 2000 6.6% 0.6% 3.2% 0.5% 14.8% -17.9% 13.3% 16.7% -0.3% -4.0% 2001 -19.6% -24.5% 5.8% -11.4% -19.7% -27.1% -19.2% -18.7% -16.1% -8.3% 2002 -33.1% -30.3% -0.6% -15.5% -21.
Slide 25: Winners keep changing
Winners keep changing Top performing market basis calendar year performance 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 United Sweden Sweden Japan Spain Hong Kong Switzerland Australia Sweden Germany Kingdom 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Netherland Hong Kong Japan Australia
Slide 26: Brands from developed market
Brands from developed market Source: MSCI; Data as of 30-Jun-23; The Stocks mentioned above are used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. It should not be construed as investment advice to any par
Slide 27: Index Composition
Index Composition Sr. No. Stock Name Sector Country Weight 1 NESTLE Consumer Staples SWITZERLAND 4.2 2 ASML HLDG Information Technology NETHERLANDS 3.7 3 LVMH MOET HENNESSY Consumer Discretionary FRANCE 3.3 4 ASTRAZENECA Health Care UNITED KINGDOM 2.8 ROCHE HOLDING 5 Health Care SWITZERLAND 2.7 GENU
Slide 28: Diversification: Country and Sector Exposure
Diversification: Country and Sector Exposure Country weight Sector Weight Hong Kong Spain Information 2.3% Sweden United Energy Netherlands 2.1% Technology 5.6% 0.9% Kingdom 8.6% 6.2% Real Estate 0.0% Materials 19.7% 7.1% Australia Utilities 8.0% 1.6% Health Care 16.2% Consumer Staples Germany 11.2%
Slide 29: Risk Return Profile
Risk Return Profile ^MSCI EAFE Top 100 Select Data Label Nifty 500 TR Index ^S&P 500 TR Index (INR) Index (INR) 1 Year 23.9% 23.3% 24.6% Annualized Return 3 Year 26.1% 18.4% 14.4% 5 Year 13.7% 16.4% 10.4% 10 Year 15.1% 16.4% 9.0% Annualized Volatility 1 Year 13.5% 22.5% 19.7% 3 Year 15.7% 19.4% 18.1
Slide 30: Illustration: Currency Contribution
Illustration: Currency Contribution Weights Currency Change Countries Currency vs INR (10 year) (Jun 2023) GERMANY, NETHERLANDS, SPAIN, FRANCE 35.2% EUR/INR 1.5% 19.7% GBP/INR 1.5% UNITED KINGDOM 19.2% JPY/INR -0.5% JAPAN 14.8% CHF/INR 3.9% SWITZERLAND 8.0% AUD/INR 0.0% AUSTRALIA 2.1% HKD/INR 3.2% H
Slide 31: SIP Performance
SIP Performance Description 1 Year 3 Year 5 Year 7 Year 10 Year Returns 27.5% 13.1% 12.4% 11.4% 9.8% Amount 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Invested Market Value 1,37,039 4,37,089 8,17,821 12,61,278 19,89,345 Data as of close of 30-Jun-23. For SIP returns, monthly investment of INR 10,
Slide 32: Rolling returns
Rolling returns ^MSCI EAFE Top 100 ^S&P 500 TR Index ^MSCI EAFE Top 100 ^S&P 500 TR Index 3 Year Nifty 500 TR Index 5 Year Nifty 500 TR Index Select TR Index (INR) (INR) Select TR Index (INR) (INR) Rolling Returns (India) (EAFE 10) (USA) Rolling Returns (India) (EAFE 10) (USA) Average 17.2% 7.4% 11.
