Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Midcap 30 Fund — Investor Presentation (July 2022)
19 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Jul 31, 2022
Slide 1: Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund 31st July, 2022 Invest in the Leaders of Tomorrow, Today
Slide 2: Industry Categorization of Large Cap, Mid Cap and Small Cap stocks
Industry Categorization of Large Cap, Mid Cap and Small Cap stocks Large Cap Top 100 Companies Mid Cap Funds: Mid Cap At least 65% in mid cap 101st to 250th Companies stocks Small Cap 251st Company and beyond Source: As compiled by AMFI - As on 30th June 2022
Slide 3: Why Mid Caps?
Why Mid Caps? Mid cap segment has outperformed the Large cap and Small cap segment in the long run. 7000 6000 5.9x 5000 4.5x 4000 3.9x 3000 2000 1000 0 Jul-12 Jul-15 Jan-12 Jan-22 Jan-13 Jul-13 Jan-14 Jul-14 Jan-15 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 Jan-20 Jul-20 Jan-21 Jul-21 J
Slide 4: Why Mid Caps? High Growth Prospect
Why Mid Caps? Potential to invest in the leaders of tomorrow: High Growth Prospect. Stable Pricing and Stable Growth and Consolidation Stable Pricing Revenue/Earnings Growth Growth Phase Revenue Growth Earnings Growth From Idea to Business Idea Phase Small Cap Mid Cap Large Cap Source: Internal MOAM
Slide 5: Introducing: Motilal Oswal Midcap Fund
Introducing: Motilal Oswal Midcap 30 Fund A true to label Mid Cap Fund with 68% of Focused on investing in industry leaders, the portfolio comprising of mid cap stocks. positioned to benefit from market consolidation. 77% Small Cap 18% Mid Cap 68% Large 22% Cap 8% Data as on 31st July’22 Number 1 Po
Slide 6: Broad Framework – QGLP Philosophy
Broad Framework – QGLP Philosophy Quality of business x Quality of management Growth in earnings • Stable business, preferably consumer facing • Volume growth • Huge business opportunity • Price growth • Sustainable competitive advantage • Mix change • Competent management team Q G • Operating lever
Slide 7: Additional Framework within the QGLP Philosophy
Additional Framework within the QGLP Philosophy Size of Opportunity Growth of Industry Market Share Gain - Glassdoor scores Focus on Cash flow Read annual reports of - Inhouse checklist statement more than P&L last 3 years in forensic - middle level management and BS way - ex-employees Source: Inter
Slide 8: QGLP Exemplified
QGLP Exemplified Quality FY24E RoE of 18% Growth 32% EPS Growth Expected over FY22-24 Longevity High Price PE: 30x FY24E, PEG 2 Years: 1.6x Data as on 31st July 2022 Source: MOAMC Internal Research
Slide 9: Portfolio Mix at a Glance
Portfolio Mix at a Glance Industrial Gujarat Gas Persistent IT Ancillaries CG Power Auto Tube Investments Financials Auto Lending Prudent Corporate IT, 0.1% Non Ancillaries, Advisory Services Industrial Capital 12% Clean Science Chemicals Goods, 16% Non Lending Navin Flourine Phoenix Mills Chemicals
Slide 10: High Conviction Portfolio
High Conviction Portfolio Holding just 25 stocks which is a rarity in the mid cap space. At the same time we are diversified across sectors. Sector Allocation Top 10 Equity Holdings Consumer Durables 16.2% Script Weightage (%) Auto Components 12.2% Realty 9.6% Tube Investments of India Limited 12.2%
Slide 11: Scheme Performance
Scheme Performance 1 Year 3 years 5 Years Since Inception Point to Point Returns (%) CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 Motilal Oswal Midcap 30 Fund 25.0 12,488 27.0 20,454 13.0 18,393 20.1 46,944 Nifty Midcap 150 TRI (BM) 7.7 10,769 25.9 19,945 13.5 18,860 2
Slide 12: Fund Managers
Fund Managers For Equity Component: Mr. Niket Shah: • Rich Experience: Niket has 10 years of overall experience. Prior to joining MOAMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst
Slide 13: Mid Cap stocks are volatile in near term
Mid Cap stocks are volatile in near term… …but can provide great opportunities for upside One may earn higher returns with mid cap stocks by: • Being patient • Never exiting looking at rear-view performance • Increasing allocation at extremes if possible THINK EQUITY 13 THINK MOTILAL OSWAL
Slide 14: Fund Facts
Fund Facts Type of the Scheme An open ended equity scheme investing in mid cap stocks. Category of the Scheme Midcap Fund The investment objective is to provide medium to long-term capital appreciation by investing in maximum 30 quality Investment Objective Midcap companies having long-term competit
Slide 15: 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 16: Product Labelling
Product Labelling For Risk-o-meter and PRC of Other Schemes Managed, please refer to the Factsheet: https://www.motilaloswalmf.com/download/factsheets THINK EQUITY 16 THINK MOTILAL OSWAL
Slide 17: Motilal Oswal Mutual Funds: Performance of schemes managed by Niket Shah
Motilal Oswal Mutual Funds Performance of other schemes managed by Niket Shah Name of Fund Manager: Niket Shah 1 year 3 year 5 year Since Inception Period Inception Date Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return
Slide 18: Motilal Oswal Mutual Funds: Performance of schemes managed by Abhiroop Mukherjee
Motilal Oswal Mutual Funds Performance of other schemes managed by Abhiroop Mukherjee Name of Fund Manager: Abhiroop Mukherjee 1 year 3 year 5 year Since Inception Period Inception Date Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Re
Slide 19: Thank you
Thank you
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