Mirae Asset BSE Midcap 150 Momentum 30 ETF · NSE:MOMMIDCAP
Mirae Asset BSE Midcap 150 Momentum 30 ETF — Investor Presentation (July 2026)
29 slides from Mirae Asset BSE Midcap 150 Momentum 30 ETF's investor presentation, Jul 6, 2026
Slide 1: Mirae Asset BSE Midcap 150 Momentum 30 ETF
SEBI Registration Number: Mirae Asset Mutual Fund SEBI Registration No: MF/055/07/03 Mirae Asset BSE Midcap 150 Momentum 30 ETF (An open-ended scheme replicating/tracking BSE Midcap 150 Momentum 30 Total Return Index) Mirae Asset BSE Midcap 150 Momentum 30 ETF FOF (An open-ended Fund of Fund scheme
Slide 2: What is Smart-Beta Investment?
WHAT IS SMART-BETA INVESTMENT ?
Slide 3: Evolution of Indexing
Evolution of Indexing Over time indices have evolved from just being a mere representation for benchmarking to defining strategies to generate alpha over market cap weighted index. Exotic Product Capturing Derivative based Themes strategy To capture Defining emerging new Strategy age themes Tools to
Slide 4: Smart-Beta: Aims to potentially combine the best of both worlds
Smart - Beta: Aims to potentially combine the best of both world ! Passive Active Investment Smart - Beta Investment PASSIVE INVESTMENT ACTIVE INVESTMENT ❖Market Return / Market Beta ❖Potential to Outperform market ❖Relatively Low Cost SMART - BETA ❖Exploit Market Inefficiencies ❖Transparent ❖Id
Slide 5: Evolving understanding of source of return across various periods
Evolving understanding of source of return across various periods 1960’s 1970’s 1980’s & 90’s 2000’s Active Active Active Active Return Return Return Return (Alpha) (Alpha) (Alpha) (Alpha) Factor Beta Value or Market Growth Value or Beta Growth Market Beta Market Beta Identification of various facto
Slide 6: Smart-Beta: Pros and Cons of Investment
Smart-Beta: Pros and Cons of Investment ✓ What was once perceived to be source of Alpha is ✓ Factors are highly cyclical in nature. There are now being converted into Smart-Beta Index product periods when factors have given persistence underperformance ✓ Investors get an opportunity to avoid the fun
Slide 7: What are Factors?
WHAT ARE FACTORS ? jutual Fun
Slide 8: What are factors?
What are factors ? Factor may be considered as any definable characteristic (trait) relating to a group of securities/portfolio that is important in explaining their returns and risk Factors that are persistent over time and have strong explanatory power over a broad range of stocks can be used to c
Slide 9: Factors: Different type of Style Factor in Equities
Factors : Different type of Style Factor in Equities Low Volatility Quality Size Value Momentum Growth Dividend Yield Alpha Various Style Factors have helped in explaining equity return across time Source: as on May 31, 2026 MSCI and Black Rock
Slide 10: Systematic factors and their historical risks
Systematic factors and their historical risks VALUE LOW SIZE Description : Captures return of stocks that have 13.5%Description 2021 2020: Captures return of smaller firms (by low price multiples to their fundamental value market capitalization) relative to their larger peer Expected Performance?* :
Slide 11: Macro Regimes and Factor Cyclicality
Macro Regimes and Factor Cyclicality Growth is below Growth is slow but trend and slow accelerating Slowdown Recovery Contraction Expansion Growth is Growth is fast and de-accelerating accelerating Quality Quality Quality Quality Low Volatility Low Volatility Low Volatility Low Volatility Momentum M
Slide 12: What is Momentum?
THE CORE IDEA What is Momentum has Directionality Stocks that have delivered strong returns over the past 6–12 months Momentum? tend to continue outperforming in the near term, a pattern observed consistently across global markets. Driven by Trends Momentum is fuelled by trend based investing in sec
Slide 13: When does Momentum work?
01 Momentum typically performs during bull run or during market with medium to long term trend Market Regime BSE Midcap 150 Momentum 30 Index BSE Midcap 150 Index Alpha (%) When does 🐂 Bull Market (2014) 83.3% 60.2% +23.1% CALENDAR YEAR ⇄ Flat Market (2016) -2.3% 6.7% -9.0% Momentum PERFORMANCE…
Slide 14: Drawdown: vs BSE Midcap 150
Drawdown : BSE Midcap 150 Momentum 30 vs BSE Midcap 150 Drawdown 0.00% 2020 2021 -10.00% -20.00% -30.00% -40.00% -50.00% BSE MIDCAP 150 Particulars BSE MIDCAP 150 Momentum 30 -60.00% ATH 157,738 20,998 Date of ATH 24-Sep-2024 24-Sep-2024 -70.00% Current drawdown -3.0% -2.8% -80.00% May-14 May-26 May
Slide 15: BSE Midcap 150 Momentum 30 Index Methodology
BSE Midcap 150 Momentum 30 Index Methodology Stocks not traded on all working Weights based on Quarterly — March, days in prior 6-month period + combination of momentum June, September & stocks with Turnover Ratio < score × free-float adjusted December 20% market cap BSE Midcap 150 Index with Top 30
Slide 16: Disciplined Reconstitution Supporting Timely Momentum Capture
BSE Midcap 150 Momentum 30 Index Disciplined Reconstitution Supporting Timely Momentum Capture Portfolio churn over the years 18 16 14 ~9 ~30% 12 10 8 Average Adds per Portfolio Refresh per 6 Review Review 4 2 Regular refresh to On average, nearly 0 capture evolving one-third of the Mar-2006 Mar-200
Slide 17: Periodic Performance & Volatility
Periodic Performance & Volatility Periodic Performance Period Nifty 50 Index Nifty Midcap150 Momentum 50 Index Nifty200 Momentum 30 Index BSE Midcap 150 Index BSE Midcap 150 Momentum 30 Index 15 Years 11.4% 23.1% 18.1% 16.5% 27.7% 10 Years 12.5% 21.9% 18.0% 18.0% 28.6% 7 Years 11.5% 24.8% 16.2% 20.6
Slide 18: Calendar Year Returns
Calendar Year Returns BSE Midcap 150 Nifty Midcap150 Calendar Year Calendar BSE Midcap 109.7% Momentum 30 Momentum 50 Year 150 Index 120.0% Index Index 94.5% 2006 38.8% 54.7% 40.5% 83.3% 80.7% 76.7% 100.0% 77.7% 68.4% 67.6% 2007 76.7% 80.7% 86.1% 60.2% 80.0% 52.7% 55.1% 54.7% 2008 -65.6% -65.0% -65.