Slide 33: Insights into top performing companies
Insights into top performing companies
Slide 34: ASML Holding
ASML Holding Total Mkt Cap = $260.8 Bn Weight in Index = 3.7% Leading supplier to the semiconductor industry • ASML makes complex lithography equipment used in the manufacture of microchips1 • Top customers include TSMC, Intel, and Samsung2 • Its equipment is used in the manufacture of next-gen chip
Slide 35: LVMH Group
LVMH Group Total Mkt Cap = $430.6 Bn Weight in Index = 3.3% World’s most valuable luxury brand1 • LVMH manages 75 luxury brands including Louis Vuitton, Christian Dior, Kenzo, Bulgari, Loro Piana, and Celine2 • The group operates over 5,000 stores worldwide1 • The group is likely to benefit from the
Slide 36: AstraZeneca
AstraZeneca Total Mkt Cap = $166.5 Bn Weight in Index = 2.8% Leading global pharmaceuticals company • AstraZeneca co-developed the world’s cheapest vaccine against Covid-19, priced at just ~US$2 per dose1. • It is the most ordered Covid-19 vaccine with over 300 cr orders, more than 2x the next vacci
Slide 37: Nestle
Nestle Total Mkt Cap = $288.3 Bn Weight in Index = 4.2% World's largest food and beverage company1 • Nestle has over 2,000 F&B brands, including household names like Nescafé, Maggi, KitKat, Milo, and Ceralac1 • Sells products in 186 countries around the world with a well diversified revenue base – A
Slide 38: Insights into top countries
Insights into top 3 countries
Slide 39: United Kingdom
United Kingdom GDP per capita* = $46,510 Weight in Index = 19.7% • It is the 2nd largest economy in Europe and also home to the 2nd largest financial center (London) in the world1 • Services sector contributes ~72% of the GDP, while the Industrial sector contributes ~18% of the GDP2 • The economy is
Slide 40: Japan
Japan GDP per capita* = $39,313 Weight in Index = 19.2% • Japan is the world’s 3rd largest economy with a nominal GDP of US$ 4.9 trillion1 • Services sector contributes ~69% of the GDP, while the Industrial sector contributes ~30% of the GDP2 • The economy has been sluggish since the Covid-19 pandem
Slide 41: Switzerland
Switzerland GDP per capita* = $91,992 Weight in Index = 17.8% • Switzerland is the world’s 20th largest economy with a nominal GDP of US$ 747 billion1 • Services sector contributes ~71% of the GDP, while the Industrial sector contributes ~26% of the GDP2 • Switzerland has weathered the Covid-19 pand
Slide 42: Why should you invest in Motilal Oswal MSCI EAFE Top Select Index Fund
Why should you invest in Motilal Oswal MSCI EAFE Top 100 Select Index Fund Exposure to Exposure to 10 Well Diversified renowned Global largest Developed across Stock, Brands Markets Sector, Geography One of the Low Correlation World’s largest to Indian Equity ETF* *iShares Core MSCI EAFE ETF tracks
Slide 43: Annexure
Annexure Morizat Oswat [28 FUNDS MUTUAL FUND
Slide 44: EAFE stocks may be positively positioned to lead
EAFE stocks may be positively positioned to lead • Last decade belonged to US • In the last 30 years, MSCI EAFE has outperformed US equities 12 times • Investor may stand to benefit from trend reversal Excess return of EAFE over US 30% 20% 10% 0% -10% -20% -30% -40% 1999 2018 1991 1992 1993 1994 199
Slide 45: Periods of relative outperformance
Periods of relative outperformance Source/Disclaimer: JP Morgan- Guide to Market. October 2021. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may or may not be sust
Slide 46: EAFE stocks have rallied in global recoveries
EAFE stocks have rallied in global recoveries EPS growth during economic recoveries • Historically EAFE companies have tended to deliver better earnings during global recoveries • EPS growth estimates seem favorable Source/Disclaimer: Why International Equities (lazardassetmanagement.com). The above
Slide 47: Scheme Performance
Scheme Performance Moria Oswat [ug MUTUAL FUND
Slide 48: Lumpsum and SIP Performance
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since inception 1 Year 3 Year 5 Year 7 Year Since inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAG
Slide 49: Performance of other schemes managed by Ankush Sood
Performance of other schemes managed by Ankush Sood Name of Fund Manager: Ankush Sood Period 1 year 3 year 5 year Scheme Return Benchmark Scheme Return Benchmark Scheme Return Benchmark (%) Return (%) (%) Return (%) (%) Return (%) Motilal Oswal Midcap Fund* 37.9 34.4 38.8 34.7 18.2 16.9 Motilal Oswa
Slide 50: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 51: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 51
Slide 52: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 52
Slide 53: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 53
Slide 54: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 54
Slide 55: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund Nifty 50 Total Return Index Motilal Oswal Nifty 50 Index Fund • Return that corresponds to the performance of Nifty 50 (An open ended scheme replicating / Index
Slide 56: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund Nifty 500 Total Return Index Motilal Oswal Nifty 500 Index Fund • Return that corresponds to the performance of Nifty 500 (formerly known as Motilal Oswal Nifty
Slide 57: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P 500 Total Return Index Motilal Oswal S&P 500 Index Fund • Return that corresponds to the performance of S&P 500 Total Return Index subject to tracking error
Slide 58: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund 30% Nifty 500 TRI + 10% S&P 500 TRI (INR) + 10% Domestic Price of Gold + 50% Nifty 5 Yr Benchmark G-Sec • To generate long term growth/capital appreciation by of
Slide 59: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund MSCI EAFE Top 100 Select Index Motilal Oswal MSCI EAFE Top 100 Select Index Fund • Returns that corresponds to the performance of MSCI EAFE (An open ended scheme
Slide 60: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P BSE Low Volatility Total Return Index Motilal Oswal S&P BSE Low Volatility ETF • Return that corresponds to the total returns of the S&P BSE (An open ended f
Slide 61: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P BSE Quality Total Return Index Motilal Oswal S&P BSE Quality ETF (An open ended fund replicating / • Return that corresponds to the total returns of the S&P
Slide 62: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund LBMA Price of Gold and Silver Motilal Oswal Gold and Silver ETFs Fund of Funds • Long term capital appreciation (An open ended fund of funds scheme • Return that
Motilal Oswal Mutual Fund — Investor Presentation (June 2023) on 6ix