Slide 19: Sector Allocation — BSE Midcap 150 Momentum 30 Index (2016–2026)
Sector Allocation — BSE Midcap 150 Momentum 30 Index (2016–2026) Sector 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 May-26 Financial Services 27.6% 28.4% 12.1% 23.8% X X 28.5% 22.7% 13.2% 48.7% 41.6% Capital Goods 10.5% 3.0% 12.0% 4.4% 4.3% 13.9% 21.3% 19.8% 11.6% 15.7% 24.9% Healthcare 9.4% X
Slide 20: Portfolio of BSE Midcap 150 Momentum 30 Index
Portfolio of BSE Midcap 150 Momentum 30 Index NO. SECURITY NAME WEIGHTAGE NO. SECURITY NAME WEIGHTAGE 1 GE Vernova T&D India Limited 6.2% 16 INDIAN BANK 3.0% 2 Laurus Labs Limited 5.9% 17 FSN E-Commerce Ventures Limited 2.9% 3 CUMMINS INDIA LTD. 5.8% 18 L&T Finance Limited 2.8% 4 MULTI COMMODITY EXC
Slide 21: Rolling Return
Rolling Return Rolling Returns 3YR Rolling Return Min Average Max Instance of <0% Total Observations BSE Midcap 150 Momentum 30 Index -12.9% 25.7% 55.6% 273 6465 BSE 150 Midcap Index -14.9% 15.9% 40.4% 647 6465 Nifty Midcap150 Momentum 50 Index -14.9% 22.1% 46.4% 287 6465 Nifty Midcap 150 Index -17.
Slide 22: Comparison of Index v/s Active Midcap Funds
Comparison of BSE Midcap 150 Momentum 30 Index v/s Active Midcap Funds Comparison – Regular Plan Growth Particular 1 Year 3 Years 5 Years 7 Years 10 Years BSE Midcap 150 Momentum 30 Index 13.0% 33.8% 30.4% 35.5% 28.6% Average of the Mid Cap category 6.5% 20.0% 17.1% 18.6% 16.3% No of funds underperf
Slide 23: SIP Performance
SIP Performance SIP Performance (Returns calculated using XIRR) for monthly investment of Rs. 10,000 30.4% 27.2% 22.0% 19.4% 18.6% 17.6% 16.5% 11.7% 11.9% 3 Years 5 Years 10 Years BSE Midcap 150 Momentum 30 BSE 150 Midcap Nifty Midcap 150 Momentum 50 Source: ACE MF Data as on May 31,2026. The SIP pe
Slide 24: Why Momentum in Midcaps?
Why Momentum Meets Midcap Growth Potential Unlike large caps, where growth is often more mature, and small caps, where liquidity can be a challenge, midcaps provide a balance of growth potential and Momentum market depth, making them well-suited for a disciplined momentum strategy. in Midcaps? Adapt
Slide 25: NFO Fund Details & Riskometer
NFO Fund Details & Riskometer: Particulars Mirae Asset BSE Midcap 150 Momentum 30 ETF NFO Period 06th July, 2026 – 13th July, 2026. Type of Scheme An open-ended scheme replicating/tracking BSE Midcap 150 Momentum 30 Total Return Index Benchmark BSE Midcap 150 Momentum 30 TRI Fund Managers Ms. Ekta G
Slide 26: Riskometer
Riskometer Note: The above Product Labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made. Investors may note that they have to bear the cost of the underlying scheme (Mira
Slide 27: Index Disclaimer
Index Disclaimer Disclaimer by BSE Indices Limited: The BSE Indices (the "Indices") are published by BSE Index Services Private Limited ("BISPL"), (formerly Asia Index Pvt. Ltd) which is a subsidiary company wholly owned by BSE Limited ("BSE"). BSE® and SENSEX® are registered trademarks of BSE. Thes
Slide 28: Disclaimers
Disclaimers The information contained in this document is compiled from third party and publicly available sources and is included for general information purposes only. There can be no assurance and guarantee on the yields. Views expressed by the Fund Manager cannot be construed to be a decision to
Slide 29: Thank You
THANK YOU 7 MIRAE ASSET Mutual Fund
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